Industry Marketing Lead, Accounting Firms

San Francisco, CA (Hybrid)

$159K/yr – $250K/yrSenior Level7+ years expFull time

Posted 6 weeks ago

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Job Summary

Own strategic marketing for the accounting firm segment with clear ownership of industry strategy, go-to-market programs, and category leadership, while building content and programs that move firms from awareness to adoption.

  • Industry and GTM Ownership: shape integrated campaigns and ABM programs for accounting firms, targeting firm owners and partners across multiple firm sizes.
  • Category & Content Leadership: position Meridian as a modern accounting platform through research, playbooks, and customer stories that demonstrate measurable business impact.
  • Measurement and Adoption: track pipeline, acquisition, and engagement metrics to iterate demand programs and accelerate AI-enabled adoption.

Job Description

Responsibilities

  • Own the Accounting Firm Industry Strategy
  • Develop and execute Pilot's marketing strategy for the accounting firm segment.
  • Build a deep understanding of firm economics, staffing challenges, workflow bottlenecks, technology adoption trends, and industry dynamics.
  • Identify opportunities to accelerate Meridian adoption across different firm sizes and specialties.
  • Monitor industry trends, competitive offerings, and emerging AI solutions impacting the accounting profession.
  • Drive Industry Go-to-Market Programs
  • Create and execute integrated marketing campaigns targeting accounting firm decision-makers.
  • Build full-funnel programs that generate awareness, engagement, pipeline, and customer adoption.
  • Partner with Revenue teams to support account-based marketing initiatives for strategic firms.
  • Develop scalable acquisition and expansion motions across the accounting firm lifecycle.
  • Build Category Leadership
  • Position Meridian as a transformative platform for modern accounting firms.
  • Develop messaging that articulates how AI can improve firm profitability, staff leverage, service delivery, and growth.
  • Create compelling narratives around the future of accounting operations and AI-enabled firms.
  • Establish Pilot as a trusted thought leader within the accounting profession.
  • Create Industry Content
  • Develop research reports, benchmark studies, playbooks, webinars, podcasts, case studies, and educational resources.
  • Translate customer insights into high-impact content that resonates with firm owners, managing partners, operations leaders, and CAS leaders.
  • Partner with customers to showcase success stories and measurable business outcomes.
  • Support executive thought leadership initiatives.
  • Measure Business Impact
  • Own key metrics including pipeline contribution, customer acquisition, industry engagement, content performance, and partner-generated opportunities.
  • Analyze campaign effectiveness and optimize programs based on performance data.
  • Continuously improve marketing programs to accelerate adoption and growth.

Requirements

  • 7-12+ years of experience in one of the following areas:
  • B2B marketing, industry marketing, product marketing, partner marketing, or demand generation to accounting firms
  • Accounting Firm Operator - You have experience running an accounting firm or expanding firm operations
  • Accounting firm experience as an influencer, association leader, keynote speaker, etc.
  • Experience in accounting technology, fintech, practice management software, workflow automation, or AI solutions.
  • Knowledge of accounting firm operations, CAS practices, bookkeeping services, tax workflows, or audit environments.
  • Exceptional communication, project management, and stakeholder management skills.
  • Strong content development and storytelling capabilities.
  • Experience working cross-functionally across sales, product, partnerships, and customer success teams.
  • Proven track record of building and executing go-to-market strategies that drive measurable revenue impact.

Preferred

  • AI-fluent in your own workflow. You're already using LLMs and AI tools to compress research, draft, iterate, and run plays at scale. You have a view on what AI is good at, what it isn't, and your work shows it.
  • Strong foundation in demand generation and account-based marketing, including pipeline ownership and conversion metrics

Benefits

  • We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • Competitive benefits package including additional wellness benefits
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan
Pilot.com logo

Pilot.com

3.4 Glassdoor

Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. We partner with thousands of companies to help them grow sustainably and operate more effectively.

Founded in 2016
San Francisco, California, USA
418 employees (21 in marketing)
63% recommend to a friend
69% CEO approval

Traffic Signals

Monthly Visitors
49.2M
Monthly Google Ads Budget
$858.2K
Traffic Source Mix
Search
42.1%
Direct
48.1%
Referral
6.9%
Social
2.7%
Paid
0.3%

Headcount Trend

Current headcount: ~422

Marketing Team

Marketing Team Size
17 (4% of company)
Median Career Experience
12.5 years
Median Tenure
1.7 years
Marketing Roles Posted (Last 30 Days)
3

Funding

Total Funding
$172.1M
Last Raise
$110.5M
Series Unknown, 4 years ago

Funding History

  • Jan 2022
    Series Unknown
  • Jun 2021
    Secondary Market
  • Jan 2021
    Series C • $110.5M

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