Finance Content & Storytelling Lead

The Role

At Pilot, we believe access to the right financial resources and expertise can change the trajectory of a business. Our combination of AI and human experts gives startups and SMBs a level of insight that used to be reserved for companies with full-time finance teams—an experience that feels boutique, but is actually affordable and scalable. In doing so, we help founders and operators find their flow by taking the burden of the financial back office off their plate.

We’re looking for a Finance Content & Storytelling Lead who can explain financial concepts clearly, creatively, and credibly—especially through short‑form video
, live discussions
, and educational content
.

• Bookkeeper or accountant who loves teaching financial concepts.
• Creator (You Tube, Tik Tok, Shorts, Reels, Linked In) who enjoys breaking down complicated topics.
• Writer, educator, or operator who wants to translate real‑world knowledge into approachable content.

This is a hybrid role based in San Francisco or Nashville
, with in‑office days on Monday, Tuesday, and Thursday
.

• Startup founders and small business owners who feel overwhelmed by their finances and need clarity.
• Bookkeeping firms who want better tools, better workflows, and a modernized practice by partnering with Pilot.

• Explain how Pilot’s AI + human experts take the weight of the financial back office off founders’ shoulders.
• Break down bookkeeping, cash flow, margins, and growth concepts in ways that feel human, useful, and non‑intimidating.
• Use content to move founders from “my books are a mess and I don’t want to think about them” to “Pilot has my back office handled so I can focus on growing.”
• Design parallel content journeys for bookkeeping firms and ecosystem partners, from “why would I work with Pilot?” to “this makes me more effective at serving my community/clients.”

• Script and record social‑first short videos that simplify financial topics and showcase real stories.
• Build outlines for panels and live discussions that make experts shine and produce reusable content.
• Write explainers, guides, and playbooks on SMB finance topics based on real‑world problems customers face.
• Create simple storyboards and content series that help founders and bookkeeping firms learn in repeatable, bingeable formats.

• Turn Zoom calls with experts, customer stories, and partner insights into scripts, outlines, and drafts.
• Repurpose a single conversation or panel into multiple assets (clips, explainers, templates, partner resources).
• Use AI tools to brainstorm, structure ideas, and iterate quickly—while keeping your strong human voice.

• Interview Pilot’s bookkeepers, controllers, CFOs, and customer‑facing teams.
• Pull insights from partners like CDFIs, SBDCs, and trade associations about what local businesses struggle with.
• Turn real conversations into content that feels grounded, helpful, and authentic.

• Test hooks, formats, visuals, and topics to see what resonates with founders and firms.
• Track simple performance metrics like engagement, watch time, and content‑influenced leads.
• Adjust your content strategy based on what’s actually helping people.

• Senior, collaborative teammates – You’ll work with experienced demand gen, social media, product marketing, partner/local programs, and ops folks who know their craft and respect yours. You bring the stories and creative formats; they bring distribution, data, and GTM alignment.
• Tight partnership with leadership – You’ll be close to decisions and able to see your work turn into real programs quickly, not stuck in layers of approvals.
• Room to experiment – The team values testing and learning. You’ll have space to try new formats, angles, and ideas as long as we’re learning and getting sharper each time.
• Access to rich raw material – 3,000+ customers, deep finance expertise in‑house, and a growing partner ecosystem mean you’ll never be short on stories, data points, or real‑world examples.
• Mission that actually matters – You’ll help make…