Senior Product Manager, Meridian

Meridian is the AI operating system for accounting firms. It runs the month-end close across a firms entire client portfolio and the firms accountants review finished books and sign off before anything reaches the client. Each accountant carries a far bigger book and spends more time on advisory and client relationships.

Were looking for a Senior Product Manager to own Firm Experience: everything a firms team sees and does in Meridian once a client is live. That includes the firm dashboard the close checklist the review layer and Meridian AI our accounting super agent for one-off work outside the close. You will be the second PM on Meridian working alongside the PM who owns activation (kickoff to first close). You inherit a dedicated engineering and design team a roadmap in flight and firms using the product every month.

The role grows with the platform. Meridian is moving beyond the month-end close to become the place a firm runs its practice and you will lead the work to turn Pilots internal tools into capabilities firms use with their colleagues and clients.

• Increase the number of clients an accountant can confidently oversee.
• Reduce the time required to review and approve a close.
• Increase the percentage of closes that agents can manage without human intervention.
• Make Meridian the system a firm uses to understand the state of its entire book of business.

• Own the Firm Experience roadmap. Set priorities and ship across the dashboard close checklist review layer and Meridian AI from Prepare through Close to Review & Deliver.
• Build a review layer firms trust. Accountants see what the AI did the reasoning behind each judgment call and the few exceptions that need a human. Sign-off is fast and well-founded.
• Grow Meridian AI and firm customization. Expand what firms can delegate to the agent and extend firm-level preferences and client-level overrides so Meridian works to each firms standards.
• Take Meridian beyond the close. Own firm-to-colleague and firm-to-client collaboration productizing internal tools such as document management client communications a client portal request tracking email management and delivery of finished books.
• Be the voice of the accounting firm. Learn the Practice Management space. Spend real time with partners CPAs and bookkeepers and partner with Sales Customer Success and Implementation to turn feedback into clear requirements.
• Support sales and expansion. Equip go-to-market teams join high-value pitches and design features that bring more of a firms portfolio onto Meridian.

Strongly preferred: working knowledge of accounting or bookkeeping from building products for accountants or from time in the profession (public accounting bookkeeping controller or similar).

Bonus points: experience with Practice Management or client collaboration products (Karbon Canopy TaxDome); productizing internal tools; shipping AI or agentic features; deep familiarity with QuickBooks Online or Xero; founder or operator experience.

Pilots mission is to grow the small business economy. Since 2017 Pilot has closed 199K months of books for more than 8000 businesses pairing expert accountants with software built for our own team. Meridian makes that platform available to accounting firms. It sits on top of the firms existing ledger (QuickBooks Online and Xero today) with no migration and no lock-in and accounting firms are its only customers.

Pilot has over 3000 customers and has raised over $170 million in financing from Sequoia Index Ventures Stripe Bezos Expeditions and Whale Rock. Our investors also include a long list of world-class entrepreneurs including Patrick and John Collison Drew Houston and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion Meet Fintechs Newest Unicorn.

• We invest in our employees development and happiness because our employees are the keys to our success and ensuring happy customers
• The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including wellness benefits such as Modern Health Headscape One Medical Aaptiv and Rightway
• Parental leave for birthing or non-birthing parents 100% pay for 12 weeks
• 401(k) plan

The base pay range target for the role seniority described in this job description is $166000 - $249500 in San Francisco CA. Final offer amounts depend on multiple factors such as candidate experience and expertise geographic location total compensation and market addition to cash pay full-time regular positions are eligible for equity 401(k) health benefits and other benefits; some of these benefits may be available for part-time or temporary positions.

Pilot commits to provide a work environment free of discrimination and harassment as well as equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories consistent with legal requirements. You may view all of Pilots recruiting notices here including our EEO policy information about requesting a reasonable accommodation in the job application process recruitment agency policy recruitment scam notice and important E-Verify information. You may view our job candidate privacy policy here.