Job description

The Role Meridian is the AI operating system for accounting firms. It runs the month-end close across a firm's entire client portfolio, and the firm's 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. We're looking for a Senior Product Manager to own Firm Experience: everything a firm's 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 Pilot's internal tools into capabilities firms use with their colleagues and clients. What Success Looks Like 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. Key Responsibilities 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 firm's 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 firm's portfolio onto Meridian. About You 4+ years as a Product Manager owning a product line or major product area, with a track record of shipping features that moved customer or business outcomes B2B SaaS experience, ideally with workflow products used by teams Strong product and design judgment for complex, information-dense interfaces Comfort in customer-facing and sales settings; you earn credibility with a firm partner Clear writing and the ability to turn ambiguous feedback into crisp requirements Fluency with AI tools in your own work and real curiosity about agent-driven products 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. About Pilot and Meridian Pilot's mission is to grow the small business economy. Since 2017, Pilot has closed 199K months of books for more than 8,000 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 firm's existing ledger (QuickBooks Online and Xero today), with no migration and no lock-in, and accounting firms are its only customers. Pilot has over 3,000 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 Fintech’s Newest Unicorn . Why Pilot? 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 $166,000 - $249,500 in San Francisco, CA. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In 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 Pilot’s 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 .

Requirements

Must-haves

What Success Looks Like
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 firm's standards.
Support sales and expansion. Equip go-to-market teams, join high-value pitches, and design features that bring more of a firm's portfolio onto Meridian.
4+ years as a Product Manager owning a product line or major product area, with a track record of shipping features that moved customer or business outcomes
B2B SaaS experience, ideally with workflow products used by teams
Strong product and design judgment for complex, information-dense interfaces
Comfort in customer-facing and sales settings; you earn credibility with a firm partner
Clear writing and the ability to turn ambiguous feedback into crisp requirements
Fluency with AI tools in your own work and real curiosity about agent-driven products

Nice-to-haves

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).

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aigo

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

401(K)

Parental Leave

Wellness