Senior Product Manager, Meridian

Pilot.com • San Francisco, CA

17d • $166,000 - $249,500

About The Position

Meridian is the AI operating system for accounting firms, designed to streamline the month-end close process and enhance client interactions. This role focuses on owning the 'Firm Experience,' encompassing all aspects of the firm's interaction with Meridian after a client is live. This includes the firm dashboard, close checklist, review layer, and Meridian AI, an accounting super agent for ad-hoc tasks. The Senior Product Manager will be the second PM on Meridian, working alongside the PM responsible for activation. This position inherits a dedicated engineering and design team, an existing roadmap, and active users. The role is expected to evolve as Meridian expands beyond the month-end close to become a comprehensive practice management platform for firms, leading the transformation of internal tools into client-facing capabilities.

Requirements

• 4+ years as a Product Manager owning a product line or major product area.
• Proven track record of shipping features that improved 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, able to earn credibility with firm partners.
• Clear writing skills and the ability to translate ambiguous feedback into crisp requirements.
• Fluency with AI tools in personal work and genuine curiosity about agent-driven products.

Nice To Haves

• Working knowledge of accounting or bookkeeping, either from building products for accountants or from direct experience in the profession (public accounting, bookkeeping, controller, or similar).
• Experience with Practice Management or client collaboration products (e.g., Karbon, Canopy, TaxDome).
• Experience productizing internal tools.
• Experience shipping AI or agentic features.
• Deep familiarity with QuickBooks Online or Xero.
• Founder or operator experience.

Responsibilities

• Own the Firm Experience roadmap, setting priorities and shipping features across the dashboard, close checklist, review layer, and Meridian AI.
• Build a trusted review layer where accountants can see AI judgments, reasoning, and exceptions requiring human intervention for fast and well-founded sign-offs.
• Grow Meridian AI capabilities and firm customization, expanding delegated tasks and implementing firm-level preferences and client-level overrides.
• Expand Meridian's functionality beyond the close to include firm-to-colleague and firm-to-client collaboration, productizing internal tools like document management, client communications, a client portal, request tracking, email management, and delivery of finished books.
• Act as the voice of the accounting firm by learning the Practice Management space, engaging with professionals, and partnering with Sales, Customer Success, and Implementation to translate feedback into requirements.
• Support sales and expansion efforts by equipping go-to-market teams, participating in high-value pitches, and designing features to increase portfolio adoption on Meridian.

Benefits

• 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
• Equity
• Health benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed