Senior Product Manager, Meridian

The role

You will own the Firm Experience roadmap for Meridian, the AI operating system for accounting firms. This includes managing the firm dashboard, close checklist, review layer, and Meridian AI. You will work to expand the platform into a full practice management system.

What you will do

• Own the Firm Experience roadmap.
• Set priorities and ship across the dashboard, close checklist, review layer, and Meridian AI.
• Build a review layer firms trust.
• Grow Meridian AI and firm customization.
• Take Meridian beyond the close by owning firm-to-colleague and firm-to-client collaboration.
• Productize internal tools such as document management, client communications, and a client portal.
• Be the voice of the accounting firm by spending time with partners, CPAs, and bookkeepers.
• Partner with Sales, Customer Success, and Implementation to turn feedback into requirements.
• Support sales and expansion by equipping go-to-market teams and joining high-value pitches.

Required qualifications

• 4+ years as a Product Manager owning a product line or major product area
• B2B SaaS experience
• Strong product and design judgment for complex, information-dense interfaces
• Comfort in customer-facing and sales settings
• Clear writing and the ability to turn ambiguous feedback into crisp requirements
• Fluency with AI tools in your own work

Nice to have

• working knowledge of accounting or bookkeeping
• 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

Benefits

• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package
• 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

About the company

Meridian is the AI operating system for accounting firms, built by Pilot. Pilot is backed by more than $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.