Senior Product Manager at Pilot owning the Firm Experience roadmap for Meridian, an AI operating system for accounting firms that automates the month-end close. Day to day: shipping the firm dashboard, close checklist, AI review layer, and agent features, and expanding Meridian into practice-wide collaboration, integrated with QuickBooks Online and Xero.
Compensation
$166K–$249.5K / yr
Location
San Francisco, CA
Work setup
Not specified
Seniority
Senior
Employment
Part time
Experience
4+ years
Category
Product
Posted
Skills
agentic-ai
ai
candidate-experience
go-to-market
oracle
quickbooks
saas
stripe
xero
Must have
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; able to earn credibility with a firm partner
Clear writing and 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 have
Working knowledge of accounting or bookkeeping (from building products for accountants or time in the profession)
Experience with Practice Management or client collaboration products (Karbon, Canopy, TaxDome)
Experience productizing internal tools
Experience shipping AI or agentic features
Deep familiarity with QuickBooks Online or Xero
Founder or operator experience
Full 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.
Senior Product Manager, Meridian at Pilot.com (San Francisco, CA) — aijobsearch
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 Meridian
Meridian is the AI operating system for accounting firms, built by Pilot.
We built it the hard way, inside our own firm while closing more 200,000 months of books for more than 8,000 businesses. Along the way, we’ve worked through the odd vendors, miscategorized deposits and multi-currency messes that drag out a close. Today, Meridian brings that experience to other accounting firms.
It automates the full month-end close, from reconciliation, categorization, and accruals to tick-and-tie, so controllers walk in on the first of the month to review finished books, not build them. That changes the math for the whole practice. A firm that stops building the close can rebuild how it delivers the work and keep a lot more of every fixed fee.
The next challenge is helping firms put Meridian to work. Accounting is deciding what AI should and shouldn’t touch, with plenty of accountants who are skeptical. Our job is to show them what this looks like when it works, one close at a time.
That takes people who listen closely, understand the work and follow through. We’re still early in bringing Meridian to other firms. Joining now means helping shape the product, how firms adopt it and how we earn their trust.
Meridian is part of Pilot, backed by more than $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.
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.