Senior Product Manager, Meridian

🏢 Pilothq · 📍 San Francisco, CA 💰 $166,000 - $249,500 / yr

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Position Summary & Responsibilities

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 int

🎯 Candidate Preparation Guide For Pilothq Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Evaluators strictly measure your ability to simplify complex financial operations into scalable, automated workflows without sacrificing accuracy.

📋 Preparation Priorities (Key Areas to Clarify):

1. Dismissing manual accounting tasks as beneath you rather than systems to be fixed
2. Failing to provide exact numbers or financial impact metrics in past projects
3. Lack of familiarity with modern SaaS financial stacks and integrations

✨ Recommended Role Alignment Hook:

I build automated financial engines that give founders their time back while eliminating human error at scale.

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