Solutions Engineer
Position Summary & Responsibilities
Meridian is the AI operating system for accounting firms. It runs the month-end close across a firm’s entire client portfolio, including categorization, reconciliation, exception handling, and financial statement preparation. The firm’s accountants open finished books, review the work, and spend their time on advisory instead of transaction cleanup.
Meridian is built on the platform Pilot has run in production since 2017. That platform has closed 199,000 months of books across more than 8,000 businesses. It sits on top of a firm’s existing ledger rather than replacing it, so there is no migration, no lock-in, and client data stays in the firm’s environment.
Our only customers are accounting firms, which means the people we sell to are accountants. We are looking for someone who has done their job.
As a Solutions Engineer, you are the accounting and technical authority in every Meridian sales cycle. You will partner with Account Executives on discovery calls with key accounting firm stakeholders, run product demos, lead Proof of Concepts using Meridian software to close prospective firm’s real client books, and stay with the account through implementation and its first close on Meridian as a customer.
Our buyers have spent their careers in the close. They will ask how Meridian handles a deferred revenue schedule, what happens to an intercompany elimination, how firm-level preferences interact with client-level overrides, and what the review layer shows them before anything reaches a client. Answering those questions credibly, in the moment and from experience, is the core of the job.
You will have a variable incentive plan tied to the performance of the Account Executives you support.
This is an early team. Much of the structure for how Meridian sells technically has not been built yet, and you will have a real hand in shaping it.
What you’ll do
- Partner with Account Executives across qualification, tech
Key Role Competencies & Evaluation Highlights
Evaluators strictly measure your ability to simplify complex financial operations into scalable, automated workflows without sacrificing accuracy.
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