Senior Product Manager, Meridian
About 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.
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