Senior PM, Firm Experience & AI

LaunchTN; San Francisco (CA); On-site; USD 166,000 - 250,000; Full time

Benefits offered by this job

Flexible vacation/time-off policy

Federal holidays observed

Wellness benefits

Parental leave 12 weeks

401(k) plan

Job summary

Pilot's Meridian is the AI operating system for accounting firms. We seek a Senior Product Manager to own Firm Experience—the dashboards, close checklist, review layer, and Meridian AI. You will join as the second PM, inheriting an engineering and design team and a live client base.

The role expands as the platform grows, turning Pilot's internal tools into capabilities used by colleagues and clients. You will collaborate with partners, CPAs, and bookkeepers to shape a practice-wide product

Qualifications

• 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.
• Fluency with AI tools in your own work and real curiosity about agent-driven products.

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.
• 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.

Skills

Product management

B2B SaaS

AI tools

Customer-facing

Clear writing

Design judgment

Job description

Pilot's Meridian is the AI operating system for accounting firms. We seek a Senior Product Manager to own Firm Experience—the dashboards, close checklist, review layer, and Meridian AI. You will join as the second PM, inheriting an engineering and design team and a live client base.

The role expands as the platform grows, turning Pilot's internal tools into capabilities used by colleagues and clients. You will collaborate with partners, CPAs, and bookkeepers to shape a practice-wide product