Senior Product Manager, Firm Experience & AI

Pilot; San Francisco (CA); Vor Ort; USD 166.000 - 250.000; Vollzeit

Benefits dieser Stelle

Flexible vacation

401(k)

Wellness benefits

Parental leave

Equity

Zusammenfassung

Pilot’s Meridian role seeks a Senior Product Manager to own the Firm Experience, including the firm dashboard, close checklist, review layer, and Meridian AI. You’ll guide the product for firms’ live environments, coordinating with engineering and design teams and aligning with sales and implementation to deliver value across a growing account base.

You’ll work with partners, CPAs, and bookkeepers to evolve workflows, expand capabilities for firm-to-client collaboration, and ship features that

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Product management

B2B SaaS

UX judgement

Customer-facing

Clear writing

AI tools

Jobbeschreibung

Pilot’s Meridian role seeks a Senior Product Manager to own the Firm Experience, including the firm dashboard, close checklist, review layer, and Meridian AI. You’ll guide the product for firms’ live environments, coordinating with engineering and design teams and aligning with sales and implementation to deliver value across a growing account base.

You’ll work with partners, CPAs, and bookkeepers to evolve workflows, expand capabilities for firm-to-client collaboration, and ship features that