About Meridian
Meridian is the AI operating system for accounting firms, built by Pilot.
We built it the hard way, inside our own firm while closing more 200,000 months of books for more than 8,000 businesses. Along the way, we’ve worked through the odd vendors, miscategorized deposits and multi-currency messes that drag out a close. Today, Meridian brings that experience to other accounting firms.
It automates the full month-end close, from reconciliation, categorization, and accruals to tick-and-tie, so controllers walk in on the first of the month to review finished books, not build them. That changes the math for the whole practice. A firm that stops building the close can rebuild how it delivers the work and keep a lot more of every fixed fee.
The next challenge is helping firms put Meridian to work. Accounting is deciding what AI should and shouldn’t touch, with plenty of accountants who are skeptical. Our job is to show them what this looks like when it works, one close at a time.
That takes people who listen closely, understand the work and follow through. We’re still early in bringing Meridian to other firms. Joining now means helping shape the product, how firms adopt it and how we earn their trust.
Meridian is part of Pilot, backed by more than $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.
About The Role
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, technical discovery, demo, evaluation, and close, working toward shared revenue targets.
Support discovery with client leadership to understand how a firm runs its close today, where capacity breaks down, what its portfolio mix looks like, and which ledgers and tools it has standardized on.
Run proof of concepts. You will scope success criteria with the firm, configure the environment against their real client data, run a live close, and walk the firm’s team through what the product did and the reasoning behind it.
Own the accounting answer in the room, covering revenue recognition, multi-entity consolidation, accrual and cash basis, chart of accounts conventions, close cutoffs, and clearing accounts.
Handle technical due diligence on ledger connectivity, supported integrations, data flows, permissions, firm and client-level configuration, and security and IT questionnaires.
Support implementation rollouts after signature by onboarding the firm’s client portfolio, configuring firm standards and client-level overrides, and getting the team through a successful first close.
Build reusable assets for the broader team, including demo environments, proof of concept scoping templates, objection handling guidance, and enablement material.
Bring structured feedback from the field back to Product so the roadmap reflects what firms are actually blocked on.
What You’ll Bring
3 to 5 years of public accounting experience in audit, assurance, tax, or client accounting services.…