Get expert bookkeeping, CFO, and tax services tailored for startups and small businesses. Let Pilot handle your accounting so you can focus on growing your business. Backed by Index, Sequoia and AI Grant.
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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
- 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
More about this role
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...
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