About the role
About Meridian Pilot spent 10 years building the software that powers its own bookkeeping operation — running it on thousands of clients, at software margins, with a fully US-based team. Meridian is that software, now available to other accounting firms. The pitch is simple: every other tool reduces your time to close. Meridian eliminates it. The full month-end close — reconciliation, categorization, accruals, tick-and-tie — runs automatically. Controllers walk in on the first to review finished books, not build them. We’re early. The motion is being built right now. This is
the role that builds it with us.
The Role You’ll own a territory of outsourced accounting firms, CPA firms, and fractional CFO shops — the kinds of firms that live and die by the quality of their month-end close. Your job is to get them in the door, run a rigorous evaluation, and close them into a full Meridian engagement.This isn’t a post-PMF, run-the-playbook sales job. The playbook is still being written. You’ll be talking to firm founders, managing directors, controllers, and heads of technology — senior buyers who have seen every AI pitch and aren’t impressed by any of them. What impresses them is knowing what you’re talking about and having proof behind it. We have both.You’ll carry a quota. You’ll own your accounts for at least a year and expand them. You’ll be accountable for revenue, not just activity. Key
Responsibilities Own the full sales cycle Prospect and build your own pipeline through outbound, network, and inbound leads Run discovery calls, demos, and evaluation kickoffs with firm leadership and their teams Manage active client evaluations — weekly syncs, implementation support, tracking toward success metrics Close new logos and expand accounts over time as firms roll out Meridian to more clients Know the product and the buyer Get deep on how Meridian works — the close process, the QBO integration, the agent workflows Understand the economics of running an accounting firm well enough to have a real conversation with a founder about margins Build relationships across the firm — founders, MDs, heads of tech, controllers. Multi-thread every account. Build the motion with us Feed back what you’re hearing in the market — objections, competitive intel, what’s resonating Help sharpen the playbook as it’s being built Work closely with our implementation team to make client evaluations successful and convert About You The profile we’re hiring for is specific. You’re probably 3–8 years into your career. You’ve closed real deals against real quotas. You know what it feels like to have a pipeline problem and fix it yourself. You’re not waiting for leads to show up — you go get them. You don’t need to have sold to accounting firms before, but if you have, that’s a meaningful edge. The buyer is sophisticated and the sales cycle is long enough that domain fluency pays off fast. You’re a strong fit if You have 3–8 years of B2B sales experience with a track record of hitting quota You’ve sold a technical product into a professional services buyer before — or you’re confident you can learn the domain fast You’re comfortable running a long, consultative sales cycle — our evaluations run 2–3 months, not a 30-day free trial You write well and communicate clearly. Most of your first impressions happen over email or LinkedIn. You’re the kind of person who updates Salesforce because you actually want to know what’s in your pipeline, not because someone tells you to You want to be part of building something, not just running a motion someone else already figured out
