About Meridian

Meridian is the leading CRM and data intelligence platform for private market investors. We are trusted by top-tier firms across private equity, credit, hedge funds, and institutional LPs — including names like Point72, Zurich Insurance, and H.I.G. Capital — and today power over $500B in assets under management.

Built by a team with deep investing and technology expertise — including alumni from Blackstone and Thoma Bravo — Meridian offers an integrated system of record that combines software, structured data, and proprietary AI to streamline how investment teams operate. Our customers no longer need to stitch together Salesforce, PitchBook, or spreadsheets. Meridian delivers a single, unified platform purpose-built for the full investment lifecycle — from sourcing and diligence to IC management, portfolio tracking, and reporting. We’ve raised $7M in seed funding from world-renowned VCs and are growing rapidly, with an exceptional inbound pipeline and consistently increasing contract values. Several firms have signed multi-year contracts exceeding $200K+, and demand continues to accelerate.

We're hiring a strategic AI leader to drive our AI-native platform forward and ensure artificial intelligence remains at the core of everything we build. You'll report directly to the CEO, manage a growing AI team, and work closely with product and engineering leadership to deliver competitive AI advantages that transform how private equity firms operate.

What You'll Do

• Lead AI strategy and vision. Define and execute our AI roadmap in partnership with the CEO and Head of Product, ensuring AI capabilities drive competitive differentiation and customer value.
• Build and scale the AI team. Manage and grow a team of AI specialists, fostering a culture of innovation and technical excellence.
• Drive product AI integration. Collaborate closely with the Head of Product to ensure AI is seamlessly integrated into our entire product roadmap and new feature development.
• Deliver AI-native platform features. Lead development of LLM integration, intelligent automation, and AI-powered workflows that transform investment team productivity.
• Enhance data intelligence capabilities. Oversee AI-driven insights, pattern recognition, and predictive analytics that give our clients strategic advantages.
• Represent AI externally. Present AI capabilities and vision to clients, prospects, investors, and industry events with confidence and technical credibility.
• Partner with engineering leadership. Work with our CTO to ensure AI initiatives align with overall technical architecture and platform scalability.
• Stay at the forefront of AI innovation. Monitor emerging AI technologies and identify opportunities to leverage cutting-edge capabilities for competitive advantage.

Who You Are

• Senior AI leader with 7+ years of relevant SaaS experience and 3+ years of experience building and scaling AI capabilities at enterprise software companies.
• Proven team builder with experience managing engineers, data scientists, and/or technical specialists in a fast-paced environment.
• Strategic product thinker who can translate AI capabilities into customer value and business outcomes.
• Strong communicator comfortable presenting to enterprise clients, executive teams, and external stakeholders.
• B2B SaaS experience with deep understanding of how AI drives product differentiation and customer adoption.
• Fintech or private equity background or interest strongly preferred— you understand or have genuine interest in investment workflows and financial services.
• Hands-on technical knowledge of LLMs, machine learning, and AI platform architecture.
• Startup leadership experience— comfortable building processes, making fast decisions, and being self-motivated to drive results in a high-growth environment.

Bonus Experience

• Previous experience at fintech companies building AI-powered products
• Experience with private equity, investment banking, or financial services technology
• Track record of scaling AI capabilities from early-stage to enterprise-ready
• Thought leadership in AI and enterprise technology

Why Join Us

• Lead AI strategy for the premier platform in private markets, serving the world's most sophisticated investment firms.
• Build the future of investment technology by creating AI capabilities that transform how deals get done.
• Work directly with the CEO to shape both product strategy and company direction in a rapidly growing startup.