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Clera

Senior Product Manager, SMB Platform

Clera New York, New York, United States · $160K–$200K/yr

Technology, Information and Internet · 11-50 employees

Yesterday
Remote product-manager Senior (5-10 yrs) Full-time United States
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About the role

The Senior Product Manager will own the roadmap for customer-facing AI features and business tools to streamline financial operations for small businesses. They will also lead strategy for integrations and APIs while running experiments to optimize onboarding, activation, and retention.

What they look for

Product Management AI LLMs Agentic Workflows API Development Platform Strategy Roadmap Planning Customer Journey Mapping Workflow Automation Financial Operations Data Analysis SEO AEO Product Strategy Cross-functional Collaboration

Requirements

Candidates must have senior-level product management experience and a bachelor's degree, with an advanced degree preferred. Proven experience in building products with AI, LLMs, or agentic workflows and managing platform integrations is required.

Full description

About the Role

Join a fintech product team building a financial platform for small businesses. You will own key customer experiences across onboarding, business workflows, integrations, and AI, helping customers manage everyday financial tasks more easily.

What You'll Do

  • Own the roadmap for customer-facing AI features that make financial work easier, faster, and more intuitive.
  • Improve the customer journey from signup through activation and ongoing engagement.
  • Build business tools for invoicing, workflow automation, reminders, reconciliation, and other daily financial operations.
  • Set strategy for integrations and APIs across accounting, payments, payroll, and business software.
  • Apply LLMs, agentic workflows, and automation to customer problems while balancing usefulness, accuracy, privacy, and risk.
  • Run experiments across onboarding, activation, adoption, and retention, using defined metrics to guide product decisions.
  • Partner with Engineering, Design, Data, Risk, Compliance, and go-to-market teams to deliver products.

What We're Looking For

  • Product management experience appropriate to a senior role, with a bachelor's degree; an advanced degree or relevant analytical or technical background is preferred.
  • Experience building customer-facing products using AI, LLMs, or agentic workflows.
  • Experience building integrations, APIs, or platform products.
  • Familiarity with discovery and awareness channels such as SEO, AEO and LLM-driven search, organic, affiliate, and content.

Compensation & Benefits

Base salary: $160,000 to $200,000 annually. Visa sponsorship is not available.

Location

Hybrid role based in New York, New York, with 2 to 3 days onsite each week.

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