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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 Principal (10+ yrs) Full-time United States
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About the role

You will own the product roadmap for customer-facing AI features and business workflow tools to enhance the small business financial platform. Additionally, you will lead experiments to improve customer onboarding, activation, and retention while collaborating with cross-functional teams.

What they look for

Product Management Artificial Intelligence LLMs Agentic Workflows API Development Platform Strategy Workflow Automation Invoicing Reconciliation Data Analysis SEO Product Roadmap Customer Journey Mapping Experimentation Cross-functional Leadership

Requirements

The role requires 5 to 15 years of product management experience with a focus on AI, LLMs, and platform integrations. A bachelor's degree is required, and candidates should have a stable employment history with experience in modern discovery channels.

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 work more easily.

What You'll Do

  • Own the roadmap for customer-facing AI features, applying AI to make financial tasks easier and more intuitive.
  • Improve the customer journey from signup through activation and ongoing engagement.
  • Build and enhance tools for invoicing, workflow automation, reminders, reconciliation, and other routine business operations.
  • Set strategy for partner integrations and APIs across accounting, payments, payroll, and business software.
  • Explore LLMs, agentic workflows, and automation while balancing customer value, accuracy, privacy, and risk.
  • Run experiments across onboarding, activation, adoption, and retention, using metrics to guide decisions and scale successful improvements.
  • Partner with Engineering, Design, Data, Risk, Compliance, and go-to-market teams to bring products to market.

What We're Looking For

  • Product management experience appropriate for a senior role, with 5 to 15 years of experience indicated for the position.
  • Experience building customer-facing products using AI, LLMs, or agentic workflows.
  • Experience building integrations, APIs, or platform products.
  • Familiarity with modern discovery and awareness channels, including SEO, AI-driven search, organic, affiliate, and content.
  • A bachelor's degree; an advanced degree or relevant analytical or technical background is preferred.
  • A stable employment history with limited reliance on short-term contract roles.

Compensation & Benefits

Annual base salary: $160,000 to $200,000. Visa sponsorship is not available.

Location

Hybrid position in New York City, with 2 to 3 days onsite each week.

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