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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

Oct 22
Remote product-manager Principal (10+ yrs) Full-time United States
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About the role

Own the roadmap and customer experience for AI features, onboarding, financial workflows, and integrations across accounting, payments, payroll, and business software. Run experiments to improve activation, adoption, and retention, and partner with cross-functional teams to launch products while balancing usefulness, accuracy, privacy, and risk.

What they look for

Product Management AI Product Development Large Language Models Agentic Workflows Platform Products API Integrations Product Roadmapping Customer Onboarding Customer Activation Workflow Automation Financial Operations Experimentation Metrics-Driven Decision-Making SEO Answer Engine Optimization Cross-Functional Collaboration

Requirements

The role seeks senior-level product management experience, with 5 to 15 years identified as relevant, plus experience building AI or LLM-powered products and integrations, APIs, or platform products. Candidates should be familiar with modern discovery channels such as SEO, AEO, organic, affiliate, and content; a bachelor's degree is required, while an advanced degree or relevant analytical or technical background is preferred.

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 financial tasks more easily and reach value faster.

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 and enhance tools for invoicing, workflow automation, reminders, reconciliation, and everyday 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 metrics to guide decisions and scale successful improvements.
  • Partner with Engineering, Design, Data, Risk, Compliance, and go-to-market teams to launch products.

What We're Looking For

  • Product management experience appropriate to a senior-level role; 5 to 15 years of experience is relevant.
  • Experience building products with AI, LLMs, or agentic workflows.
  • Experience building integrations, APIs, or platform products.
  • Familiarity with modern discovery channels, including SEO, AEO and LLM-driven search, organic, affiliate, and content.
  • Bachelor's degree; an advanced degree or relevant analytical or technical background is preferred.

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 per week on-site.

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