Senior Product Manager, SMB Platform

Clera

New York, NY

Remote

Who this role is best for

Best suited to product professionals with fintech or small-business financial product experience working in a hybrid setting.

Best fit for

Candidates with fintech or small-business financial product expertise and a strategic mindset for AI-driven workflows
— “customer-facing AI features, applying automation and LLM-driven workflows to customer needs”
Individuals with a track record of improving customer journeys and driving product adoption
— “Improve the customer journey from signup through activation and ongoing engagement”
Professionals who have led cross-functional product initiatives in data-driven environments
— “Partner with Engineering, Design, Data, Risk, Compliance, and go-to-market teams to deliver products”

Things to consider

This role requires 2 to 3 days of in-person work in New York City each week
— “Hybrid in New York City, with 2 to 3 days onsite each week”
Visa sponsorship is not available, which may limit international applicants
— “Visa sponsorship is not available”

How to stand out

Highlight experience with AI, LLMs, and customer journey optimization in your resume and interview narrative
— “Own the roadmap for customer-facing AI features, applying automation and LLM-driven workflows to customer needs”
Demonstrate your ability to run experiments and use data to drive decisions
— “Run experiments across onboarding, activation, adoption, and retention, using metrics to guide decisions”
Showcase your history of managing partner integrations and API strategies
— “Set strategy for partner integrations and APIs across accounting, payments, payroll, and business software”
Emphasize your background in building tools for invoicing and reconciliation
— “Build business tools for invoicing, workflow automation, reminders, reconciliation, and other daily financial operations”

Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

optimized customer journey
built business tools for invoicing and workflow automation
set strategy for partner integrations

Typical background

product managementfintechsmall business financial products

Skills & requirements

Required

Product ManagementFintechAi-driven WorkflowsCustomer Journey OptimizationPartner Integrations

Preferred

Llm-driven SearchAi-first Product Strategy

About the role

Original posting from Clera via Ashby

ABOUT THE ROLE
Join a product team building a financial platform for small businesses. You will lead customer-facing 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 automation and LLM-driven workflows to customer needs while balancing usefulness, accuracy, privacy, and risk.
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 partner integrations and APIs across accounting, payments, payroll, and business software.
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 deliver products.
WHAT WE'RE LOOKING FOR
5 or more years of product management experience, ideally in fintech, small-business financial products, or another data-driven product environment.
Familiarity with modern discovery channels, including SEO, AEO and LLM-driven search, organic, affiliate, and content.
A bachelor's degree; an advanced degree or relevant analytical or technical background is preferred.
Experience using experimentation and metrics to inform product decisions, and comfort collaborating across disciplines.
COMPENSATION & BENEFITS
Base salary: $160,000 to $200,000 annually. Visa sponsorship is not available.
LOCATION
Hybrid in New York City, with 2 to 3 days onsite each week.

Source: Clera careers (Ashby)