Clera

Senior Product Manager, SMB Platform

New YorkFull TimePosted Nov 7, 2026

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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