Senior Product Manager, SMB Platform

This Senior Product Manager role focuses on building a financial platform for small businesses. You will lead the roadmap for AI features, onboarding flows, and core business tools like invoicing and reconciliation.

What you’d own

Roadmap for customer-facing AI features and LLM workflows
Onboarding, activation, and retention experiments
Business tools for invoicing, reconciliation, and automation
Partner integrations across accounting, payments, and payroll

Who it’s for

A fit if you…

✓You have 5+ years of experience in fintech or data-driven products
✓You are comfortable using experimentation and metrics to guide decisions
✓You understand modern discovery channels like SEO and AEO

Not for you if…

✗You prefer a role without heavy focus on AI/LLM integration
✗You prefer a pure remote role (requires 2-3 days in NYC office)
✗You prefer to work outside of highly regulated risk and compliance constraints

Reading between the lines

The mention of 'balancing usefulness, accuracy, privacy, and risk' suggests a high degree of oversight from legal/compliance teams.
The focus on 'onboarding, activation, and retention' implies a heavy emphasis on growth metrics and conversion funnels.

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Full job description

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.

About Clera

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Clera is an AI talent agent that represents job seekers rather than employers, making warm introductions to founders and hiring managers at venture-backed startups instead of routing resumes through an ATS. Candidates chat with Clera about the roles they want, and it surfaces matches across 600+ startups and brokers the intro directly - free for candidates, since companies pay only when they hire. Founded by three repeat founders who came out of the recruiting world, it passed $1M in annualized revenue within months of launching while representing tens of thousands of professionals. The team values in-person collaboration and works closely together.

HR & People Tech