Senior Product Manager, SMB Platform

Clera

• $160K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience as a product manager, preferably in fintech or a related field.
  • Experience with SMB onboarding, workflow tools, integrations, or AI products.
  • Proven proficiency in experimentation and data-driven decision-making.
  • Familiarity with large language models (LLMs) and AI-driven interfaces.
  • Strong ability to collaborate effectively across engineering, design, compliance, and marketing teams.
  • Successful history of launching products that enhance growth or retention.

Responsibilities

  • Own the roadmap for customer-facing AI features, focusing on real-world financial problems.
  • Enhance the new customer journey from signup to activation for quicker user value realization.
  • Develop and refine tools for invoicing, automation, and other critical financial operations.
  • Lead partner integration and API strategies to create seamless workflows across platforms.
  • Conduct experiments to improve onboarding and retention metrics, scaling successful initiatives.
  • Collaborate with cross-functional teams to bring products from concept to market.

Benefits

  • Flexible work environment with hybrid options in New York City.
  • Opportunity to innovate in the fintech space, particularly with AI integration.
  • Collaborative culture with access to cross-functional expertise.
  • Focus on creating meaningful products that impact small businesses directly.
  • Engagement in high-impact product initiatives that shape user experiences.
Full Job Description
About the Role

This Senior Product Manager role sits at the heart of a fintech platform built for small and independent businesses, owning a high-impact area that spans onboarding and activation, workflow tooling, partner integrations, and customer-facing AI experiences. The work directly shapes how small business owners manage their finances day to day, making complex financial tasks easier, faster, and more intuitive.
What You'll Do
  • Own the roadmap for customer-facing AI features, applying LLMs, agentic workflows, and automation to real small-business financial problems with a thoughtful eye on accuracy, privacy, and risk.
  • Improve the new-customer journey from signup through activation, helping users reach value quickly and deepen engagement over time.
  • Build and enhance business workflow tools such as invoicing, automation, reminders, reconciliation, and other day-to-day financial operations.
  • Lead the strategy for partner integrations and APIs, connecting accounting, payments, payroll, and business software into useful, end-to-end workflows.
  • Run experiments across onboarding, adoption, and retention, defining success metrics and turning successful tests into scalable product improvements.
  • Partner closely with Engineering, Design, Data, Risk, Compliance, and go-to-market teams to bring products to market.
What We're Looking For
  • Meaningful experience as a product manager, ideally in fintech or a closely adjacent domain.
  • Hands-on background in at least one core area: SMB onboarding and activation, workflow tooling, integrations and APIs, or customer-facing AI products.
  • Demonstrated fluency with experimentation, A/B testing, and data-driven decision-making.
  • Comfort working with LLMs and AI-driven product surfaces, with an understanding of the tradeoffs involved.
  • Strong cross-functional collaboration skills, with experience aligning engineering, design, compliance, and go-to-market stakeholders.
  • A track record of shipping products that drive measurable growth, retention, or monetization outcomes.
Compensation & Benefits

Base salary: $160,000 to $200,000 USD annually. Visa sponsorship is not available for this role.
Location

Hybrid, based in New York City, New York, USA (2 to 3 days per week on-site in the Financial District).

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