Proven track record in building customer-facing AI products
Experience with integrations, APIs, or platform development
Familiarity with SEO, AEO, and LLM-driven search channels
Responsibilities
Own the roadmap for AI features enhancing financial tasks
Improve customer journey from signup to ongoing engagement
Develop tools for invoicing, workflow automation, and reconciliation
Set strategy for integrations across various business software
Apply LLMs and automation to solve customer challenges
Run experiments to optimize onboarding and retention metrics
Collaborate with cross-functional teams to deliver products
Benefits
Hybrid work model with 2-3 days onsite in New York
Opportunity to work in a dynamic fintech environment
Engagement with cutting-edge AI technologies
Collaboration with diverse teams across the organization
Focus on improving small business financial management
Full Job 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 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.
