Senior Agent Product Manager

Clera
  • Los Angeles, California
    5 days ago

    Job Description

    About the Role

    We're a fast-growing, Series A AI-native platform built for financial services — automating complex customer operations across lending, disputes, collections, onboarding, KYC/KYB, insurance claims, and more. Our specialist AI agents are deployed at enterprise scale, deeply integrated into customers' existing infrastructure, and built to comply with global financial regulations.

    As a Senior Agent Product Manager, you'll be the critical bridge between our customers and our product. You'll lead end-to-end implementations, serve as the primary technical partner during pre-sales and deployment, and act as the voice of the customer internally to shape our product roadmap. This is a hands-on, forward-deployed role for someone who thrives at the intersection of enterprise technology, AI, and customer outcomes.

    What You'll Do

    • Scope and lead end-to-end implementation projects that deeply embed our AI platform into enterprise customer operations, driving measurable strategic outcomes.

    • Own the full delivery lifecycle — from discovery and scoping through integration, go-live, and continuous improvement.

    • Conduct deep-dive discovery to define customer objectives, technical requirements, and the operational landscape for successful solution deployment.

    • Guide customers in tailoring and optimizing AI agent capabilities to solve unique operational challenges and maximize end-user resolution rates.

    • Proactively analyze performance data to track AI effectiveness, drive iteration, and ensure customers realize tangible business value.

    • Serve as the primary technical interface during pre-sales — supporting POCs, due diligence, and managing handoffs to implementation.

    • Collaborate closely with internal AI, Engineering, and Sales teams as the "voice of the customer," influencing the product roadmap.

    • Build scalable, high-quality onboarding and implementation processes that set all customers up for long-term success.

    • Manage project risks and governance related to AI deployment, ensuring solutions meet compliance, security, and responsible AI standards.

    What We're Looking For

    Must-haves:

    • 5+ years in forward-deployed, customer-facing technical roles delivering enterprise software or AI platform implementations.

    • Hands-on experience with APIs, system integrations, and technical solution design in enterprise customer environments.

    • Demonstrated track record of owning and delivering complex, multi-stakeholder technical projects end-to-end — from scoping through implementation.

    • Experience conducting deep-dive discovery and gathering complex business and technical requirements from enterprise customers.

    • Proficiency with analytical tools, SQL, or data warehouses (e.g., BigQuery) to analyze operational/product performance and guide decisions.

    • Experience supporting pre-sales cycles, including designing and running proof-of-concepts (POCs) and technical due diligence.

    • Experience managing compliance, security, or risk governance requirements in regulated or enterprise technology deployments.

    • Clear, confident communicator across all audiences — technical teams, senior customer leadership, and internal stakeholders.

    • Entrepreneurial mindset: comfortable with ambiguity, proactively creating structure and driving clarity where none exists.

    Nice-to-haves:

    • Experience in financial services, banking, fintech, or other regulated industries.

    • Background in AI/ML product management, agent-based automation, or intelligent workflow design.

    • Experience designing and implementing scalable customer onboarding or implementation playbooks.

    • Familiarity with responsible AI, AI governance frameworks, or ethical AI deployment standards (e.g., FCA Consumer Duty, EU AI Act).

    Location

    This is an on-site role based in Los Angeles, CA. Candidates must be willing to work from our Los Angeles office. Visa sponsorship is not available for this position.

    Compensation & Benefits

    Compensation details were not provided for this role. This is a full-time position at a well-funded, Series A startup with significant growth opportunity in a rapidly expanding AI market.

    Numbers & Facts

    LocationLos Angeles, California

    Skills

    • Analysis Skillsunmatched
    • Application Programming Interface (API)unmatched
    • Artificial Intelligence (AI)unmatched
    • Artificial Intelligence (AI) Agentsunmatched
    • Automationunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Customer Relationsunmatched
    • Data Analysisunmatched
    • Data Warehousingunmatched
    • Due Diligenceunmatched
    • Enterprise Applicationsunmatched
    • Entrepreneurshipunmatched
    • Financial Regulationsunmatched
    • Financial Servicesunmatched
    • Functional Configuration Audit (FCA)unmatched
    • Global Financial Marketsunmatched
    • Insurance Claimsunmatched
    • Know Your Customer (KYC)unmatched
    • Leadershipunmatched
    • Loan Operationsunmatched
    • Maintain Complianceunmatched
    • Onboardingunmatched
    • Operational Auditunmatched
    • Operational Measurementunmatched
    • Performance Analysisunmatched
    • Pre-Salesunmatched
    • Product Documentationunmatched
    • Product Managementunmatched
    • Product Planningunmatched
    • Project/Program Managementunmatched
    • Proof of Conceptunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • SQL (Structured Query Language)unmatched
    • Salesunmatched
    • Sales Cycleunmatched
    • Sales Supportunmatched
    • Scalable System Developmentunmatched
    • Security Monitoringunmatched
    • System Integration (SI)unmatched
    • Technical Deliveryunmatched
    • Technical/Engineering Designunmatched

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