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Senior Agent Product Manager

Clera Competitive / DOE

Senior Agent Product Manager

Clera Worldwide Sep 23, 2026
ATS VERIFIED

> ROLE OVERVIEW

This is a senior, customer-facing product role at a Series A AI platform company serving the financial services industry. You will own end-to-end delivery of AI agent implementations for enterprise customers, sitting at the intersection of product, engineering, and customer success. The work directly shapes how financial institutions automate complex customer operations at scale.

> CORE RESPONSIBILITIES

  • Scope and lead end-to-end implementation projects that embed the AI platform deeply into customer operations.
  • Analyze performance data continuously to track AI effectiveness and drive measurable improvements in resolution rates and customer value.
  • Act as the voice of the customer internally, collaborating with AI, Engineering, and Sales teams to shape the product roadmap.

> HARD REQUIREMENTS & SPECS

  • 5 or more years in forward-deployed, customer-facing technical roles delivering enterprise software or AI platform implementations.
  • Comfortable using analytical tools and SQL or data warehouses (such as BigQuery) to surface insights and guide decisions.
  • Experience supporting pre-sales cycles, including designing and running POCs and technical due diligence.

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