Forward Deployed Product Manager - Finance
CleraIndustrial Electrification company
New York, United States$140,000 – $180,000 per yearMid
Product
About the role
TL;DR
Owns client lifecycle for a fintech treasury platform, driving product feedback and expansion.
- •This is a high-ownership, high-autonomy role at an early-stage fintech startup building a modern treasury platform for US finance teams.
- •As a Forward Deployed Product Manager
- •Finance, you'll own the full client lifecycle
- •from deployment through expansion
- •for some of the company's largest clients.
- •You'll be the trusted point of contact for founders and CFOs, solving real problems in cash management, yield, and FX, while channeling what you learn directly back into the product roadmap.
- •Key Responsibilities Run end-to-end deployment and onboarding for large new clients.
- •Serve as the primary point of contact for ongoing clients, owning relationships.
- •Coordinate cross-functionally with product, engineering, compliance, and banking partners.
- •Translate client feedback into clear, prioritized product signals and champion client needs internally.
- •Build and refine the onboarding playbook.
- •Requirements 2–6 years of experience in finance or a client-facing analytical environment.
- •Genuine fluency in cash management, yield optimization, and FX concepts.
- •Proven ability to manage complex, multi-stakeholder deployments end-to-end.
- •Experience owning client relationships through the full lifecycle.
- •Ability to translate between technical/product teams and finance stakeholders.
Required skills
Product ManagementCustomer OnboardingTreasuryProject ManagementImplementation ManagementCustomer Success
Nice-to-have skills
Revenue OperationsSales Operations
Domain expertise
fintech
Benefits & perks
Early-stage equity opportunity, High-impact, high-visibility role
Tech stack
PythonJavaScriptTypeScriptSQLNode.jsReactAWSGoogle CloudAzureDockerKubernetesCI/CDGitLinuxJiraConfluenceFigmaPostmanREST APIExcelWorkdayGreenhouseLeverMarketoProduct ManagementAgileScrumKanbanUser ResearchA/B Testing