Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt.
Clerkie is a remote-first company, with over 40 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures.
About the roleWe’re looking for a driven, curious, and collaborative Associate Product Manager to join our small-but-mighty Product team. This role is ideal for someone in the early stages of their product career - whether this is your first formal PM role or your second - who’s ready to take on real ownership, build strong fundamentals, and grow alongside experienced product leaders.
You’ll work closely with our Product Managers, Designers, Engineers, and directly with our CEO and co-founder, supporting both our consumer-facing experiences and our B2B platform. This is a hands-on role where you’ll contribute meaningfully across discovery, delivery, and iteration - while learning how product decisions get made in a fast-paced Series A environment.
Our goal is for this role to be a true launchpad: building the skills, judgment, and confidence needed for long-term growth in product at Clerkie or beyond.
Here’s what you’ll do- Partner with PMs, designers, and engineers to explore problems and shape solutions
- Work directly on high-priority initiatives across our SaaS products
- Support discovery, documentation, and delivery for key product workstreams
- Join (and contribute to!) team rituals like sprint planning, retros, and roadmap reviews
- Help scope and ship features from research through release
- Keep the team organized with clear requirements, thoughtful tracking, and great communication
- Bring fresh eyes, user empathy, and curiosity to everything you touch
- Partnered with Design and Engineering to create some super slick sandbox demos that helped us win big deals
- Contributed to high-priority builds for enterprise partners, pressure-testing our infrastructure to support scale
- Collaborated directly with our SLT to scope and prioritize key updates across multiple product experiences
- Added our voice to the evolving product strategy and roadmap, helping shape how Clerkie and Fiber deliver value across every touchpoint
- Helped clean up and organize Coda, our internal knowledge hub, to make life easier for future new hires (like you!)
- Onboarded a new teammate to the Product team and updated internal rituals to set them up for success
- Spent the day on a private yacht in the Bahamas (yep), swimming with pigs, paddleboarding, jet skiing, and joining our team hackathon on a private island
- And more! From big wins to team traditions, it’s been a month - and we’re just getting started 😎
- Interest in building a career in Product
- Top-notch communication and organization skills
- Ability to think in systems, break down complex ideas, and prioritize clearly
- Curiosity, humility, and a desire to learn from others
- Motivation to own your work and grow fast
- A collaborative spirit and appreciation for feedback
- Comfort working independently in a remote environment
- Prior experience in a tech company, startup, or product-adjacent role
- Familiarity with Agile, Jira, Coda, or Figma
- Background in CS, business, design, analytics, or another relevant field
- A basic understanding of how software gets built (or a desire to learn)
- Passion for financial wellness, tech-for-good, or startup life
- 💰 Salary range: $90-110k
- 💼 Equity
- 💻 Remote-first role (US only)
- 🧘 Medical, dental, and vision insurance
- 📈 401(k) + retirement benefits
- 🌴 Paid time off + annual company retreat
- 💻 Company laptop + home office stipend
- 💙 Collaborative, values-driven culture
We believe in a two-way interview process that helps us get to know you—and helps you get to know us.
- Application (async)
- Intro Call w/ People Team (20–30 min)
- Peer Meeting w/ Product Manager (45 min)
- Take-Home Challenge + Presentation (async + 1 hour live review with Product Team)
- Final Leadership Meeting w/ an Executive (30–45 min)
Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Top Skills
What We Do
Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.
Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers.
Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals.
Our mission is to democratize financial health and provide all individuals with an actionable path to financial security.
Email us at [email protected] if you'd like to be considered for current or future opportunities to join our team.
