Strategy & Operations Manager, Cleo
+ Equity
1-2 days a week in office
AI personal finance assistant
Posted today
AI personal finance assistant
201-500 employees
Posted today
+ Equity
1-2 days a week in office
201-500 employees
Company mission
To help millions of people improve their financial health, and relate to them in a way their banks never could.
Role
Who you are
- You’ll be action-oriented, curious and eager to learn
- 4+ years of experience in an operations, strategy or a similar role, ideally in consulting, tech, or fintech
- Ability to think strategically while executing effectively at an operational level
- A detail-oriented, data-driven approach to problem-solving
- Experience managing projects/programmes with multiple stakeholders
- Excellent communication and collaboration skills, with the ability to work effectively across all levels of seniority
- Comfortable navigating change and ambiguity in a fast-moving environment
- A team player with a proactive, problem solving mindset
What the job involves
- Shape and evolve Cleo’s company strategy in close collaboration with leadership to define our long-term vision and priorities
- Support planning, business operations and strategy delivery by establishing clear goals, effective rhythms and strong structures
- Enhance operational excellence by developing scalable tooling, frameworks, and best practices
- Manage cross-functional programmes and special projects that shape Cleo’s future growth
- As a Strategy & Ops Manager, you’ll contribute to all four areas
- You’ll be trusted to tackle Cleo’s most complex business questions and solve a wide range of challenges, moving seamlessly between strategy thinking and hands-on delivery
- This is a dynamic and varied role
- One week you might be refining our operating model; the next, rolling up your sleeves to help drive a key cross-functional project
- No two weeks are the same, and your ability to work across functions and adapt quickly will be key
- Shape the refresh and implementation of company, product and pillar strategies
- Support bi-annual planning cycles and goal setting processes across functions
- Prepare internal reports to measure and communicate business performance
- Partner with product and other teams to drive cross-functional projects (e.g. GTM launch)
- Define and implement scalable operational best practices, including documentation, internal communications and tooling improvements
- Partner with Senior Leadership to drive progress and assess new growth opportunities
- Contribute towards fundraising and IPO activities
- Take ownership of special projects and respond to emerging needs across the business
Salary benchmarks
Our take
People are increasingly not satisfied with the products being offered by traditional banks, which have proven slow to react to the needs of younger consumers who expect more from their everyday experiences.
Cleo was one of the first companies to make great use of chatbots that sit within Facebook's messenger app. This chatbot-first approach and Gen Z user base have given it strong virality. It now has millions of registered users, 99% of which are based in the US, leading to a decision to take a year break from the UK market to focus on its US Gen Z customers. And after a successful year in the US its now eyeing up a return to the UK.
Its Series C funding will help the company to double down in the US, where it will make a significant increase in employee headcount, and enable Cleo to maintain and expand its service during an economic downturn.
Financial advice delivered via bots is a crowded space, so Cleo benefits from having a strong brand presence. It has gone for very bold, fun, Gen Z-focused messaging which helps it to stand out from competitors such as Emma, Plum, and Chip.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Employee endorsements
Nice people
"Cleople are unmatched. The vibes, the energy, the friendships. I genuinely love my colleagues and have developed real-life friendships. I don't know..."
Funding (last 2 of 5 rounds)
Jun 2022
$80m
SERIES C
Dec 2020
$44m
SERIES B
Total funding: $137.5m
Company benefits
- Learning and development
- Mental health support
- Agile working
Company values
- Make it Happen
- Learn at Speed
- Bring Good Vibes
Company HQ
London, UK
Leadership
Barnaby Hussey-Yeo
(Founder & CEO)Previously a Data Scientist at Wonga, one of the companies that pioneered the smart use of data for loan decisions. Joined Entrepreneur First where Cleo was formed.
Diversity, Equity & Inclusion at Cleo
Annie Jackson (Head of Talent )
- We’ve set up an internal committee of truly passionate people that are dedicated to ensuring Diversity and Inclusion is embedded in how we all operate as a team. We agree on meaningful actions, and get on with implementing them. We have three main focuses right now, which are:
- 1) Improving SocioEconomic diversity across the company
- 2) Increasing the number of women in Leadership roles
- 3) More community outreach
- Check out our 2022 Diversity and Inclusion report, here: https://web.meetcleo.com/blog/cleo-diversity-equity-and-inclusion-report-2022
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