Operations Analyst, Cleo AI
$52.8-72.4k
+ Equity
More information about location
AI personal finance assistant
Job no longer available
AI personal finance assistant
201-500 employees
Job no longer available
$52.8-72.4k
+ Equity
More information about location
201-500 employees
Company mission
To change the world’s relationship with money.
Role
Who you are
- You have experience problem solving in a fast-paced environment and are always looking for ways to improve efficiency for existing processes
- You are detail orientated and good at spotting trends
- You are a strong communicator and adept at facilitating cross-functional work streams
- You have an an analytical approach to your work and are comfortable working with data across various tools such as Excel, Google Sheets, Count, etc
- You are customer focused and operate with our end users' best interest at heart
Desirable
- Experience with credit or debit card operational processes
- Experience working in a start up environment
- Knowledge of the US financial landscape
- Any level of SQL expertise
What the job involves
- We are looking for an Operations Analyst to join our team. Working cross-functionally with product, engineering, compliance, and our partners, you will be part of the team that ensures Cleo’s products are optimized for success
- Complaints management: Assist with the management of our complaints policy, including investigation and response to escalated complaints and quality assurance checks on tracking documents
- Dispute processing: Assist with the investigation and response to customer transaction disputes and credit disputes in line with our internal procedures and regulatory timeframes
- Banking operations: Support our bank partners with requests that require Cleo investigation and action
- Iteration of existing processes: Assist in the creation and improvement of the processes key to the operation of Cleo’s products
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
Funding (last 2 of 5 rounds)
Jun 2022
$80m
SERIES C
Dec 2020
$44m
SERIES B
Total funding: $137.5m
Company benefits
- Meaningful equity with early exercise, plus top-ups on promotion
- Up to 26 weeks’ parental leave
- Paid 1-month sabbatical every 4 years
- Comprehensive health, dental & vision insurance
- Pension/401K match up to 6%
- Learning & development budget
- Mental health support via Spill
- Flexible working for a healthy work–life balance
- Work remotely from one of our hiring locations, with a hybrid option in our London office (1+ day/week)
- Annual company off-sites
- Company-wide performance reviews every 6 months
- Clear progression plans with opportunities to lead, grow, and challenge the status quo
- We’ll cover your OpenAI subscription
Company values
- Make it Happen - Own the outcome. Lend a hand, take a hand. Fast execution.
- No bullsh*t - Intellectually honest. Go hard on problems, not people. Data-backed decision making.
- Learn at Speed - Jump in and figure it out. Dig deep, do it right. Learn what matters.
- Bring Good Vibes - Read the room, lift the room. Show up for others. Keep it real, keep it positive.
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 AI
- 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
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