Executive Assistant, Cleo AI
Founder
+ Equity
More information about location
AI personal finance assistant
Job no longer available
AI personal finance assistant
501-1000 employees
Job no longer available
+ Equity
More information about location
501-1000 employees
Company mission
To change the world’s relationship with money.
Role
Who you are
- 5+ years in an Executive Assistant or similar role, ideally in a fast-paced startup or supporting senior executives
- Experience in project management or process improvement is a plus
- Experience managing or coordinating others preferred
- Exceptional organisational skills with the ability to manage multiple priorities simultaneously
- Strong problem-solving abilities and attention to detail
- Clear, concise written and verbal communication
- High level of autonomy and flexibility in a dynamic, fast-changing environment
- High EQ, discretion, and sound judgement when handling sensitive information
- Proactive and self-motivated - you don't wait for instructions
- Strong sense of ownership and drive to deliver results
- Values communication, collaboration, and continuous improvement
- Resourceful and thrives under pressure
- High integrity and professionalism; you represent Cleo and Barney to the highest standard
What the job involves
- Cleo moves fast, and the Founder's time is our most scarce resource. We're looking for a highly organised and proactive Executive Assistant to support Barney, Cleo's CEO and Founder
- This isn't a traditional EA role. You'll go beyond day-to-day support - managing projects, optimising workflows, and driving execution across the business on Barney's behalf
- Your work will directly enable him to focus on Cleo's highest-priority activities, and you'll gain real exposure to high-level decision-making in a fast-moving startup
- Schedule management and coordination - Proactively manage the CEO's complex schedule with a clear understanding of business priorities. Coordinate and prioritise meetings, travel, and events anticipating conflicts and resolving them before they become problems. You may also support other members of the exec team with diary management and travel arrangements
- Project assistance and task coordination - Support rolling projects by gathering information, preparing materials, and ensuring Barney is well-equipped to make timely, impactful decisions. You'll also own the company newsletter - coordinating contributors and developing new sections
- Meeting preparation and follow-up - Organise and prepare for meetings: gather relevant information, produce crisp briefing documents, and make sure all necessary stakeholders are ready. Ensure decisions land with clear follow-through
- Travel and logistics - Oversee all aspects of the CEO's travel - itineraries, accommodation, logistics - optimising for productivity even when he's on the move. Handle the unexpected promptly and keep things running smoothly
- Communication and liaison - Act as a trusted point of contact for the CEO with internal teams and external partners. Manage communications, ensure timely responses, and facilitate smooth coordination and follow-up across the business
- Process improvement - Continuously spot opportunities to improve workflows and reduce administrative load - then actually implement the changes
- Personal assistance - Support Barney with personal matters including bill management and appointment bookings
- Handle sensitive and confidential information with sound judgement and complete discretion. You represent both Barney and Cleo - the standard is high
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
Funding (last 2 of 6 rounds)
Jun 2022
$80m
SERIES C
Dec 2020
$44m
SERIES B
Total funding: $137.7m
Company benefits
- Meaningful equity with early exercise, plus top-ups on promotion
- Primary caregiver: 18 weeks at full pay / Secondary caregiver: 6 weeks full pay, 6 weeks half pay (dependant on tenure)
- Paid 1-month sabbatical every 4 years
- Comprehensive health, dental & vision insurance
- Learning & development training platform
- Mental health support via Spill
- Company-wide performance reviews every 4 months
- We’ll cover your OpenAI or Claude subscription
- Pension match up to 6%
- Life assurance
- 25 days annual leave + an extra day for every year you’re at Cleo (up to five accrued days)
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
Finsbury, 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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