Sales Development Representative, Clerkie

$55-75k

+ Bonus

Hubspot
Junior level
San Francisco Bay Area
Clerkie

AI financial planner

Open for applications

Clerkie

AI financial planner

21-100 employees

B2CArtificial IntelligenceFinancial Services

Open for applications

$55-75k

+ Bonus

Hubspot
Junior level
San Francisco Bay Area

21-100 employees

B2CArtificial IntelligenceFinancial Services

Company mission

To democratize financial health and provide all individuals with and actionable path to financial security.

Company mission

To democratize financial health and provide all individuals with and actionable path to financial security.

Top investors

Few candidates hear
back within 2 weeks

Our take

In today's economic climate, a significant proportion of the American population is facing mounting debt rates. This unfortunate reality creates a lose-lose situation for both borrowers and financial institutions, who are experiencing billions of dollars in losses.

Clerkie is a financial automation platform designed specifically to assist Americans in managing their debt obligations and reducing their debt burden. By leveraging cutting-edge technology, the platform analyzes users financial data, including their income, expenses, debts, and investments, to generate a tailored financial plan that is customized to their needs and goals.

Through this personalized approach, Clerkie enables users to take control of their finances, make informed decisions, and effectively manage their debt in a responsible & sustainable manner. By providing users with the tools they need to succeed, Clerkie is helping to promote financial well-being and create a brighter future for all Americans.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • Equity options
  • Top-notch medical, dental, and vision
  • 401k & retirement benefits
  • Fully remote working
  • Annual destination company retreat

Funding (last 2 of 3 rounds)

Apr 2023

$33m

SERIES A

Dec 2020

$6m

SEED

Total funding: $41m

This company has top investors

Leadership

Graduated from Stanford University with an MBA in General Management, Finance and Entrepreneurship. Previously a Manager at McKinsey & Company as well as a Director of Constellation R&D at Alcon.

Graduated from Stanford University with a Bachelor's degree in Mechanical Engineering. Previously worked as a Business Analyst at McKinsey & Company.

Previously served as the VP of Business Operations at Grovo and as a Business Analyst at McKinsey & Company.

Jobs (2)

All locations

Software Engineering

Sales & Account Management