Director/Head of Partnerships, Cleo

£98-145k

+ Equity

Excel
Expert level
London

1-2 days a week in office

Cleo

AI personal finance assistant

Open for applications

Cleo

AI personal finance assistant

201-500 employees

FintechB2CArtificial IntelligenceBankingPersonal financeFinancial ServicesSaaS

Open for applications

£98-145k

+ Equity

Excel
Expert level
London

1-2 days a week in office

201-500 employees

FintechB2CArtificial IntelligenceBankingPersonal financeFinancial ServicesSaaS

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 have worked within a financial technology company and/or have experience in the financial technology sector, 10+ years experience
  • You have led teams of 5+ people, and have experience managing across a horizontal business, and experience in leadership functions
  • You are in a senior leadership function, helping drive strategy and making clear business decisions
  • You have overseen and participated in the management of partnerships, operations or with third party service providers
  • You have experience negotiating large scale contracts and overseen complex commercial evaluations
  • You have excellent project management skills, and have delivered large-scale projects across a cross-functional team
  • You have worked closely with product, data and engineering teams
  • You can demonstrate a sharp analytical mind, and the ability to identify root-cause issues
  • You have the ability to distill complex issues into structured frameworks and action plans, and communicate them clearly across company disciplines
  • You’re good at working from 0-1 on problems and can share examples of teams or operational processes and systems that you have led from idea to execution
  • Nice to haves

Desirable

  • You have worked at a VC-backed startup before, and have seen hyper-growth in action and have led a company from start up to scale up
  • Comfortable producing and reviewing financial analysis or business operating models in Excel
  • Experience in project management

What the job involves

  • We’re looking for someone to oversee and manage all of Cleos’ growing Operations and Partnerships team
  • As the Director/Head of Partnerships, you will be leading a team and be instrumental in getting Cleo to the next phase
  • Your remit will include overseeing all partnerships, our banking products and banking operations, as well as our financial reporting and reconciliation
  • This role reports into the Chief Financial Officer
  • Leading: You will be responsible for leading the team that supports all of the operations at Cleo, including Partnerships, Operations, Banking Products, Customer Service and more. You will be responsible for setting the strategy for this team, maintaining OKRs and delivering business results. You will serve on the wider leadership team
  • Operations Excellence: Working to elevate the visibility, performance, and importance of operations across the company, expanding current remit, and strengthening cross-functional relationships - including integration with product, engineering and more
  • Partnerships: You will oversee the management of all the relationships with our external partners to serve complex financial products, lead on commercial negotiations, future product development and BAU partnership management. You will be responsible for ensuring we have the right partners, at the right cost to serve, enabling Cleo to continue to scale quickly and deliver best in class products
  • Customer Service: Your team is responsible for the delivery of all customer service related activities, and you will be responsible for ensuring delivery of OKRs, scaling of a global team, and ensuring the best customer experience for our users
  • Credit Card and Banking Operations: You will oversee all of the team responsible for operations behind banking products, including bank partner management, audits, testing, quality assurance, as well as traditional credit operations including disputes, complaint management, credit reporting and more. You will ensure that Cleo has the right set of banking partners required to operate our current and future product sets
  • Product ops: Your team serves as the glue between the product, operations and compliance structure - you will oversee and help build out processes, success measures and executing on initiatives to operationalize Cleo’s operations, improve our systems and hit OKRs

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.

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 headshot

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Rocket List 2021
Top investors

Many candidates hear
back within 2 weeks

43% female employees

24% employee growth in 12 months

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

  • 25 days of Annual leave a year + public holidays (+ an additional day for every year you spend at Cleo)
  • 401k matching in the US and 6% employer-matched pension in the UK
  • Online courses, £150 annual budget & internal training to level up your skills
  • Regular socials and activities, online and in-person
  • Online mental health support via Spill
  • 1 month paid sabbatical after every 4 years with Cleo
  • OpenAI Plus subscription
  • Electric vehicle salary sacrifice scheme and cycle-to-work scheme
  • Life assurance and income protection via AIG
  • Medical insurance via Axa and Healthcare cash plan via Medicash
  • Performance reviews every 8 months. Generous pay increases for high performers and high-growth team members. Equity top-ups for team members getting promoted

Company values

  • Make it Happen
  • Learn at Speed
  • Bring Good Vibes

Company HQ

London, UK

Leadership

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.


People progressing

Joined Cleo straight from Makers Academy in 2018, and became Technical Lead in 2021.

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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