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Operations Coordinator

Cleoabout 21 hours ago
Remote
Mid Level
full_time

Top Benefits

401k matching program
Medical, dental, and vision insurance
Generous parental leave policy

About the role

About The Company About Cleo At Cleo, we're not just building another fintech app. We're embarking on a mission to fundamentally change humanity's relationship with money. Imagine a world where everyone, regardless of background or income, has access to a hyper-intelligent financial advisor in their pocket. That's the future we're creating.

Cleo is a rare success story: a profitable, fast-growing unicorn with over $200 million in ARR and growing over 2x year-over-year. This isn't just a job; it's a chance to join a team of brilliant, driven individuals who are passionate about making a real difference. We have an exceptionally high bar for talent, seeking individuals who are not only at the top of their field but also embody our culture of collaboration and positive impact.

If you’re driven by complex challenges that push your expertise, the chance to shape something truly transformative, and the potential to share in Cleo’s success as we scale, while growing alongside a company that’s scaling fast, this might be your perfect fit.

Follow us on LinkedIn to keep up to date with new product features and insights from the team.

About The Role If you’re highly organized, detail-oriented, and excited to learn how creative teams work, this role is for you. We’re a fast-growing Series C startup looking for an Operations Coordinator to keep our creative studio running smoothly, with a special focus on compliance management.

This role is ideal for someone starting their career who wants to get exposure to tech, SaaS, marketing, and creative operations. You’ll learn how campaigns move from concept to live assets, how compliance shapes creative in regulated industries, and how to keep resourcing and workflows aligned across a busy studio.

Your days will be filled with coordinating asset movement, double-checking details, onboarding company members to our studio-adjacent tools, advising on studio resourcing, and keeping our compliance documentation tidy and up-to-date. You’ll be the grease that keeps the studio production wheels turning - making sure nothing slips through the cracks.

This is an individual contributor role reporting to the Growth Marketing Project Manager. While the role is fully remote, the ideal candidate is located in the Eastern Time Zone to align with our team members in London and North America.

What You'll Be Doing

  • Shepherding assets through compliance by checking that tickets and attachments have the right context and formats before submission to our internal compliance team and bank partners.
  • Managing the compliance dashboard by tracking submissions, approvals, and turnaround times to give the studio visibility into bottlenecks, deadlines, and overall compliance health.
  • Distributing compliance updates to the studio by updating Figma templates, auditing existing assets for required changes, and maintaining up-to-date documentation.
  • Maintaining and organizing our digital asset management tool (Frontify) to ensure assets are tagged and searchable, compliance approvals and details are documented, and the team is using the library consistently and correctly.
  • Assisting with audit preparation by gathering and organizing marketing materials needed for compliance and bank partner audits.
  • Monitoring creative studio resourcing by tracking workload distribution and flagging imbalances to leads, helping optimize team capacity.
  • Supporting training and onboarding by helping new Cleo employees, freelancers, and agency partners learn studio tooling basics (ex: how to submit requests to the studio in ClickUp, find assets in Frontify, etc.) and compliance requirements when applicable.
  • Support smooth collaboration between creative, compliance, and marketing stakeholders by reducing miscommunication and flagging risks before they become blockers.
  • Managing billing and subscriptions for studio tools to ensure accounts remain updated and accurate.

About You You’re meticulous and organized. You have a sharp eye for detail and take pride in keeping things organized and accurate. You’re a fast learner who thrives on structure but isn’t afraid to ask questions. You’re curious about how creative, compliance, and marketing teams work together, and you’re eager to gain experience in a fast-paced startup environment.

  • Extremely detail-oriented with a sharp eye for accuracy.
  • Highly organized; you thrive on lists and clear workflows.
  • Quick learner who adapts easily to new tools and processes.
  • Strong communicator who shares the right information at the right time.
  • Comfortable managing multiple tasks at once.
  • Curious and eager to gain exposure to marketing, tech, SaaS, and creative operations.
  • Bonus: familiarity with tools like ClickUp, Figma, or digital asset management systems (but not required—we’ll train you).

What do you get for all your hardwork?

  • A competitive compensation package (base + equity) with reviews every 6 months.
  • Work at one of the fastest-growing tech startups, backed by top VC firms, Sofina, Balderton & EQT Ventures
  • A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your impact. Always with our complete support.
  • Flexibility: We work to live, we don’t live to work. Cleo works with everyone on our team to ensure that they have the balance they need to reach their full potential.
  • Work where you work best. We’re a globally distributed team. Our US team works fully remotely, but we host virtual socials and an annual company offsite in Europe with all expenses paid.

Other Benefits

  • 15 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo)
  • Performance reviews every 6 months,
  • Generous pay increases for high performers and high-growth team members
  • Equity top ups for team members getting promoted
  • Check out our new benefits package here: https://web.meetcleo.com/blog/big-benefits-energy-the-latest-cleo-employee-benefits
  • 401k matching
  • Medical Insurance, Dental and Vision care
  • Generous Parental Leave
  • 1 month paid sabbatical after 4 years at Cleo
  • Regular socials and activities, online and in-person
  • We'll pay for your OpenAI subscription
  • Online mental health support via Spill
  • And many more!

Welcoming everyone We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds. By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with CLEO. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with CLEO may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with CLEO's Candidate Privacy Notice

About Cleo

Financial Services
201-500

Cleo. Where AI meets money.

Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change.

Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer.

Our mission? To change the world's relationship with money.

Cleo is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.

Using simplicity and humor, she’s helped millions of people improve their relationship with money, because we believe that everyone has the potential to achieve financial well-being in just one generation.

Through a personalized chat, she provides you with deep insight about your money and tailored financial tools that increase your ability to save, all while making you laugh.

We’re a product for the next generation. That means that we are committed to inclusive and unbiased financial growth for all. It also means dropping the BS.

In the past year or so we’ve grown the Cleo team from 100 to 250+, and closed a $80m Series C led by Sofina (that’s a $500M valuation).

Want to get involved?

You know that awful feeling when you wake up wondering if what you’re about to do for the next 8 hours actually matters? That doesn’t happen here much.

Everything we do is grounded in purpose. And because we’re all showing up for the same reason, collaboration comes easy.

We have a culture of stepping up. We want, and expect you to grow and develop. You’ll have our support in everything you do. But more importantly, you’ll have our trust.

We treat our people as humans first, employees second, which means giving everyone a voice. All perspectives are embraced here.