Executive Assistant to the CEO, Cleo

Salary not provided

+ Equity

Senior level
London

1-2 days a week in office

Cleo

AI personal finance assistant

Job no longer available

Cleo

AI personal finance assistant

201-500 employees

FintechB2CArtificial IntelligenceBankingPersonal financeFinancial ServicesSaaS

Job no longer available

Salary not provided

+ Equity

Senior 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

  • Minimum of 5+ years of experience in an Executive Assistant or similar role, preferably in a fast-paced startup environment or supporting senior executives
  • Exceptional organisational skills, with the ability to manage multiple priorities simultaneously. Strong problem-solving abilities, attention to detail, and a proactive approach to managing tasks
  • Excellent written and verbal communication skills, with the ability to build relationships and communicate effectively with a wide range of stakeholders
  • High level of autonomy and flexibility, with the ability to adapt in a dynamic, fast-changing environment
  • A proactive, self-motivated individual with a passion for Cleo's mission
  • Experience in project management or process improvement, experience in a startup environment, and prior experience supporting executives
  • Someone with a strong sense of ownership and the drive to deliver results
  • A professional who values communication, collaboration, and continuous improvement
  • A resourceful problem-solver who thrives in a fast-paced environment and embraces challenges
  • A person with high integrity, professionalism, and discretion in handling sensitive information

What the job involves

  • We are seeking a highly organised and proactive Executive Assistant to support our CEO and Founder, Barney
  • This is a unique opportunity to join a high-growth startup, making a meaningful impact by ensuring the CEO can focus on driving Cleo’s vision and strategic priorities
  • As the Executive Assistant to the CEO at Cleo, you'll play a pivotal role in maximising the CEO’s efficiency and impact
  • This role extends beyond the usual EA duties, offering you the chance to manage projects, optimise workflows, and contribute to the overall success and growth of Cleo
  • Your work will directly enable the CEO to focus on high-priority activities, and you'll gain exposure to high-level decision-making and strategic operations in a dynamic startup environment
  • Schedule Management and Coordination: Proactively manage the CEO's complex schedule with an understanding of key business priorities. Coordinate and prioritise meetings, travel, and events, anticipating changes and resolving conflicts to ensure seamless operations
  • You also may be required to support other Execs on the team with diary management and travel arrangements
  • Project Management and Task Coordination: Assist in managing projects on a rolling basis, gathering necessary information, preparing materials, and ensuring that the CEO is well-equipped to make timely, impactful decisions
  • Monitor ongoing projects and tasks to keep the CEO informed and focused on what matters most
  • Meeting Preparation and Follow-up: Organise and prepare for meetings by gathering relevant information, preparing briefing documents, and ensuring all necessary stakeholders are prepared
  • Travel and Environment Management: Oversee all aspects of the CEO's travel arrangements, optimising travel schedules, accommodation, and logistics to create a productive environment, even while on the move
  • Address unforeseen issues promptly and ensure the CEO's time is maximised effectively
  • Communication and Liaison: Act as a key point of contact for the CEO, managing communications and ensuring timely responses
  • Facilitate effective communication across various departments and with external partners, ensuring smooth coordination and follow-up on important matters
  • Process Improvement: Continuously identify opportunities for process and workflow improvements, implementing changes that enhance the CEO’s efficiency and reduce administrative burdens
  • Professionalism and Discretion: Maintain a high level of professionalism and discretion, handling sensitive and confidential information appropriately
  • Uphold Cleo’s values and represent the CEO and the company with the highest standard of conduct

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

Insights

Strong hiring activity
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 & 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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