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Cleo

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About

Cleo is an AI assistant designed to simplify personal finance. It offers features such as cash advances, budgeting tools, savings assistance, credit building, and habit tracking. Cleo integrates with GPT to provide personalized financial advice and support. It aims to help users manage their money effectively and improve their financial well-being. Cleo also offers a 'Haggle It' feature for negotiating bills.

Platform
Web
Keywords
aibudgetingpersonal financecash advancemoney
Task
money managing

Features

habit tracking

budgeting

credit building

saving

cash advance

haggle it (bill negotiation)

ai integration with gpt/chatgpt

Pricing Plans

Free
Free Plan

Job Opportunities

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Cleo

Chief of Staff

Cleo is an AI money pro designed to simplify your finances. It offers budgeting, saving, credit building, and cash advance features, using AI to provide personalized advice and support.

operationshybridLondonfull-time

Benefits:

  • A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles

  • Work at one of the fastest-growing tech startups, backed by top VC firms, Balderton & EQT Ventures

  • A clear progression plan.

  • Flexibility

  • Work where you work best.

Experience Requirements:

  • 6+ years of proven experience executing and leading in fast-changing, high-growth organisations (ideally in tech).

Responsibilities:

  • Work with leaders across Cleo globally to prioritise, align and deliver communications about our most important strategic initiatives to ensure Cleople are informed, engaged, and inspired.

  • Collaborate closely with senior leadership with divergent perspectives to discuss key issues and work behind the scenes to resolve disagreements, influence outcomes, and enable leader success.

  • Partner with teams developing and executing the company’s strategic vision, helping them translate it into comprehensive communications plans.

  • Take major initiatives off the Founder’s plate and lead them cross-functionally end-to-end.

  • Bring the leadership team together and run team meetings in lieu of the CEO (prepare the agenda, take notes, assign action items, follow up, and hold owners accountable for rolling out key initiatives and decisions).

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Founders Associate

Cleo is an AI money pro designed to simplify your finances. It offers budgeting, saving, credit building, and cash advance features, using AI to provide personalized advice and support.

Benefits:

  • A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles

  • Work at one of the fastest-growing tech startups, backed by top VC firms, Balderton & EQT Ventures

  • A clear progression plan.

  • Flexibility

  • Work where you work best.

Experience Requirements:

  • 2+ years in a top-tier investment bank (e.g., J.P. Morgan, Goldman Sachs, Morgan Stanley), leading consultancy (e.g., McKinsey, Bain, BCG), or a high-growth startup in a strategy or operations role.

Responsibilities:

  • Identify and lead high-impact initiatives across Cleo, solving critical challenges and driving large-scale change.

  • Dive into departments and processes that need improvement, quickly identifying pain points and executing solutions.

  • Track, monitor, and improve department-level performance metrics to drive efficiency and accountability.

  • Collaborate with product, business development, and operations teams to align priorities and execute complex initiatives.

  • Build scalable frameworks and models to support Cleo’s rapid growth globally.

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Lead Product Analyst - Virality

Cleo is an AI money pro designed to simplify your finances. It offers budgeting, saving, credit building, and cash advance features, using AI to provide personalized advice and support.

Benefits:

  • A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles

  • Work at one of the fastest-growing tech startups, backed by top VC firms, Balderton & EQT Ventures

  • A clear progression plan.

  • Flexibility

  • Work where you work best.

Experience Requirements:

  • 5+ years of experience doing quantitative analysis within a digital product environment.

Responsibilities:

  • Enabling the rapid growth of our business; understanding the ecosystem of our business and identifying the highest impact areas for product-led growth.

  • Defining key virality metrics and tracking KPIs to analyse what really matters. You’ll closely monitor our K-factor and find opportunities to improve it.

  • Leading the measurement of ROI, incrementality, and cannibalisation of new viral initiatives.

  • Influencing the roadmap of product teams through presentation of data-based recommendations.

  • Applying graph theory and building network models to uncover new viral opportunities.

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