Executive Assistant to the CEO

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.

Role Overview:

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.

Key Responsibilities:

• 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 Assistance and Task Coordination: Assist in projects on a rolling basis, gathering necessary information, preparing materials, and ensuring that the CEO is well-equipped to make timely, impactful decisions. Owning the company newsletter - coordinating contributors / developing new sections. 
• 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.
• Personal assistance: Support the CEO in various matters, including bill management, appointment bookings.
• 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.

Requirements:

• Experience: Minimum of 5+ years of experience in an Executive Assistant or similar role, preferably in a fast-paced startup environment or supporting senior executives.
• Preferred Experience: Experience in project management or process improvement, experience in a startup environment, and prior experience supporting executives.
• Skills: 
• 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.
• Communication:
  Excellent written and verbal communication skills, with the ability to build relationships and communicate effectively with a wide range of stakeholders.
• Flexibility:
  High level of autonomy and flexibility, with the ability to adapt in a dynamic, fast-changing environment.

Who We're Looking For:

• A proactive, self-motivated individual with a passion for Cleo's mission
• 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

If you're ready to make a meaningful impact at a fast-growing company and help drive our mission forward, we'd love to hear from you!

What do you get for all your hard work?

• A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles. You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/ 
• Opportunity to work closely with the CEO and executive team of a leading global Fintech company
• Work at one of the fastest-growing tech startups, backed by top VC firms, 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 can’t fight for the world’s financial health if we’re not healthy ourselves. We work with everyone to make sure they have the balance they need to do their best work
• Work where you work best. We’re a globally distributed team. If you live in London we have a hybrid approach, we’d love you to spend one day a week or more in our beautiful office. 
• Other benefits;
• Company-wide performance reviews every 6 months 
• Generous pay increases for high-performing team members
• Equity top-ups for team members getting promoted
• 25 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo, up to 30 days)
• 6% employer-matched pension in the UK
• Private Medical Insurance via Vitality, dental cover, and life assurance
• Enhanced 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
• Workplace Nursery Scheme 
• And many more!

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.

If there’s anything we can do to accommodate your specific situation, please let us know.

UK App access: The Cleo app is no longer downloadable in the UK (but only until next year). If you’re an existing user, you’ll still have access to the app. But some features won’t be available (just for a little while). Why? 99% of our users are based 

in the US – where financial health is often overlooked. We’ve decided to shift our focus to where we can provide the most value and make the greatest impact for users who need it most. Then we’ll be able to apply what we learn to better support our UK users in the future.