Strategy & Operations Manager

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  

Join Cleo’s Strategy & Business Operations team and drive some of the company’s most critical initiatives. Our team is focused on four core priorities:

1. Shape and evolve Cleo’s company strategy in close collaboration with leadership to define our long-term vision and priorities.
2. Support planning, business operations and strategy delivery by establishing clear goals, effective rhythms and strong structures.
3. Enhance operational excellence by developing scalable tooling, frameworks, and best practices.
4. Manage cross-functional programmes and special projects that shape Cleo’s future growth.

As a Strategy & Ops Manager, you’ll contribute to all four areas. You’ll be trusted to tackle Cleo’s most complex business questions and solve a wide range of challenges, moving seamlessly between strategy thinking and hands-on delivery.

This is a dynamic and varied role. You’ll be action-oriented, curious and eager to learn. One week you might be refining our operating model; the next, rolling up your sleeves to help drive a key cross-functional project. No two weeks are the same, and your ability to work across functions and adapt quickly will be key.

Key Responsibilities 

• Shape the refresh and implementation of company, product and pillar strategies 
• Support bi-annual planning cycles and goal setting processes across functions
• Prepare internal reports to measure and communicate business performance
• Partner with product and other teams to drive cross-functional projects (e.g. GTM launch) 
• Define and implement scalable operational best practices, including documentation, internal communications and tooling improvements
• Partner with Senior Leadership to drive progress and assess new growth opportunities
• Contribute towards fundraising and IPO activities
• Take ownership of special projects and respond to emerging needs across the business

What We’re Looking For

• 4+ years of experience in an operations, strategy or a similar role, ideally in consulting, tech, or fintech
• Ability to think strategically while executing effectively at an operational level
• A detail-oriented, data-driven approach to problem-solving
• Experience managing projects/programmes with multiple stakeholders
• Excellent communication and collaboration skills, with the ability to work effectively across all levels of seniority 
• Comfortable navigating change and ambiguity in a fast-moving environment
• A team player with a proactive, problem solving mindset

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. This role aligns with the COM3 banding. Please note that the "know-how" metrics themselves will differ for this particular role, but you can use this salary range.
• 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
• Hybrid-first: Join our hybrid-first team, where we blend the best of both remote and in-office work. We expect our team members to be in our London office 1-2 times a week. On Wednesdays, we buy you lunch but you can come to the office on whichever days work best for you!
• 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.