Operations Analyst

Remote
Cleo New York, NY $55,000 - $67,000
Full Time Entry Level

Posted 4 weeks ago Expired

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About This Role

This role involves ensuring Cleo’s products are optimized for success by managing complaints, processing disputes, and supporting bank partners. The Operations Analyst will work cross-functionally with product, engineering, compliance, and external partners.

Responsibilities

  • Assist with the management of complaints policy, including investigation and response to escalated complaints and quality assurance checks on tracking documents
  • Assist with the investigation and response to customer transaction disputes and credit disputes in line with internal procedures and regulatory timeframes
  • Support bank partners with requests that require Cleo investigation and action
  • Assist in the creation and improvement of processes key to the operation of Cleo’s products

Requirements

  • Experience problem solving in a fast-paced environment
  • Detail oriented and good at spotting trends
  • Strong communicator and adept at facilitating cross-functional workstreams
  • Analytical approach to work and comfortable working with data across various tools
  • Customer focused and operate with end users' best interest
  • Based in EST

Nice to Have

  • Experience with credit or debit card operational processes
  • Experience working in a start up environment
  • Knowledge of the US financial landscape
  • Any level of SQL expertise

Skills

Excel * SQL * Google Sheets * Count *

* Required skills

Benefits

Medical Insurance
Vision Care
Equity top-ups for team members getting promoted
Regular socials and activities
Online mental health support via Spill
Equity
Public Holidays
Generous parental leave
15 days annual leave
Additional day for every year at Cleo
OpenAI subscription
401K Matching
Dental Care
Company-wide performance reviews every 6 months
1 month paid sabbatical after 4 years

About Cleo

Cleo is a profitable, fast-growing fintech company with over $200 million in ARR, aiming to revolutionize humanity's relationship with money through a hyper-intelligent financial advisor.

Finance
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