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Operations Lead

Role overview

Qualifications

  • 3 or more years building products or processes in banking, fintech, payments, or crypto companies; or equivalent tier-1 consulting experience
  • Production automations or agents running in live environments
  • Hands-on experience with queue management, case handling, or transaction processing
  • Experience designing end-to-end operational domains including process design, SOP creation, KPI definition, and tooling selection

Responsibilities

  • Map processes to define KPIs in the first couple of months
  • Ship the first wave of automations by months 3 and 4 and validate operating model
  • Scale agents across the domain by months 5 and 6 to optimize decision-making
  • Own escalation paths, SOPs, and metrics, revising them as the system evolves

Key facts

  • Remote from: New York (USA)
  • Full time
  • Senior (5-10 years)
  • Operations Lead
  • 180 - 220K yearly
  • English

Hard skills

Other skills

  • Decision Making
  • Collaboration

About the company

Clera Inc. logo

Clera Inc.

Staffing & Recruiting

Clera is an AI talent agent that represents job candidates and connects them directly with hiring managers at venture-backed startups. The platform uses artificial intelligence to match professionals with suitable career opportunities and facilitates introductions via email, iMessage, and WhatsApp, bypassing traditional job application processes.

Company details

IndustryStaffing & Recruiting
Company size11-50

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Job description

About the Role

This is an end-to-end ownership role for one of three core operational domains: customer operations, payment operations, or fincrime operations. You report directly to the COO and are trusted with full decision-making authority from day one, running your domain like a product team inside a modern, API-first banking platform built for global fintechs and digital asset companies.

What You'll Do

  • Sit in the queue yourself during your first couple of months to map exactly where processes break and define the KPIs that prove the system works.

  • Ship the first wave of automations by months 3 and 4, validating the operating model on a live cohort and driving measurable volume increases.

  • Scale agents across your domain by months 5 and 6, leaving humans only the highest-risk decisions while the long tail runs hands-off.

  • Spec agents and shape tooling directly alongside Engineering and Product rather than filing tickets at them.

  • Own escalation paths, SOPs, and metrics, drafting and rewriting them as the system evolves.

  • Measure success by volume multiplying while headcount stays flat, not by team size.

What We're Looking For

  • 3 or more years building products or processes at a bank, fintech, payments, or crypto company, or equivalent tier-1 consulting experience with regulated financial services exposure.

  • Production automations or agents already running in live environments, not just proofs of concept.

  • Hands-on experience doing the operational work yourself, including queue management, case handling, or transaction processing.

  • Experience designing end-to-end operational domains: process design, SOP creation, KPI definition, and tooling selection.

  • Instinct to automate first and build systems smaller rather than add headcount.

  • Experience working directly with engineering and product teams to spec and build operational tooling.

  • Comfort in regulated financial services environments such as banking, payments, or fintech operations.

  • Experience with compliance, risk, or fincrime workflows is a strong plus.

  • Familiarity with AI agents, LLMs, or intelligent automation systems is a strong plus.

  • Based in New York or willing to relocate.

Compensation & Benefits

Base salary: $180,000 to $220,000 USD annually. Visa sponsorship is available.

Location

On-site in New York, NY, USA.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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