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Operations Lead

Role overview

Qualifications

  • At least 3 years of experience building products or processes in banking, fintech, payments, or crypto
  • Experience shipping production workflow automations or agents
  • Hands-on operational experience, such as queue management, case handling, or transaction processing
  • Experience owning end-to-end operational domains, including process design, SOPs, KPI definition, and tooling

Responsibilities

  • Handle operational cases directly at first to identify process gaps and establish meaningful performance metrics
  • Design and launch production automations, then validate them with live workflows and measure their impact
  • Scale automated agents across your domain while reserving human review for high-risk or complex decisions
  • Create and maintain escalation paths, standard operating procedures, and performance metrics

Key facts

Hard skills

Other skills

  • Collaboration

About the company

Clera Inc. logo

Clera Inc.

  • Job Boards & Talent Marketplaces
  • 11–50
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.

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Job description

About the Role

Own a core operational domain at an early-stage financial technology company, such as customer operations, payment operations, or financial crime operations. You will build its processes, metrics, tooling, and automations, partnering directly with the COO and working closely with Product and Engineering.

What You'll Do

  • Handle operational cases directly at first to identify process gaps and establish meaningful performance metrics.

  • Design and launch production automations, then validate them with live workflows and measure their impact.

  • Scale automated agents across your domain while reserving human review for high-risk or complex decisions.

  • Work alongside Product and Engineering to specify agents and build operational tools.

  • Create and maintain escalation paths, standard operating procedures, and performance metrics.

  • Improve throughput while keeping operational processes efficient and headcount stable.

What We're Looking For

  • At least 3 years of experience building products or processes in banking, fintech, payments, or crypto, or consulting experience with regulated financial services.

  • Experience shipping production workflow automations or agents, including AI or LLM-based systems where applicable.

  • Hands-on operational experience, such as queue management, case handling, or transaction processing.

  • Experience owning end-to-end operational domains, including process design, SOPs, KPI definition, and tooling.

  • Ability to define and optimize operational metrics and collaborate with Product and Engineering to build systems.

  • Relevant experience in regulated financial services, with exposure to compliance, risk, financial crime, payments, or settlement operations beneficial.

  • Experience building or scaling operations in an early-stage or high-growth environment is valuable.

Compensation & Benefits

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

Location

On-site in New York, New York, United States. Candidates based elsewhere must be willing to relocate.

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