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Operations Lead

Role overview

Summary

This role is for an Operations Lead at an early-stage fintech, focusing on core operational domains like customer or payment operations. You will build and improve processes and tooling while collaborating with Product and Engineering to enhance operational capacity.

Qualifications

  • Approximately 3 to 6 years of experience in operations ownership at an early-stage technology company.
  • Experience in fintech, payments, banking, crypto, or another regulated financial services environment.
  • A track record of shipping production workflow automations or agents.
  • Experience designing end-to-end operational processes, including SOPs, KPIs, and tooling.
  • Hands-on familiarity with queue management, case handling, transaction processing, or similar operational work.

Responsibilities

  • Handle operational cases directly to identify process gaps and establish performance metrics.
  • Design and launch production automations, measuring their impact on workflows.
  • Develop agent-based systems that automate routine work while ensuring human review for high-risk decisions.
  • Partner with Product and Engineering to define and build operational tooling.

Key facts

Hard skills

Other skills

  • Communication
  • Teamwork
  • Problem Solving

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 fintech, such as customer operations, payment operations, or financial crime operations. You will build and improve its processes, metrics, tooling, and automations, working closely with Product and Engineering to increase operational capacity while keeping teams lean.

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 measure their impact on live workflows.

  • Develop agent-based systems that automate routine work while keeping human review for high-risk decisions.

  • Partner with Product and Engineering to define and build operational tooling.

  • Create and maintain standard operating procedures, escalation paths, and domain-specific KPIs.

  • Improve throughput and reliability without relying on proportional headcount growth.

What We're Looking For

  • Approximately 3 to 6 years of experience, including hands-on operations ownership at an early-stage technology company.

  • Experience in fintech, payments, banking, crypto, or another regulated financial services environment.

  • A track record of shipping production workflow automations or agents, rather than prototypes alone.

  • Experience designing end-to-end operational processes, including SOPs, KPIs, and tooling.

  • Hands-on familiarity with queue management, case handling, transaction processing, or similar operational work.

  • Ability to work directly with Product and Engineering teams to shape operational systems and tools.

  • Experience with payment operations, compliance, risk, or financial crime workflows is valuable.

Compensation & Benefits

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

Location

On-site in New York, New York. Candidates should be based in New York or willing to relocate.

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