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Operations Lead

Role overview

Summary

This role is for an Operations Lead at an early-stage fintech company, focusing on core operational domains. You will collaborate with Product and Engineering to enhance processes and automation, ensuring efficient operations in a regulated financial environment.

Qualifications

  • Approximately 3 to 6 years of experience building products or processes in fintech, banking, payments, crypto, or regulated financial services consulting.
  • Hands-on operations ownership at a technology startup, ideally an early-stage company.
  • Experience shipping production workflow automations or agents, including AI or LLM-enabled systems.
  • Strong understanding of regulated financial operations, with compliance, risk, financial crime, payment, clearing, or settlement experience valued.
  • Ability to work directly with Product and Engineering to shape operational systems.

Responsibilities

  • Handle operational cases directly to identify process gaps and establish performance metrics.
  • Design and launch production automations, measuring their impact on throughput and quality.
  • Develop agent-based workflows that automate routine work while routing high-risk decisions to people.
  • Create and maintain SOPs, escalation paths, KPIs, and domain processes.

Key facts

Hard skills

Other skills

  • Problem Solving
  • 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 fintech company, such as customer operations, payment operations, or financial crime operations. You will build and improve its processes, metrics, tooling, and automation in close partnership with Product and Engineering.

What You'll Do

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

  • Design and launch production automations, then measure their impact on throughput and quality.

  • Develop agent-based workflows that automate routine work while routing high-risk decisions to people.

  • Work alongside Product and Engineering to define and build operational tools and systems.

  • Create and maintain SOPs, escalation paths, KPIs, and domain processes.

  • Improve operational capacity while keeping the approach hands-on and automation-focused.

What We're Looking For

  • Approximately 3 to 6 years of experience building products or processes in fintech, banking, payments, crypto, or regulated financial services consulting.

  • Hands-on operations ownership at a technology startup, ideally an early-stage company.

  • Experience shipping production workflow automations or agents, including AI or LLM-enabled systems.

  • Experience owning operational domains end to end, from case handling and process design to SOPs, KPIs, and tooling.

  • Strong understanding of regulated financial operations, with compliance, risk, financial crime, payment, clearing, or settlement experience valued.

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

  • A proactive, practical approach to solving operational problems through automation rather than adding manual capacity.

Compensation & Benefits

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

Location

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

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