Operations Lead

Clera

New York, NY

Remote

Who this role is best for

Operations professionals with automation experience in financial services will find this role in process optimization and cross-functional collaboration at an early-stage fintech in New York.

Best fit for

Candidates with end-to-end operational ownership experience in fintech or banking domains
— “owning operational domains end to end, including process design, SOPs, KPIs, and tooling”
Professionals familiar with AI or LLM systems and their integration into operations
— “Knowledge of workflow automation, agent-based operating models, and AI or LLM-enabled systems”

Things to consider

On-site presence in New York is required despite being an early-stage company
— “On-site in New York, New York, United States.”
The role demands maintaining flat headcount while improving operational capacity
— “Improve operational capacity and quality while keeping headcount flat.”

How to stand out

Highlight specific automation projects you've shipped in regulated financial environments
— “Experience shipping production automations or agents in live environments”
Demonstrate experience in defining and tracking operational KPIs and SOPs
— “Create and maintain escalation paths, standard operating procedures, and operational metrics”
Showcase your ability to collaborate with engineering and product teams on tooling
— “Work directly with Engineering and Product to define agents and build operational tools”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

build and improve operational processes
design and launch automations

Typical background

3+ years building products or processes in banking, fintech, payments, or crypto

Skills & requirements

Required

Process DesignAutomationOperational MetricsTeam Management

Preferred

Financial Services ExperienceAi-enabled Systems

Stack & domain

BankingFintechPaymentsCryptoWorkflow AutomationAgent-based Operating ModelsAILlm-enabled SystemsOperational MetricsOperational QueuesCase HandlingTransaction ProcessingComplianceRiskFinancial CrimeClearingSettlementProcess DesignSopsKpisToolingOperational CapacityQualityHeadcount ManagementFinancial Technology

About the role

Original posting from Clera via Ashby

ABOUT THE ROLE
Own a core operational domain at an early-stage financial technology company, spanning customer operations, payment operations, or financial crime operations. You will build and improve the processes, metrics, tooling, and automations that let the operation handle more volume without growing headcount.
WHAT YOU'LL DO
Handle operational cases directly at first to understand where workflows break and establish meaningful performance metrics.
Design and launch automations, then test the operating model with live workflows and measure its impact.
Develop automated agents for routine work, keeping people focused on high-risk or complex decisions.
Work directly with Engineering and Product to define agents and build operational tools.
Create and maintain escalation paths, standard operating procedures, and operational metrics.
Improve operational capacity and quality while keeping headcount flat.
WHAT WE'RE LOOKING FOR
At least 3 years building products or processes in banking, fintech, payments, or crypto, or experience in top-tier consulting with regulated financial services exposure.
Experience shipping production automations or agents in live environments, not just proofs of concept.
Experience owning operational domains end to end, including process design, SOPs, KPIs, and tooling.
Knowledge of workflow automation, agent-based operating models, and AI or LLM-enabled systems.
Experience defining and improving operational metrics, and working with Engineering and Product to build tools.
Hands-on experience with operational queues, case handling, transaction processing, or related work; familiarity with compliance, risk, financial crime, payments, clearing, or settlement is valuable.
COMPENSATION & BENEFITS
Base salary is $180,000 to $220,000 USD annually. Visa sponsorship is available.
LOCATION
On-site in New York, New York, United States.

Source: Clera careers (Ashby)