Business Strategy and Operations

Company overview:

Hi 👋 we’re Clerkie, a fintech startup based in SF. We’re a team of nearly 30 spread across the country, and we’re on a mission to help Americans get out of debt.

The consumer debt crisis is at an all-time high ($17T) and most Americans live paycheck-to-paycheck. When people fall into debt, it’s typically driven by scenarios outside of their control, and for many families, it can be incredibly difficult to navigate. We’re here to help Americans manage their debt and give them the tools to succeed. We work closely with borrowers to help triage their financial situation, increase their credit score, and automatically negotiate their outstanding debts. We provide powerful and innovative tooling to both consumers and creditors to streamline repayment through the next generation of financial tooling.

Clerkie launched in 2018 and has significant financial backing from leading financial and venture institutions like Citi, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures.

Culture:

Every day, we obsess about how we can provide the best possible experience and outcome for our users. Our goal is to create a lasting business, one that uses true innovation to rethink the financial journey for Americans.

We’re a group of hard-working professionals who are located across the US - 4 different time zones! We have a customer-first mindset and an appetite for getting stuff done. We’re looking for a team member to help us deliver life-changing solutions to those who need them most. 💪

What we look for:

• You can pivot on the fly. Clerkie is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You’re not looking for a boring job.
• You have a “can do” attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn’t scare you, but rather empowers you to take 100% responsibility for achieving our mission.
• You’ve got positive energy. You’re optimistic about the future and determined to get there.
• You’re never tired of learning.
• You appreciate direct communication and look for feedback. You’re both an active communicator and an eager listener.

Why work for us:

• Competitive salary + equity
• Top-notch medical, dental, and vision
• 401k & retirement benefits
• Fully remote position
• Fantastic coworkers
• Annual destination company retreat 
• You’ll have the opportunity to see how all aspects of the business operate and have the chance to be a part of a startup from the very beginning.

Job Description: 

Responsibilities: 

• Conduct and report thorough and structured research on new products and services, including market mapping, pricing models, and go-to-market strategies.
• Implement and deploy pricing models for new product introductions, ensuring alignment with company objectives and market trends.
• Gather and analyze market and company-level metrics (including detailed review of regulatory filings) to identify clear trends and opportunities
• Lead special projects tailored to company needs, including organizational initiatives and new product ideation, from conception to execution.
• Assist in business forecasting, working cross-functionally with the Board and the sales, ops, and product teams.

What You'll Need: 

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2+ years of professional experience in a fast-paced role, preferably in top-tier management consulting (e.g. McKinsey, Bain, BCG), finance, product strategy, business operations in a startup tech company
• Experience reviewing financial statements (e.g. 10-K, 10-Qs).
• 2+ years of professional experience with financial forecasts.
• Strong analytical skills with the ability to interpret complex data and draw actionable insights.
• Process-driven mindset with a keen attention to detail and accuracy.
• Excellent communication and presentation skills, with the ability to effectively convey findings and recommendations to stakeholders and senior executives.
• Proven ability to thrive in a dynamic, entrepreneurial, high-growth, fast-scaling company at the intersection of technology and finance.

Nice-to-Haves:

• Experience with scaling an enterprise or software company.
• Experience in consumer and personal finance, especially at a startup.

Other criteria and cultural fitness: 

• Passion for Clerkie’s mission of empowering everyday families to manage their finances and get out of debt.
• Committed to being a part of something bigger than yourself.
• Excitement for being part of a small team and self-driven in a fast-paced environment.

Want to be a part of something bigger than yourself? Submit your resume and share why you are passionate about joining our team. Clerkie is an equal opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply.

Note: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.