Operations at Close

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Wealth ManagementIndustries

Requirements

Built operational infrastructure from scratch in a high-growth environment
Experience in financial services or regulated industries (fintech/wealth a plus)
Comfortable working with regulators and consultants, able to speak both languages
Systems thinker who thrives on execution and detail
High trust, high energy - brings clarity and momentum to teams

Responsibilities

Design and implement core systems for onboarding, servicing, advisor support, and customer experience
Build and automate internal processes that keep the company efficient, compliant, and scalable
Lead FCA application for advice permissions, working directly with consultants and the regulator
Connect operational design to the financial model and pricing, ensuring scalability
Evaluate and integrate key vendors (custody, KYC, ledger, compliance tools) into the wider model
Lay the foundation for a small but mighty team as the company grows

Skills

Regulatory Compliance

FCA Application

KYC

Onboarding Systems

Process Automation

Vendor Integration

Custody

Ledger

Compliance Tools

Systems Design

Financial Modeling

Close

CRM platform for startups and SMBs

About Close

Close provides a customer relationship management (CRM) platform tailored for startups and small to medium-sized businesses (SMBs). The platform enhances communication and minimizes manual data entry, allowing sales representatives to work more efficiently. Close's features include a user-friendly interface and automation tools that aim to double the productivity of sales teams. Unlike many competitors, Close operates on a subscription-based model and is a bootstrapped, profitable company with a fully remote team of around 90 employees. The company prioritizes autonomy and asynchronous communication, enabling team members to work from anywhere. Close's goal is to create a desirable work environment while maintaining transparency and investing in team growth, all while focusing on productivity and quality without micromanagement.

Toronto, CanadaHeadquarters

2013Year Founded

$243.2KTotal Funding

SEEDCompany Stage

Enterprise SoftwareIndustries

51-200Employees

Benefits

PTO

Family leave

Medical, dental, & vision coverage

401k with 6% match

Company goal-based bonus

Coworking stipend

Paid 4-week sabbatical

Flexible working hours

Risks

Emerging competitors like Celestia could threaten Close's market position.

Innovative platforms like Loft may raise CRM expectations in related industries.

Diversification trends in adjacent markets may pressure Close to expand offerings.

Differentiation

Close offers a user-friendly interface focused on sales productivity and automation.

The company operates with a 100% remote team, emphasizing asynchronous communication.

Close is bootstrapped and profitable, maintaining autonomy and transparency in operations.

Upsides

Increased CRM adoption due to remote work trends benefits Close's market position.

AI-driven automation tools align with Close's focus on reducing manual data entry.

The CRM market's projected growth offers significant opportunities for Close.

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