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

Key technologies and capabilities for this role

Regulatory ComplianceFCA ApplicationKYCOnboarding SystemsProcess AutomationVendor IntegrationCustodyLedgerCompliance ToolsSystems DesignFinancial Modeling

Questions & Answers

Common questions about this position

Is this role remote or onsite?

The role is onsite.

What salary or compensation is offered for this position?

This information is not specified in the job description.

What key experiences or skills are required for this Operations role?

Candidates need experience building operational infrastructure from scratch in a high-growth environment, background in financial services or regulated industries (fintech/wealth a plus), comfort working with regulators and consultants, and must be a systems thinker who thrives on execution and detail.

What is the company culture like at Clove?

Clove offers a high trust, high energy environment with a small, senior founding team where you'll have ownership, flexibility, real impact, and direct work with founders.

What makes a strong candidate for this role?

Strong candidates have built operational infrastructure from scratch in high-growth settings, have financial services or regulated industry experience, can handle regulators and consultants, and are systems thinkers with high energy who excel in execution.

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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