Cleo (US)

Account Executive, Install Base

Cleo (US)

10 days ago
United States
Onsite
Full Time
Junior
0 applicants
Cleo (US)
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About this role

The Account Executive at Cleo is responsible for selling products directly to clients, building strong relationships, and leading the sales process from lead generation to closing. The role involves working closely with team members to meet client needs and achieve sales targets.

Skills

Qualifications

Bachelor's
Cleo (US)

About Cleo (US)

meetcleo.com

Cleo is an AI-powered, chat-first personal finance app that helps users manage spending, build budgets, track bills, and save money. The mobile app connects securely to bank accounts to categorize transactions, surface real‑time spending insights, and answer money questions through a conversational assistant. Cleo offers free core features alongside a paid tier with enhanced tools and personalized coaching, and is popular with younger, mobile-first consumers in the UK and US.

About Cleo (US)

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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