Founder's Associate
4 days ago
London
If you're currently in finance, accounting, banking, consulting, legal, or just someone who can problem solve and think from first principles etc and have an entrepreneurial streak, or want to be part of a startup - this is for you. You will deal with Chaos across product, operations and more. Getting a first-hand experience with customers and then helping us build the product and operations for the service, as it is today. About Stealth Startup We're building an innovative fintech startup designed to help people escape the stress of living paycheque to paycheque. By offering a "done-for-you" financial concierge service, we optimise every area of customers' financial lives—from negotiating better rates on insurance and loans, restructuring debts, and finding discounts on daily expenses like eating out and dog food, to intelligently managing credit and mortgages. Our goal is simple yet transformative: to return 20% or more of our customers' income directly back into their pockets each year, enabling financial security, stability, and freedom without requiring significant lifestyle sacrifices. We've raised rounds of investment from prolific angels, ex Wise, Canva, Robinhood, Google, KPMG and more. Location: Hybrid working (4+ days in office), Waterloo at the moment. If you are someone who is: • "Deeply ok with uncertainty and ambiguity", • "A smooth communicator and naturally charming", • "Able to just figure things out", • "Always hungry for more, constantly asking for the next challenge" If you can't show a level of obsession to your work, then this role is not for you. We will out work other teams. About the Role As a Founder's Associate, you are central to delivering our transformative financial concierge service. You will serve as both a meticulous researcher and an empathetic relationship manager, guiding customers through optimising their financial decisions. You'll personally facilitate significant savings, empowering customers to reach their financial goals and improve their lives tangibly and immediately. Key Attributes We Seek: • Customer Empathy: Deep, genuine care for understanding and meeting customer needs., • Relationship Building: Excellent ability to foster trust and strong relationships with customers., • Resourcefulness: Self-driven capacity to independently research, analyse, and find actionable solutions., • Proactivity (High Agency): Ability and eagerness to take initiative, think creatively, and independently pursue the best outcomes for customers. Core Responsibilities: • Customer Acquisition: Engage prospective customers through both cold and warm outreach., • Personalised Onboarding: Clearly introduce our service via personalised communications (email, text, or video calls), persuading prospects to experience the Stealth Startup difference., • Client Setup: Guide new customers through initial communications setup (WhatsApp group transitioning to proprietary chat app) and manage secure collection of essential financial data., • Comprehensive Analysis: Thoroughly analyse each customer's financial information, extracting insights tailored specifically to their financial situation, goals, and unique life context., • Market Research: Investigate and identify optimal financial products and services (e.g., insurance, credit cards, loans, utilities) to secure significant savings based on customer-specific criteria., • Presentation & Execution: Clearly present personalised financial solutions, highlighting tangible benefits and savings. Facilitate or directly execute recommendations (negotiations, applications, etc.) for customers., • Ongoing Optimisation: Continuously monitor customer circumstances and market developments, proactively updating recommendations to maintain and maximise ongoing savings and value., • Savings Measurement & Billing: Verify and measure customer savings, transparently billing customers on realised savings., • Problem Solving: More often then not, you will need to figure a solution for a customer, despite the odds seeming impossible. Technology Utilisation: • Actively leverage advanced AI tools and internal platforms (e.g., GPT, Claude, Operator, Bolt) to enhance research accuracy, depth, and operational efficiency. The Concierge Experience: Beyond financial optimisation, you'll provide a personalised, empathetic, and supportive experience. You will be a trusted partner to customers navigating sensitive financial decisions, creating memorable moments of delight through attentive, personalised service. Process: • Technical Test #1, • Technical Test #2, • First Interview, • Team Interview, • Trial Compensation • Base Salary: £30,000-60,000 per annum, based on experience & test performance. Performance Bonus • Maximum achievable bonus capped at £110,000 Growth Opportunities: • Annual base salary growth of at least 20%., • Stock options eligibility Join us at Stealth Startup and play a vital role in fundamentally transforming people's financial well-being, giving them greater control, security, and the freedom to focus on what truly matters in their lives.