Clerkie

About Clerkie Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt. Clerkie is a remote-first company, with over 30 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures. About the role As the newest addition to team Clerkie across our Engineering function, this Full-Stack Engineer will play a key role in developing Clerkie Fiber, our B2B CRM designed to transform the debt industry. We're looking for engineers who thrive in a fast-paced environment, love problem-solving, and take pride in delivering high-quality work. You’ll work across the stack, collaborating with both frontend and backend engineers to develop scalable and intuitive products. Whether you're optimizing APIs, designing intuitive user interfaces, or ensuring smooth system performance, your work will directly impact both businesses and consumers using Clerkie’s technology. The ideal Clerkie team member can pivot on the fly, fight through adversity, communicate effectively, and produce high-quality work on short timelines. Clerkie’s culture values a customer-first mindset and a bias for action. Here’s what you will do - Develop and maintain Clerkie Fiber, our flagship B2B CRM, collaborating closely with backend, frontend, product, and design teams - Work across the full tech stack, from frontend interfaces (Next.js, Tailwind CSS) to backend services (Node.js, AWS, MongoDB) - Build robust and scalable APIs to support our platform’s growing user base - Optimize performance and ensure a seamless, user-friendly experience - Write clean, well-structured, and maintainable code with a strong emphasis on scalability and security - Contribute to system architecture decisions, helping shape the future of Clerkie’s technology Minimum qualifications - Professional software development experience in full-stack engineering - Experience with front end development - Experience with backend development - Experience with Node.js and backend API development - Proficiency in JavaScript/TypeScript - Experience working with databases (SQL or NoSQL, e.g., MongoDB) - Ability to manage project priorities, meet deadlines, and deliver results independently - Excitement for being a part of a small team where every day brings new challenges and opportunities to learn and grow Preferred qualifications (ranked by priority and not required): - Professional experience in fullstack development - Excellent leadership, communication, and collaboration skills - Strong proficiency in React.js and Next.js - Strong proficiency in Node.js and backend API development - Experience designing and consuming RESTful APIs - Proficiency with AWS and DevOps tools (EC2, S3, Lambda, ELB, etc.) - Experience with testing frameworks (e.g., Mocha, Jest) - Background in fintech, consumer finance, or data-heavy applications Other adds - Passion for our mission - Experience building and scaling products - Proactive team player who can work with others towards a common goal - Extreme focus on the user with a healthy obsession for solving their needs - Committed to being a part of something bigger than yourself Our salary range - $90k - $150k (+ equity) Our Benefits - Medical, dental, and vision insurance - 401k & retirement benefits - Paid time off and holidays - Annual company retreat Our Process Our hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment. - Application & Coderbyte (async candidate time) - Recruiting Screen w/ Head of People (20-30 minutes via Google meet) - Take-Home Challenge & Live Review w/ Sr. Engineer (challenge is async candidate time, live review is 45 mins via Google meet) - Live Coding Challenge w/ another Sr. Engineer (90 minutes via Google meet) - Final Management Meeting w/ an Executive (45 minutes via Google meet) Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process. 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.

About Clerkie Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt. Clerkie is a remote-first company, with over 34 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures. About the role Our success depends on having a reliable, flexible, and scalable system that powers existing and new features. As a Backend Engineer, you'll be responsible for owning and maintaining substantial portions of the backend infrastructure as we scale our user-base and build on our existing product. Our system has been built with security and scalability in mind and we're committed to maintaining and improving our system as we grow. The ideal Clerkie team member can pivot on the fly, fight through adversity, communicate effectively, and produce high-quality work on short timelines. Clerkie’s culture values working with a customer-first mindset and bias for action. Here’s what you will do - Be responsible for designing, implementing, and maintaining core infrastructure - Provide backend expertise to facilitate feature development and improve core platform reliability, performance, and scalability - Expand our ecosystem of metrics and alerts to improve the user experience - Work with other members/teams at Clerkie to provide a comprehensive, easy, and reliable user experience Minimum qualifications - Bachelor’s degree in computer science (CS) or a similar technical field of study, or equivalent practical experience - 2+ years of software development experience - Standalone self-starter able to manage individual project priorities, deadlines and deliverables - Excellent leadership, communication, and collaboration skills - Good command of object-oriented programming best practices - Working proficiency and communication skills in verbal and written English Preferred qualifications (ranked by priority and not required): - 4+ years of experience in server-side development - Experience building server-side applications in Node.js - Experience with NoSQL databases (e.g., MongoDB) - AWS and DevOps experience (e.g., using EC2 / S3 / ELB / etc.) - Experience in FinTech or other data heavy applications (not required) Other adds - Passion for our mission - Proactive team player who can work with others towards a common goal - Extreme focus on the user with a healthy obsession for solving their needs - Committed to being a part of something bigger than yourself - Excitement for being a part of a small team where you will be expected to solve new challenges and learn new things everyday Our salary range - $90k - $150k (+ equity) Our Benefits - Medical, dental, and vision insurance - 401k & retirement benefits - Paid time off and holidays - Annual company retreat Our Process Our hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment. - Application & Coderbyte (async candidate time) - Recruiting Screen w/ Head of People (20-30 minutes via Google meet) - Take-Home Challenge & Live Review w/ Sr. Engineer (challenge is async candidate time, live review is 45 mins via Google meet) - Live Coding Challenge w/ Sr. Engineer (90 minutes via Google meet) - Final Management Meeting w/ SLT (45 minutes via Google meet) Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process. 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.

• Strengthen market intelligence • Improve CRM data integrity • Support outbound strategy • Contribute insights that shape revenue decisions • Research target markets, industries, and customer segments • Identify new opportunities, competitors, and whitespace • Execute outbound research campaigns to gather qualitative market insights • Engage industry professionals via LinkedIn, email, and phone to understand systems used, pain points, and purchasing drivers • Clean and maintain CRM data for accuracy and usability • Enrich firmographic and contact-level data • Standardize key data fields to support GTM decision making • Prepare outbound segmentation lists and campaign inputs • Partner with Sales Ops to improve lead quality and routing • Assist with reporting and campaign tracking • Help synthesize research into actionable recommendations • Support messaging experiments and outbound optimization

About Clerkie Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt. Clerkie is a remote-first company, with nearly 30 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures. About the role Clerkie is in build mode and is looking for a top-notch product manager to design, build, launch and scale services that will power our core financial products. You will be managing our newest product that is designed to service users and providers in the debt ecosystem. As the newest addition to our Product Management team, you'll be responsible for the vision and delivery of our solutions focused on debt repayment infrastructure. You’ll work with both external partners and internal team members to develop best-in-class solutions, where you’ll play the role of a trusted consultant (deeply understanding the use case and product requirements) and a consistent executor (bringing those requirements to life). What you'll do - Collaborate with internal parties and external stakeholders to establish product requirements and identify priorities - Partner closely with our design team to bring product vision to life, from wireframing to prototyping to production - Establish product priorities, shepherd bi-weekly sprints, and track progress of new and existing initiatives - Communicate and deliver roadmap and feature highlights to internal and external stakeholders - Identify opportunities to increase market share and drive revenue through product improvements - Monitor and measure the impact of product releases and enhancements Who you are - 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. What you'll need - Proven track record of releasing new products and driving results - Experience working cross-functionally with both external parties and internal stakeholders, especially with product, engineering, legal, and compliance - Top tier written and verbal communication skills - Self-motivated and organized; ability to prioritize and manage work independently - Creative thinker with excellent collaboration skills Other adds - Engineering experience preferred (but not required) - SaaS experience preferred - Passion for Clerkie’s mission of empowering everyday families to manage their finances and get out of debt - Be motivated, self-driven in a fast-paced environment with a proven track record demonstrating impact across several teams and/or organizations towards a common goal - Extreme focus on the user with a healthy obsession for solving their needs - Committed to being a part of something bigger than yourself - Excitement for being a part of a small team where you will be expected to solve new challenges and learn new things everyday Our PM tech stack - Jira - Figma - Coda - Google Suite - Sharepoint Our salary range - Salary: $120 - 150k base Additional compensation in the form(s) of equity and/or bonus are dependent on the position offered. Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skill set, and location. Our benefits - 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. Our Process Our hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment. - Application (async candidate time) - Recruiting Screen w/ People team (20-30 minutes via Google meet) - Peer Meeting w/ PM (45 mins via Google meet) - Take-Home Challenge and Live Review w/ Product & Leadership (challenge is async candidate time, live review is 1 hr via Google meet) - Final Management Meeting w/ a member of our SLT (30 minutes via Google meet) Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process. 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.

About ClerkieClerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt. Clerkie is a remote-first company, with over 40 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures. About the roleAs the newest addition to team Clerkie across our Engineering function, this Full-Stack Engineer will play a key role in developing Clerkie Fiber, our B2B CRM designed to transform the debt industry. We're looking for engineers who thrive in a fast-paced environment, love problem-solving, and take pride in delivering high-quality work. You’ll work across the stack, collaborating with both frontend and backend engineers to develop scalable and intuitive products. Whether you're optimizing APIs, designing intuitive user interfaces, or ensuring smooth system performance, your work will directly impact both businesses and consumers using Clerkie’s technology. The ideal Clerkie team member can pivot on the fly, fight through adversity, communicate effectively, and produce high-quality work on short timelines. Clerkie’s culture values a customer-first mindset and a bias for action. Here’s what you will do - Develop and maintain Clerkie Fiber, our flagship B2B CRM, collaborating closely with backend, frontend, product, and design teams - Work across the full tech stack, from frontend interfaces (Next.js, Tailwind CSS) to backend services (Node.js, AWS, MongoDB) - Build robust and scalable APIs to support our platform’s growing user base - Optimize performance and ensure a seamless, user-friendly experience - Write clean, well-structured, and maintainable code with a strong emphasis on scalability and security - Contribute to system architecture decisions, helping shape the future of Clerkie’s technology Minimum qualifications - Professional software development experience in full-stack engineering - Experience with front end development - Experience with backend development - Experience with Node.js and backend API development - Proficiency in JavaScript/TypeScript - Experience working with databases (SQL or NoSQL, e.g., MongoDB) - Ability to manage project priorities, meet deadlines, and deliver results independently - Excitement for being a part of a small team where every day brings new challenges and opportunities to learn and grow Preferred qualifications (ranked by priority and not required): - Professional experience in fullstack development - Excellent leadership, communication, and collaboration skills - Strong proficiency in React.js and Next.js - Strong proficiency in Node.js and backend API development - Experience designing and consuming RESTful APIs - Proficiency with AWS and DevOps tools (EC2, S3, Lambda, ELB, etc.) - Experience with testing frameworks (e.g., Mocha, Jest) - Background in fintech, consumer finance, or data-heavy applications Other adds - Passion for our mission - Experience building and scaling products - Proactive team player who can work with others towards a common goal - Extreme focus on the user with a healthy obsession for solving their needs - Committed to being a part of something bigger than yourself Our salary range - 💰 Salary range: $110k-150k - 💼 Equity - 💻 Remote-first role (US only) - 🧘 Medical, dental, and vision insurance - 📈 401(k) + retirement benefits - 🌴 Paid time off + annual company retreat - 💻 Company laptop + home office stipend - 💙 Collaborative, values-driven culture - Our Benefits - Medical, dental, and vision insurance - 401k & retirement benefits - Paid time off and holidays - Annual company retreat Our ProcessOur hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment. - Application & Coderbyte (async candidate time) - Recruiting Screen w/ Head of People (20-30 minutes via Google meet) - Take-Home Challenge & Live Review w/ Sr. Engineer (challenge is async candidate time, live review is 45 mins via Google meet) - Live Coding Challenge w/ another Sr. Engineer (90 minutes via Google meet) - Final Management Meeting w/ an Executive (45 minutes via Google meet) Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process. 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.

About ClerkieClerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt. Clerkie is a remote-first company, with over 40 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures. About the roleOur success depends on having a reliable, flexible, and scalable system that powers existing and new features. As a Backend Engineer, you'll be responsible for owning and maintaining substantial portions of the backend infrastructure as we scale our user-base and build on our existing product. Our system has been built with security and scalability in mind and we're committed to maintaining and improving our system as we grow. The ideal Clerkie team member can pivot on the fly, fight through adversity, communicate effectively, and produce high-quality work on short timelines. Clerkie’s culture values working with a customer-first mindset and bias for action. Here’s what you will do - Be responsible for designing, implementing, and maintaining core infrastructure - Provide backend expertise to facilitate feature development and improve core platform reliability, performance, and scalability - Expand our ecosystem of metrics and alerts to improve the user experience - Work with other members/teams at Clerkie to provide a comprehensive, easy, and reliable user experience Minimum qualifications - Bachelor’s degree in computer science (CS) or a similar technical field of study, or equivalent practical experience - 2+ years of software development experience - Standalone self-starter able to manage individual project priorities, deadlines and deliverables - Excellent leadership, communication, and collaboration skills - Good command of object-oriented programming best practices - Working proficiency and communication skills in verbal and written English Preferred qualifications (ranked by priority and not required): - 4+ years of experience in server-side development - Experience building server-side applications in Node.js - Experience with NoSQL databases (e.g., MongoDB) - AWS and DevOps experience (e.g., using EC2 / S3 / ELB / etc.) - Experience in FinTech or other data heavy applications (not required) Other adds - Passion for our mission - Proactive team player who can work with others towards a common goal - Extreme focus on the user with a healthy obsession for solving their needs - Committed to being a part of something bigger than yourself - Excitement for being a part of a small team where you will be expected to solve new challenges and learn new things everyday Our salary and benefits: - 💰 Salary range: $110k-150k - 💼 Equity - 💻 Remote-first role (US only) - 🧘 Medical, dental, and vision insurance - 📈 401(k) + retirement benefits - 🌴 Paid time off + annual company retreat - 💻 Company laptop + home office stipend - 💙 Collaborative, values-driven culture Our ProcessOur hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment. - Application & Coderbyte (async candidate time) - Recruiting Screen w/ Head of People (20-30 minutes via Google meet) - Take-Home Challenge & Live Review w/ Sr. Engineer (challenge is async candidate time, live review is 45 mins via Google meet) - Live Coding Challenge w/ Sr. Engineer (90 minutes via Google meet) - Final Management Meeting w/ SLT (45 minutes via Google meet) Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process. 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.

• Build and maintain full-stack features across backend services and user-facing applications • Own features end-to-end - from design and implementation through production • Contribute to system reliability, performance, and scalability • Participate in technical design discussions and architecture decisions • Collaborate closely with product and design to deliver high-quality user experiences • Improve visibility into system health and performance • Contribute to internal engineering practices, tooling, and documentation

• Design, build, and maintain backend services • Contribute to system reliability, performance, and scalability • Participate in technical design discussions and decision-making • Support feature development across the platform • Improve visibility into system health and performance • Collaborate cross-functionally to deliver a seamless user experience • Contribute to internal engineering practices and documentation

• Partner with PMs, designers, and engineers to explore problems and shape solutions • Work directly on high-priority initiatives across our SaaS products • Support discovery, documentation, and delivery for key product work streams • Join (and contribute to!) team rituals like sprint planning, retros, and roadmap reviews • Help scope and ship features from research through release • Keep the team organized with clear requirements, thoughtful tracking, and great communication • Bring fresh eyes, user empathy, and curiosity to everything you touch

• Own and lead product initiatives across Clerkie’s platform, from discovery through release • Collaborate deeply with engineering and design to shape scalable product solutions • Translate complex partner and ecosystem needs into clear product requirements • Drive cross-functional alignment across technical and non-technical stakeholders • Work directly with enterprise partners to understand workflows and product opportunities • Define priorities, manage trade-offs, and help shape product roadmap decisions • Lead product discovery, experimentation, and iteration across multiple initiatives • Support the continued evolution of Clerkie’s product systems, rituals, and documentation • Contribute to building a strong product culture within a small, highly collaborative team