Cleo

HQ
Rockford
Total Offices: 2
500 Total Employees
Year Founded: 1976

Cleo Leadership & Management

Cleo Employee Reviews

At Cleo I’ve witnessed, & been a part of, exceptional teamwork among various depts. to achieve an excellent customer experience. I have transitioned from Sr Support Engineer to Technical Solutions Mgr, with the full support of peers and leadership. Their guidance, patience, & encouragement lead to an openness to express new ideas & push innovation.

Tico
Tico, Support Manager
Tico, Support Manager

As an SDR my day starts with evaluating high priority intent accounts that fit into Cleo’s ideal customer profile. My typical outreach includes email, phone calls, and LinkedIn InMail. On top of all this, I am constantly continuing my Cleo knowledge by participating in top of funnel discovery calls with my peers, colleagues and executives at Cleo.

Brittney
Brittney, Account Executive, Net New (Former Sales Development Representative)
Brittney, Account Executive, Net New (Former Sales Development Representative)

What People Are Saying About Cleo

  • Strategic Vision & Planning: Public materials consistently describe a CIC‑centered, platform‑first strategy focused on “ecosystem integration” with AI‑enhanced orchestration. CEO interviews, strategy pages, and product messaging repeat this north star rather than promoting disconnected tools.
  • Strong Execution: Operating cadence is visible through active, dated release notes and new offerings such as Cleo AI elements and the Carrier Relationship Manager, indicating an incremental roadmap on integrations and supply‑chain apps. Product updates and connector releases show steady delivery aligned to the stated focus.
  • Accountability & Follow-Through: Actions are seen to match the story, including the January 31, 2025 acquisition of DataTrans to expand procurement automation and formal retirement timelines that steer customers to Clarify 6 or CIC by 2026. These moves align portfolio decisions with the publicly telegraphed platform direction.

Cleo's Benefits

Hosts in-person revenue kickoff meetings

Implements team-based strategic planning

Open office floor plan to encourage communication and collaboration

Utilizes an open door policy that encourages accessibility