Clara
fintech
CustomerSuccessAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Associate at Clara. Skills: Customer Success, Account Management, Relationship management, Commercial drive, Product insight. Manage a portfolio of accounts. Ensure clients get the most value from the platform”
What You'll Achieve.
Drive customer retention; Identify growth opportunities; Deliver a seamless experience from onboarding through renewal; Contribute to Clara’s long-term success; Improve response times
Industry & Context.
Dive deep into the data to solve complex problems; Independent analytical skills
Hybrid work model focused on results, Spend time at the office organically, Be at the office most days during ramp-up or when required by leader
What They're Looking For.
Must Have
2–3 years of experience in Customer Success, Account Management, or Sales, Background in fintech, banking, SaaS, or financial services, Proficiency with CRM tools, specifically Hubspot, Experience or interest in AI tools to automate workflows and improve response times, Working proficiency in English and Spanish, Excellent verbal and written communication skills, Adaptability to fast-changing environments and a proven track record of execution, Experience identifying upsell or cross-sell opportunities to drive account expansion
Nice to Have
Independent analytical skills using spreadsheets or Metabase, Experience collaborating closely with Sales, Marketing, and Product teams, Familiarity with product usage monitoring or customer health scoring, Strategic thinking and an eye for process improvements, A good sense of humor
What You'll Do.
Manage a portfolio of accounts
Ensure clients get the most value from the platform
Act as a trusted advisor to clients
Drive customer retention
Identify growth opportunities
Deliver a seamless experience from onboarding through renewal
Advocate for customer needs
How You'll Work.
Team & Collaboration
Collaborate with Sales, Product, and Marketing; Collaborate closely with Sales, Marketing, and Product teams
Communication Scope
Excellent verbal and written communication skills
Full Job Description
Ready to accelerate your career? Clara is the fastest-growing company in Latin America. We've built the leading solution for companies to make and manage all their payments. We already help over 20,000 large and growing businesses operate with agility and financial clarity through locally issued corporate cards, bill pay, financing, and a powerful B2B platform built for scale. Clara is backed by some of the most successful investors in the world, including top regional VCs like monashees, Kaszek, and Canary, and leading global funds like Notable Capital, Coatue, DST Global Partners, ICONIQ Growth, General Catalyst, Citi Ventures, SV Angel, Citius, Endeavor Catalyst, and Goldman Sachs - in addition to dozens of angel investors and local family offices. We’re building the financial infrastructure that powers high-performing organizations across the region. We invite you to join us if you want to be part of a fast-paced environment that will accelerate your career and support you to do some of the best work of your life alongside a passionate and committed team distributed across the Americas. What you'll do We're looking for a Customer Success Associate to join our Mexico team and help build lasting partnerships with Clara’s clients. You’ll manage a portfolio of accounts, ensuring they get the most value from our platform while acting as their trusted advisor. This is a cross-functional role that requires a mix of relationship management, commercial drive, and product insight. Your mission will be to drive customer retention, identify growth opportunities, and deliver a seamless experience from onboarding through renewal. You’ll collaborate with Sales, Product, and Marketing to advocate for customer needs and contribute to Clara’s long-term success. At Clara, we value owners who take pride in the success of their customers and aren't afraid to dive deep into the data to solve complex problems. Who you are We’re looking for someone who meets the minimum requirements to
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