Clara
fintech
SalesOperationsAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Sales Operations Associate at Clara. Skills: Global CRM Administration, Architect Strategic Analytics, Global Campaign Execution, Operational Enablement, Continuous Innovation. Design, implement, and maintain the data systems that support Clara’s growth across all our operating markets.. Own the global HubSpot infrastructure for the CS team.”
What You'll Achieve.
Drive retention and expansion at scale; Ensure a unified "one Clara" operational standard; Help leadership understand business impact and team performance; Ensure high adoption of our tools and automated workflows; Increase team velocity
Industry & Context.
Identify manual bottlenecks in our global processes and automate them
What They're Looking For.
Must Have
Global Operations Mindset: 1-2 years of experience in Sales Ops, Data Analytics, or a similar role with exposure to complex, multi-market environments., CRM Mastery: Direct, hands-on experience with HubSpot (preferred) or a major CRM, with high proficiency in workflow automation and report generation., Quantitative Logic: Exceptional proficiency in Google Sheets (advanced formulas, pivot tables, and logical functions) for high-stakes data manipulation., AI-Native Workflow: Demonstrated ability to use AI tools as a daily "copilot" to automate repetitive operational tasks and data analysis., Ownership & Urgency: A proactive mindset with a proven ability to manage organized workflows and take full responsibility for global project outcomes.
Nice to Have
Basic knowledge of SQL and experience with BI tools like Metabase, Power BI, or Looker., A good sense of humor to thrive in a fast-paced, high-growth environment.
What You'll Do.
and maintain the data systems that support Clara’s growth across all our operating markets.
Own the global HubSpot infrastructure for the CS team.
Drive account assignments
and data hygiene across all regions.
Design and maintain global dashboards in HubSpot and Metabase.
Transform raw multi-country data into actionable narratives.
Lead the technical setup for customer-facing campaigns worldwide.
collaborate with Growth Marketing on global messaging
and track performance using Amplemarket and HubSpot.
Serve as the global point of contact for CS operational inquiries.
Lead the training and onboarding for new hires across regions.
Proactively identify manual bottlenecks in our global processes and automate them using N8N or AI-driven logic.
How You'll Work.
Team & Collaboration
Collaborate with Growth Marketing on global messaging.
Process & Methodology
Manage organized workflows, Take full responsibility for global project outcomes
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 Sales Operations Associate to lead the operational backbone of our Customer Success functions. Your mission is global: you will design, implement, and maintain the data systems that support Clara’s growth across all our operating markets. In this role, you aren't just an administrator; you are a strategic architect of our HubSpot environment. As part of an AI-native team, you will be expected to use automation to eliminate friction in the customer journey, ensuring our global teams have the real-time insights they need to drive retention and expansion at scale. Global CRM Administration: Own the global HubSpot infrastructure for the CS team. You will drive account assignments, territory mapping, and data hygiene across all regions, ensuring a unified "one Clara" operational standard. Architect Strategic Analytics: Design and maintain global dash
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