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Clara is a fast-growing B2B fintech company in Latin America, providing spend management solutions including corporate cards, bill pay, financing, and a B2B platform. The company serves over 20,000 large and growing businesses and is backed by top-tier investors including Kaszek, Monashees, Coatue, DST Global, and others.
You will join Clara's Mexico team as a Customer Success Associate, managing a portfolio of accounts and ensuring clients derive maximum value from the platform. Your responsibilities include:
- Manage customer accounts and act as a trusted advisor, driving retention and identifying growth opportunities
- Deliver a seamless customer experience from onboarding through renewal
- Collaborate cross-functionally with Sales, Product, and Marketing teams to advocate for customer needs
- Identify and execute upsell and cross-sell opportunities to drive account expansion
- Use data and analytics to solve complex customer problems and improve outcomes
- Contribute to Clara's long-term success through ownership and execution
Clara values owners who take pride in customer success and are willing to dive deep into data. The role is hybrid, with flexibility on office days but expectation of organic office presence and more frequent in-office time during ramp-up.
The company offers a high-talent-density, product-led culture with values centered on clarity, simplicity, ownership, pride, continuous change, and inclusivity. Benefits include competitive salary, stock options (ESOP), annual learning budget, accelerated development paths, and flexible vacation.
**Requirements:**
- 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 proven track record of execution
- Experience identifying upsell or cross-sell opportunities to drive account expansion
**Preferred qualifications:**
- 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 eye for process improvements
- Good sense of humor
