Customer Success Associate - Mexico City (Hybrid)

Mexico City / CDMX / Mexico·Posted 5mo ago
aifintechsaasnode
<div class="content-intro"><p><strong>Clara is the leading platform in Latin America for companies to execute and manage every payment operation.</strong> More than 50,000 leading and fast-growing businesses run on our corporate cards, bill pay, financing and B2B payments, and in 2025 the Financial Times named Clara the region’s fastest-growing company. We’re passionate about helping every company we work with become more effective—and, through that, raising the region’s competitiveness. We’re ~400 people, backed by Notable Capital, Coatue, Kaszek, monashees, DST Global, ICONIQ, General Catalyst and Goldman Sachs, among others.</p></div><h3 data-path-to-node="2"><strong data-path-to-node="2" data-index-in-node="0">What you'll do</strong></h3> <p data-path-to-node="3">We're looking for a <strong data-path-to-node="3" data-index-in-node="20">Customer Success Associate</strong> 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.</p> <p data-path-to-node="4">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.</p> <h3 data-path-to-node="6"><strong data-path-to-node="6" data-index-in-node="0">Who you are</strong></h3> <p><em>We’re looking for someone who meets the minimum requirements to be considered for the role. The preferred qualifications are a bonus, not a requirement.</em></p> <p data-path-to-node="8"><strong data-path-to-node="8" data-index-in-node="0">Must haves</strong></p> <ul data-path-to-node="9"> <li> <p data-path-to-node="9,0,0">2–3 years of experience in Customer Success, Account Management, or Sales.</p> </li> <li> <p data-path-to-node="9,1,0">Background in fintech, banking, SaaS, or financial services.</p> </li> <li> <p data-path-to-node="9,2,0">Proficiency with CRM tools, specifically <strong data-path-to-node="9,2,0" data-index-in-node="41">HubSpot</strong>.</p> </li> <li> <p data-path-to-node="9,3,0">Experience or interest in <strong data-path-to-node="9,3,0" data-index-in-node="26">AI tools</strong> to automate workflows and improve response times.</p> </li> <li> <p data-path-to-node="9,4,0">Working proficiency in English and Spanish.</p> </li> <li> <p data-path-to-node="9,5,0">Excellent verbal and written communication skills.</p> </li> <li> <p data-path-to-node="9,6,0">Adaptability to fast-changing environments and a proven track record of execution.</p> </li> <li> <p data-path-to-node="9,7,0">Experience identifying upsell or cross-sell opportunities to drive account expansion.</p> </li> </ul> <p data-path-to-node="10"><strong data-path-to-node="10" data-index-in-node="0">Nice to haves</strong></p> <ul data-path-to-node="11"> <li> <p data-path-to-node="11,0,0">Independent analytical skills using spreadsheets or <strong data-path-to-node="11,0,0" data-index-in-node="52">Metabase</strong>.</p> </li> <li> <p data-path-to-node="11,1,0">Experience collaborating closely with Sales, Marketing, and Product teams.</p> </li> <li> <p data-path-to-node="11,2,0">Familiarity with product usage monitoring or customer health scoring.</p> </li> <li> <p data-path-to-node="11,3,0">Strategic thinking and an eye for process improvements.</p> </li> <li> <p data-path-to-node="11,4,0">A good sense of humor.</p> </li> </ul> <p><strong>Where we work</strong></p> <p>This is a hybrid role: you'll split your time between the office, customers and home. We don't set a minimum number of office days for most roles — you'll spend time in the office naturally, and most days during your ramp-up or when your leader asks.</p><div class="content-conclusion"><h2>Why Clara</h2> <ul> <li><strong>A high talent-density team</strong> driven to make an impact in Latin America — low ego, high ownership.</li> <li>Competitive salary and stock options (ESOP) from day one.</li> <li>An annual learning budget and accelerated development paths.</li> <li>English is our working language, with Spanish and Portuguese every day.</li> </ul> <h2>How we work</h2> <ul> <li><strong>Clarity</strong> — Open and direct communication: we say what we mean and give context where it matters.</li> <li><strong>Simplicity</strong> — If it can be simpler, it should be.</li> <li><strong>Ownership</strong> — We own everything we do, end to end. When something needs to happen, we don't wait.</li> <li><strong>Pride</strong> — We hold ourselves to a high standard, and it shows in what we deliver.</li> <li><strong>ABC (Always Be Changing)</strong> — We adapt fast, embrace change, and keep learning.</li> <li><strong>Inclusivity</strong> — Diverse ideas, stories and perspectives build a better Clara.</li> </ul> <p>If you meet the must-haves, apply — the nice-to-haves are a bonus, not a requirement.</p></div>