Clara is the leading platform in Latin America for companies to execute and manage every payment operation. 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.
We're looking for a Customer Success Associate to join Clara's Mexico team and help accelerate revenue growth across our customer portfolio.
This is more than a traditional customer relationship management role. We're looking for a commercially driven, analytical, and proactive professional who can translate customer data into actionable growth opportunities, drive product adoption, and maximize the value customers generate through Clara's financial solutions.
You'll own a portfolio of customers, identify opportunities to protect and expand revenue, and execute strategies that drive measurable business impact.
At Clara, we believe the future of Customer Success combines commercial ownership, data-driven decision-making, technology, and meaningful customer engagement. Our goal is to spend less time on repetitive operational tasks and more time creating value for our customers.
Your key responsibilities will include:
- Drive revenue growth: Identify and execute upsell, cross-sell, and expansion opportunities across your customer portfolio, with clear ownership of revenue targets and commercial outcomes.
- Maximize product adoption: Increase customer engagement and usage of Clara's financial solutions, including corporate cards, supplier payments, international payments, and SaaS plans.
- Protect existing revenue: Proactively identify declining transaction volumes, inactive customers, and revenue risks, developing actionable recovery and retention strategies.
- Turn data into action: Analyze customer spending patterns, historical performance, product penetration, and revenue potential to prioritize high-impact commercial opportunities.
- Execute consultative conversations: Understand customer needs, uncover growth opportunities, build compelling financial proposals, and move negotiations toward successful outcomes.
- Leverage AI and automation: Use data platforms, CRM tools, and AI-powered workflows to improve prioritization, campaign execution, and portfolio productivity.
- Own commercial execution: Maintain a structured pipeline of opportunities, track progress against revenue targets, and ensure consistent follow-through from identification to implementation.
- Collaborate cross-functionally: Partner with Sales, Product, Operations, and Marketing to accelerate customer adoption, resolve growth blockers, and improve the overall customer experience.
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.
- 2–3 years of experience in Customer Success, Account Management, B2B Sales, or a commercially focused customer-facing role.
- Experience in fintech, banking, SaaS, financial services, or a comparable B2B environment.
- Strong commercial mindset, with demonstrated experience identifying growth opportunities, managing negotiations, and contributing to revenue targets.
- Analytical skills, with the ability to interpret customer performance, transaction data, and commercial KPIs to make informed decisions.
- Experience managing a portfolio of B2B customers and prioritizing opportunities based on business impact.
- Working knowledge of CRM platforms and the discipline to maintain an accurate and actionable commercial pipeline.
- Proficiency in spreadsheets, including the ability to analyze data and extract actionable insights.
- Ability to manage upsell, cross-sell, retention, or account expansion initiatives.
- Strong communication, relationship-building, and consultative selling skills.
- Working proficiency in English and Spanish.
- A high level of ownership, autonomy, adaptability, and execution in fast-paced environments.
- Experience with HubSpot, Metabase, or other CRM and business intelligence platforms.
- Practical experience using AI tools or workflow automation to improve commercial productivity.
- Familiarity with corporate cards, B2B payments, supplier payments, cross-border payments, or SaaS monetization.
- Experience monitoring customer health, revenue retention, transaction volumes, or account expansion metrics.
- Ability to develop commercial business cases, quantify revenue potential, and prioritize opportunities based on expected impact.
- Experience collaborating with Product, Sales, Marketing, and Operations teams.
- A continuous improvement mindset and the curiosity to challenge existing processes.
- A good sense of humor.
Where we work
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.
- A high talent-density team driven to make an impact in Latin America — low ego, high ownership.
- Competitive salary and stock options (ESOP) from day one.
- An annual learning budget and accelerated development paths.
- English is our working language, with Spanish and Portuguese every day.
- Clarity — Open and direct communication: we say what we mean and give context where it matters.
- Simplicity — If it can be simpler, it should be.
- Ownership — We own everything we do, end to end. When something needs to happen, we don't wait.
- Pride — We hold ourselves to a high standard, and it shows in what we deliver.
- ABC (Always Be Changing) — We adapt fast, embrace change, and keep learning.
- Inclusivity — Diverse ideas, stories and perspectives build a better Clara.
If you meet the must-haves, apply — the nice-to-haves are a bonus, not a requirement.
Skills Required
- 2-3 years of experience in Customer Success, Account Management, B2B Sales, or a commercially focused customer-facing role
- Experience in fintech, banking, SaaS, financial services, or a comparable B2B environment
- Strong commercial mindset and experience identifying growth opportunities, managing negotiations, and contributing to revenue targets
- Analytical skills and ability to interpret customer performance, transaction data, and commercial KPIs
- Experience managing a portfolio of B2B customers and prioritizing opportunities based on business impact
- Working knowledge of CRM platforms and ability to maintain an accurate commercial pipeline
- Proficiency in spreadsheets, including analyzing data and extracting actionable insights
- Ability to manage upsell, cross-sell, retention, or account expansion initiatives
- Strong communication, relationship-building, and consultative selling skills
- Working proficiency in English and Spanish
- High ownership, autonomy, adaptability, and execution in fast-paced environments
- Experience with HubSpot, Metabase, or other CRM and business intelligence platforms
- Practical experience using AI tools or workflow automation to improve commercial productivity
- Familiarity with corporate cards, B2B payments, supplier payments, cross-border payments, or SaaS monetization
- Experience monitoring customer health, revenue retention, transaction volumes, or account expansion metrics
- Ability to develop commercial business cases, quantify revenue potential, and prioritize opportunities based on expected impact
- Experience collaborating with Product, Sales, Marketing, and Operations teams
- Continuous improvement mindset and curiosity to challenge existing processes
Clara Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Clara and has not been reviewed or approved by Clara.
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Equity Value & Accessibility — Equity grants are emphasized across several descriptions, with stock options commonly included and in some instances available from day one. Feedback suggests this ownership component is a meaningful part of total rewards.
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Leave & Time Off Breadth — Time off offerings are portrayed as flexible, including references to flexible vacation and flexible time off policies. Feedback suggests this supports work–life balance for many roles.
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Wellbeing & Lifestyle Benefits — Wellness support is cited through mental‑health platforms, coaching and meditation programs, and monthly wellness reimbursements in some contexts. Feedback suggests these offerings complement core benefits where available.
Clara Insights
What We Do
Clara is the leading payment platform for companies in Latin America. Our end-to-end solution includes our locally-issued corporate cards, Bill Pay, crossborder payments, and our highly-rated software platform used by thousands of the most successful companies across the region. Clara is backed by top global and regional investors such as Coatue, DST Global, General Catalyst, monashees, Kaszek, Canary, A*, BoxGroup, SV Angel, GFC, Picus Capital, Avid Ventures, ICONIQ Growth, Goldman Sachs, and prominent angel investors. Driven by our six core values (Ownership, Pride, ABC, Simplicity, Clarity and Inclusivity) we’ve reached a unicorn valuation in record time, have been recognized as a Great Place to Work and as one of the most promising startups according to Linkedin’s ranking “Top Startups 2021”. We’re looking for the best talent worldwide to join our team and be part of this journey, so you can't afford to miss this chance! We are: * Shaping business finances in Latin America * Driven by our 6 core values * Proud of our inclusive and caring culture * Certified as a Great Place to Work and a Top LinkedIn Startup
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