Customer Success Associate

Posted 9 Days Ago
Be an Early Applicant
12 Locations
Junior
Payments • Financial Services
The Role
The Customer Success Associate will manage a portfolio of accounts, ensuring client satisfaction and engagement. Responsibilities include providing personalized support, identifying upselling opportunities, monitoring product usage, collaborating with sales and marketing teams, and collecting client feedback to improve services. Strong communication and CRM tool proficiency are essential.
Summary Generated by Built In

Clara is the leading spend management platform for companies in Latin America. Our end-to-end solution includes our locally-issued corporate cards, a Bill Pay product, financing solutions, and our highly-rated software platform; already being used by thousands of the most successful companies across the region.

Clara is backed by top global and regional investors such as GGV Capital, Coatue, DST Global Partners, General Catalyst, monashees, Acrew Capital, Kaszek, Citius, Canary, Citi Ventures, Picus Capital, Avid Ventures, ICONIQ Growth, Endeavor Catalyst, Goldman Sachs, Accial Capital, and prominent angel investors.

We are looking for a Customer Success Associate who will:

  • Manage a portfolio of accounts, ensuring they are happy and engaged.
  • Understand each client’s needs and provide personalized support.
  • Identify opportunities for upselling and cross-selling to help clients benefit from more of our products.
  • Monitor product usage to spot any issues and recommend solutions to keep clients satisfied.
  • Work with sales, product, and marketing teams to ensure a smooth experience for clients.
  • Collect feedback from clients to help us improve our products and services.
  • Use CRM tools to track client interactions, updates, and account activity, ensuring accurate records and insights for the team.

Our requirements for this position are:

  • 2-3 years of experience in Customer Success, Account Management, or sales, preferably in fintech, banking, SaaS, or financial services.
  • Strong communication skills and ability to build positive relationships.
  • Experience in managing accounts and driving sales growth.
  • Proficiency with CRM tools (preferibly with Hubspot or Salesforce)
  • Problem-solving skills and a proactive attitude.
  • Professional proficiency in English.
  • Ability to build strong relationships with clients and collaborate effectively within a team.


#LI-Hybrid

The way we do things is as important as what we do. That is why we operate on a set of carefully-identified values. They are what we expect from ourselves and each other in our day-to-day.

 

We value

Clarity - Open and direct communication

Simplicity - Pare things down to the essential

Ownership - We're all owners and act like it

Pride - Make quality products we're proud of

Always Be Changing (ABC) - Continuous self-improvement

Inclusivity - Every voice counts; we value each other for our shared mission and contributions

 

We are

* Shaping business finances in Latin America

* Driven by our 6 core values

* Proud of our inclusive and caring culture

* Certified as Top LinkedIn Startup

 We offer

* Competitive salary & a robust stock ownership plan

* 100% flexible work model

* A set of benefits that are adaptable to your needs & way of life

* Opportunities for growth in a fast-paced environment

* A chance to shape B2B payments in Latin America and increase the region’s economic competitiveness

Top Skills

CRM
The Company
Sao Paulo, Sao Paulo
476 Employees
On-site Workplace
Year Founded: 2020

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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