Customer Success Associate - Mexico City (Hybrid)

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.

What you'll do

• 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.

• Who you are

• 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.

• Must haves

• 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.

• Nice to haves

• 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.

Why Clara

• 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.

How we work

• 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.