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Customer Success Associate
Latin America
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
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