Sales Operations - CRM Analyst

What if your next role helped build the financial backbone of Latin America’s most ambitious companies?

Clara is the leading B2B spend management platform in the region, used by 20,000+ companies to gain clarity, control, and speed in how they manage payments, credit, and expenses. Our all-in-one solution combines locally issued corporate cards, bill pay, financing, and a powerful SaaS platform built to scale with our customers.

Backed by world-class investors like General Catalyst, Goldman Sachs, Kaszek, and Citi Ventures, we’re building the financial infrastructure that powers how Latin America works — and works better.

As a Sales Operations - CRM Analyst, you will play a key role in driving the success of our sales teams by designing and optimizing a streamlined sales process. You'll empower the team through data-driven insights, analyzing performance, and identifying opportunities for continuous improvement. Your ability to enhance productivity and effectiveness will be crucial as you implement strategic solutions that directly impact business growth and efficiency.

What You’ll Do

Lead & Optimize Sales Processes:

• Act as the go-to expert on HubSpot automation, driving key trends and projects to improve sales performance.
• Maintain and elevate sales reporting, crafting new reports as needed to provide actionable insights.
• Manage a large, organized CRM database of prospects and deals, ensuring it’s always up-to-date and aligned with team goals.
• Analyze customer data to recommend strategic actions for sales, marketing, and customer success teams.

Drive Continuous Improvement:

• Collaborate with sales reps to identify opportunities for improvement and streamline workflows to maximize productivity.
• Replicate global best practices across teams, ensuring processes and results are consistently optimized worldwide.
• Analyze, develop, and implement sales operations policies and procedures that align with company goals.

Ensure Alignment with Company Strategy

• Make sure daily tasks and initiatives are aligned with broader company strategies, driving results and fostering growth.

What We’re Looking For

• 2+ years in Sales Operations, with direct experience managing a CRM in a B2B industry, preferably Fintech.
• You’re a perfectionist, meticulous in your work and able to manage and document every detail in a CRM.
• Hands-on experience as a CRM administrator (Salesforce or HubSpot certification is a plus).
• Proficient in building and optimizing CRM systems – from custom objects to workflows, formula fields, and views.
• You’re a creative, analytical thinker with excellent problem-solving skills and a passion for process improvement.
• Proven ability to design and implement new processes and ensure smooth adoption across teams.
• Strong time management skills, capable of prioritizing and meeting deadlines in a dynamic environment.
• Excellent communication skills to collaborate across all levels of the organization.
• Strong understanding of the impact of new requirements on HubSpot and related systems, processes, and applications.
• Data management expertise, with the ability to use insights to drive decisions and improvements.
• Professional proficiency in English is a must.

✨ Why Join Clara

At Clara, you’ll have the autonomy, speed, and support to make meaningful impact — not just on your team, but on how businesses run across Latin America.

What we offer:

• 💰 Competitive salary + Stock Options (ESOP) from Day 1

• 🕓 Flexible hours 

• 🌎 Multicultural team with daily exposure to Portuguese, Spanish, and English

• 📚 Annual learning budget + internal development paths

• 🚀 High-ownership culture: we move fast, learn fast, and raise the bar — together

• 🧠 Smart, ambitious teammates — low ego, high impact

What we believe in:

• Clarity. We say things clearly, directly, and proactively.

• Simplicity. We reduce noise to focus on what really matters.

• Ownership. We take responsibility and never wait to be told.

• Pride. We build products and experiences we’re proud of.

• Always Be Changing (ABC). We grow through feedback, risk-taking, and action.

• Inclusivity. Every voice counts. Everyone contributes to our mission.

Who we are:

• The team behind the leading B2B spend platform in Latin America

• Certified as one of LinkedIn’s Top Startups

• Building financial infrastructure that enables businesses to thrive

• Proud of our open, inclusive, and values-driven culture

Join a high-performing, human-centered team that’s redefining B2B finance in Latin America.
If you’re ready for growth, ownership, and impact — let’s talk.