Customer Success Associate- Mexico at Clara

Clara, a leading spend management platform in Latin America, seeks a Customer Success Associate to manage a portfolio of accounts and guarantee customer satisfaction. The ideal candidate will understand client needs, provide personalized support, and identify opportunities for upselling and cross-selling. They will also monitor product usage, collect client feedback, and collaborate with sales, product, and marketing teams. The Customer Success Associate will maintain accurate records using CRM tools.

Responsibilities:

• 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.
• Monitor product usage to spot any issues.
• 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.

Requirements:

• 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.

What Clara offers:

• 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