Sales Operations - Customer Success Excellence (Especialista de Operaciones de Ventas - Excelen[...]

Clara; Colombia; Híbrido; COP 117.679.000 - 196.133.000; Jornada completa

Descripción de la vacante

A leading B2B fintech company in Colombia is seeking a Sales Operations - Customer Success Excellence professional to drive operational rigor and strategy across its Customer Success organization. The ideal candidate will automate customer success strategies, design AI-driven campaigns, and manage portfolio allocations using HubSpot. Fluency in English and Spanish is essential, alongside strong analytical and collaboration skills. Join us for a flexible and impactful career opportunity.

Servicios

Competitive salary

Stock options (ESOP)

Flexible vacation

Annual learning budget

Hybrid work model

Formación

• Proficiency in CRM systems, preferably HubSpot.
• Strong analytical and reporting skills.
• Working proficiency in English and Spanish.

Responsabilidades

• Automate and execute the customer success strategy.
• Design and launch large-scale AI-driven campaigns.
• Manage portfolio allocation in Hubspot.

Conocimientos

CRM systems proficiency

Experience with AI-based workflow automation

Analytical skills

Familiarity with BI tools

Collaboration across functions

Bilingual English/Spanish

Herramientas

HubSpot

N8N

Google Drive

Descripción del empleo

Overview

Colombia

Clara is the fastest-growing company in Latin America. We've built the leading solution for companies to make and manage all their payments. We already help over 20,000 large and growing businesses operate with agility and financial clarity through locally issued corporate cards, bill pay, financing, and a powerful B2B platform built for scale.

Clara is backed by some of the most successful investors in the world, including top regional VCs like monashees, Kaszek, and Canary, and leading global funds like Notable Capital, Coatue, DST Global Partners, ICONIQ Growth, General Catalyst, Citi Ventures, SV Angel, Citius, Endeavor Catalyst, and Goldman Sachs - in addition to dozens of angel investors and local family offices. We’re building the financial infrastructure that powers high-performing organizations across the region. We invite you to join us if you want to be part of a fast-paced environment that will accelerate your career and support you to do some of the best work of your life alongside a passionate and committed team distributed across the Americas.

What you'll do

We’re looking for a Sales Operations - Customer Success Excellence professional to strengthen Clara’s revenue engine by driving operational rigor, automation, and strategy across our Customer Success organization. You’ll partner closely with CS leaders, Product, and Data to build scalable programs that unlock growth opportunities and improve portfolio performance.

You’ll help define how we segment, support, and grow customer relationships at scale—empowering both Customer Success Managers (CSMs) and Customer Success Associates (CSAs) to deliver consistent and measurable results.

Responsibilities

• Automate and execute the customer success strategy, identifying revenue opportunities and improving impact.
• Design and launch large-scale AI-driven campaigns for CSAs and targeted campaigns for CSMs, in collaboration with the Customer Lifecycle, Product, and Data teams.
• Track campaign performance and implement improvements to drive conversion and retention.
• Manage portfolio allocation in Hubspot, defining criteria for account assignment and performance goals.
• Monitor portfolio health and identify at-risk accounts or those with upgrade potential.
• Ensure the quality and availability of data sets to track CSM/CSA performance, campaign outcomes, and account health.
• Manage the quarterly goal-setting and variable compensation processes for CSMs and CSAs.
• Define and evolve performance management frameworks with CSM leadership.
• Represent CSM needs in strategic initiatives, such as lifecycle communication strategies and product feedback loops.

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

• Proficiency in CRM systems, preferably HubSpot.
• Experience with AI-based workflow automation tools.
• Strong analytical and reporting skills.
• Familiarity with BI tools and basic SQL.
• Proven experience in performance management and strategy development.
• Ability to collaborate across functions, especially with Sales, Product, and Data teams.
• Working proficiency in English and Spanish.

Nice to haves

• Experience supporting Customer Success, Sales Ops, or Revenue Ops in a SaaS or fintech environment.
• Understanding of customer lifecycle strategy and success metrics.
• Experience working with tools like N8N or Google Drive for process management and documentation.

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 organizations are run across Latin America.

Who we are

We’re the leading B2B fintech for spend management in Latin America.

Certified as one of the world's fastest-growing companies, a Great Place to Work, and a LinkedIn Top Startup.

Passionate about making Latin America more prosperous and competitive.

Constantly innovating to build financial infrastructure that enables each of our customers to thrive.

Product-led, high-talent-density culture — designed for builders who raise the bar.

Proud of our open, inclusive, and values-driven environment.

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.

What we offer

Competitive salary and stock options (ESOP) from day one

Multicultural team with daily exposure to Portuguese, Spanish, and English (our corporate language)

Annual learning budget and internal accelerated development paths

High-ownership environment: we move fast, learn fast, and raise the bar — together

Smart, ambitious teammates — low ego, high impact

Flexible vacation and hybrid work model focused on results

If you’re ready for growth, ownership, and impact — apply now and help us redefine B2B finance in Latin America.