Customer Success Associate - Monterrey (Hybrid) New

Clara; Monterrey; Híbrido; MXN 260.000 - 400.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

ESOP

Hybrid work model

Learning budget

Career development paths

Descripción de la vacante

Clara is the fastest-growing fintech in Latin America. We’re hiring a Customer Success Associate for Monterrey to manage a portfolio of clients and ensure they get maximum value from our platform.

This cross-functional role collaborates with Sales, Product and Marketing to drive retention, identify growth opportunities, and support onboarding through renewal. Ideal candidates have 2–3 years in Customer Success or account management, experience in fintech or SaaS, and strong English and Spanish

Formación

• 2–3 years in Customer Success, Account Management, or Sales.
• Background in fintech, banking, SaaS, or financial services.
• Proficiency with HubSpot CRM.
• Experience or interest in AI tools to automate workflows.
• Proficiency in English and Spanish.
• Excellent verbal and written communication.
• Adaptability to fast-changing environments with a proven track record of execution.
• Experience identifying upsell or cross-sell opportunities to drive account expansion.

Responsabilidades

• Manage a portfolio of Clara’s Mexican clients and build lasting partnerships.
• Drive customer retention and identify growth opportunities from onboarding through renewal.
• Collaborate with Sales, Product, and Marketing to advocate for customer needs.
• Dive into data to solve complex problems and improve response times.

Conocimientos

Customer Success

Fintech domain

HubSpot

AI tools

Bilingual EN/ES

Communication

Adaptability

Upsell/Cross-sell

Herramientas

Metabase

Descripción del empleo

Customer Success Associate - Monterrey (Hybrid)

Monterrey / NLE / Mexico

Ready to accelerate your career?

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 Customer Success Associate to join our Mexico team and help build lasting partnerships with Clara’s clients. You’ll manage a portfolio of accounts, ensuring they get the most value from our platform while acting as their trusted advisor. This is a cross-functional role that requires a mix of relationship management, commercial drive, and product insight.

Your mission will be to drive customer retention, identify growth opportunities, and deliver a seamless experience from onboarding through renewal. You’ll collaborate with Sales, Product, and Marketing to advocate for customer needs and contribute to Clara’s long-term success. At Clara, we value owners who take pride in the success of their customers and aren't afraid to dive deep into the data to solve complex problems.

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, or Sales.
• Background in fintech, banking, SaaS, or financial services.
• Proficiency with CRM tools, specifically Hubspot.
• Experience or interest in AI tools to automate workflows and improve response times.
• Working proficiency in English and Spanish.
• Excellent verbal and written communication skills.
• Adaptability to fast-changing environments and a proven track record of execution.
• Experience identifying upsell or cross-sell opportunities to drive account expansion.

Nice to haves

• Independent analytical skills using spreadsheets or Metabase.
• Experience collaborating closely with Sales, Marketing, and Product teams.
• Familiarity with product usage monitoring or customer health scoring.
• Strategic thinking and an eye for process improvements.
• A good sense of humor.

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

Claridians in a hybrid mode split their time between working from the office, talking to or visiting customers, or working from home. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for each individual and team.

We don't enforce a minimum number of days for most roles, but you're expected to spend time at the office organically, and be at the office most days during your ramp-up or when required by your leader.