# Customer Success Associate - Mexico City (Hybrid) at Clara Customer Success Associate - Mexico City (Hybrid) at Clara in Mexico City / CDMX / Mexico. Hybrid. Posted October 30, 2026. - Company: Clara - Location: Mexico City / CDMX / Mexico - Workplace: Hybrid - Experience: 2+ years - Posted: 2026-10-30 - Apply: https://job-boards.greenhouse.io/clara/jobs/5280263007 - Source: https://jobmagic.ai/jobs/customer-success-associate-mexico-city-hybrid-clara-2eqe6v ## Requirements - 2–3 years of experience in Customer Success, Account Management, B2B Sales, or a commercially focused customer-facing role. - Experience in fintech, banking, SaaS, financial services, or a comparable B2B environment. - Strong commercial mindset, with demonstrated experience identifying growth opportunities, managing negotiations, and contributing to revenue targets. - Analytical skills, with the ability to interpret customer performance, transaction data, and commercial KPIs to make informed decisions. - Experience managing a portfolio of B2B customers and prioritizing opportunities based on business impact. - Working knowledge of CRM platforms and the discipline to maintain an accurate and actionable commercial pipeline. - Proficiency in spreadsheets, including the ability to analyze data and extract actionable insights. - Ability to manage upsell, cross-sell, retention, or account expansion initiatives. - Strong communication, relationship-building, and consultative selling skills. - Working proficiency in English and Spanish. - A high level of ownership, autonomy, adaptability, and execution in fast-paced environments. ## Description **Clara is the leading platform in Latin America for companies to execute and manage every payment operation.** More than 50,000 leading and fast-growing businesses run on our corporate cards, bill pay, financing and B2B payments, and in 2025 the Financial Times named Clara the region’s fastest-growing company. We’re passionate about helping every company we work with become more effective—and, through that, raising the region’s competitiveness. We’re ~400 people, backed by Notable Capital, Coatue, Kaszek, monashees, DST Global, ICONIQ, General Catalyst and Goldman Sachs, among others. **What you'll do** We're looking for a **Customer Success Associate** to join Clara's Mexico team and help accelerate revenue growth across our customer portfolio. This is more than a traditional customer relationship management role. We're looking for a commercially driven, analytical, and proactive professional who can translate customer data into actionable growth opportunities, drive product adoption, and maximize the value customers generate through Clara's financial solutions. You'll own a portfolio of customers, identify opportunities to protect and expand revenue, and execute strategies that drive measurable business impact. At Clara, we believe the future of Customer Success combines **commercial ownership, data-driven decision-making, technology, and meaningful customer engagement.** Our goal is to spend less time on repetitive operational tasks and more time creating value for our customers. **Your key responsibilities will include:** - **Drive revenue growth:** Identify and execute upsell, cross-sell, and expansion opportunities across your customer portfolio, with clear ownership of revenue targets and commercial outcomes. - **Maximize product adoption:** Increase customer engagement and usage of Clara's financial solutions, including corporate cards, supplier payments, international payments, and SaaS plans. - **Protect existing revenue:** Proactively identify declining transaction volumes, inactive customers, and revenue risks, developing actionable recovery and retention strategies. - **Turn data into action:** Analyze customer spending patterns, historical performance, product penetration, and revenue potential to prioritize high-impact commercial opportunities. - **Execute consultative conversations:** Understand customer needs, uncover growth opportunities, build compelling financial proposals, and move negotiations toward successful outcomes. - **Leverage AI and automation:** Use data platforms, CRM tools, and AI-powered workflows to improve prioritization, campaign execution, and portfolio productivity. - **Own commercial execution:** Maintain a structured pipeline of opportunities, track progress against revenue targets, and ensure consistent follow-through from identification to implementation. - **Collaborate cross-functionally:** Partner with Sales, Product, Operations, and Marketing to accelerate customer adoption, resolve growth blockers, and improve the overall customer experience. **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, B2B Sales, or a commercially focused customer-facing role. - Experience in fintech, banking, SaaS, financial services, or a comparable B2B environment. - **Strong commercial mindset**, with demonstrated experience identifying growth opportunities, managing negotiations, and contributing to revenue targets. - **Analytical skills**, with the ability to interpret customer performance, transaction data, and commercial KPIs to make informed decisions. - Experience managing a portfolio of B2B customers and prioritizing opportunities based on business impact. - Working knowledge of CRM platforms and the discipline to maintain an accurate and actionable commercial pipeline. - Proficiency in spreadsheets, including the ability to analyze data and extract actionable insights. - Ability to manage upsell, cross-sell, retention, or account expansion initiatives. - Strong communication, relationship-building, and consultative selling skills. - Working proficiency in English and Spanish. - A high level of ownership, autonomy, adaptability, and execution in fast-paced environments. **Nice to haves** - Experience with HubSpot, Metabase, or other CRM and business intelligence platforms. - Practical experience using AI tools or workflow automation to improve commercial productivity. - Familiarity with corporate cards, B2B payments, supplier payments, cross-border payments, or SaaS monetization. - Experience monitoring customer health, revenue retention, transaction volumes, or account expansion metrics. - Ability to develop commercial business cases, quantify revenue potential, and prioritize opportunities based on expected impact. - Experience collaborating with Product, Sales, Marketing, and Operations teams. - A continuous improvement mindset and the curiosity to challenge existing processes. - A good sense of humor.   **Where we work** This is a hybrid role: you'll split your time between the office, customers and home. We don't set a minimum number of office days for most roles — you'll spend time in the office naturally, and most days during your ramp-up or when your leader asks. ### Why Clara - **A high talent-density team** driven to make an impact in Latin America — low ego, high ownership. - Competitive salary and stock options (ESOP) from day one. - An annual learning budget and accelerated development paths. - English is our working language, with Spanish and Portuguese every day. ### How we work - **Clarity** — Open and direct communication: we say what we mean and give context where it matters. - **Simplicity** — If it can be simpler, it should be. - **Ownership** — We own everything we do, end to end. When something needs to happen, we don't wait. - **Pride** — We hold ourselves to a high standard, and it shows in what we deliver. - **ABC (Always Be Changing)** — We adapt fast, embrace change, and keep learning. - **Inclusivity** — Diverse ideas, stories and perspectives build a better Clara. If you meet the must-haves, apply — the nice-to-haves are a bonus, not a requirement.