Customer Success Associate - Mexico City (Hybrid)

Clara is the leading platform in Latin America for companies to execute and manage every payment operation, offering corporate cards, bill pay, financing and B2B payments. 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: the candidate will own a portfolio of customers, identify opportunities to protect and expand revenue, and execute strategies that drive measurable business impact. This is a hybrid role, splitting time between the office, customers and home.

Responsibilities

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

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

Nice to have

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

Benefits

Competitive salary and stock options (ESOP) from day one; Annual learning budget and accelerated development paths