Customer Success Associate - Monterrey (Hybrid)

Clara·Monterrey / NLE / Mexicomid

In short

→Asociado de Éxito de Cliente en Monterrey (híbrido), gestionando cuentas clave en una fintech en crecimiento.
→Día a día: onboarding, retención, expansión de cuentas, trabajo con equipos de ventas, producto y marketing.
→Destacado: trabajar con una empresa líder en pagos en Latinoamérica con inversión de top fondos globales.

Working proficiency in English and Spanish

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What they ask for

✓2–3 años en Customer Success, Gestión de Cuentas o Ventas.
✓Experiencia en fintech, banca, SaaS o servicios financieros.
✓Dominio de CRM, específicamente HubSpot.
✓Interés o experiencia con herramientas de IA para automatizar flujos.
✓Nivel intermedio de inglés y español.
✓Habilidad para identificar oportunidades de upsell/cross-sell.

Don't tick every box? That's normal — your free dossier shows your gaps and how to cover them in the interview.

HubSpotCRMAI toolsSaaSB2B platformCorporate cardsBill payFinancingFinancial servicesProduct insight

Who should you write to at Clara?

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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 •

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