Customer Success Manager - Monterrey (Hybrid/Remote)

Clara · Monterrey / NLE / MexicoRemotemid

In short

▸Gestión estratégica de clientes clave en México con enfoque financiero.
▸Actúas como socio confiable para ejecutivos (CFOs), impulsando crecimiento y adopción del producto.
▸Destaca ser parte de una empresa líder en crecimiento con inversión global de élite.

Professional proficiency in English

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What they ask for

✓5+ años como Key Account o Customer Success Manager en modelo B2B
✓Experiencia previa en sector financiero, especialmente banca tradicional
✓Capacidad comprobada para onboarding, gestión y crecimiento de cuentas B2B
✓Habilidad para manejar sistemas financieros, integraciones ERP y conversaciones con CFOs
✓Habilidades de forecast y gestión de estrategias sell-in/sell-out
✓Inglés profesional (nivel profesional)

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

ERP integrationsfinancial systemsB2B platformcorporate cardsbill payfinancingsales forecastingsell-in/sell-out strategiesC-level engagementclient onboarding

Who should you write to at Clara?

Your free dossier identifies the people who'd interview you — their background, what they value, and how to reach out so you stand out before applying.

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 Key Account Manager to own and grow strategic client relationships that drive long-term value for Clara and our customers. You’ll serve as the main point of contact for our most important clients in Mexico, combining commercial acumen with consultative insight to help them optimize their spend management through Clara’s platform. In this role, you’ll proactively identify opportunities for growth and expansion, manage complex sales and onboarding cycles, and act as a trusted partner to C-level executives across our customer base. Your work will directly position Clara as the go-to financial partner for high-impact organizations. 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 • 5+ years of experience as a Key Account Manager or Customer Success Manager in a B2B model • Previous experience in the financial sector, particularly in traditional banking institutions • Proven ability to onboard, manage, and grow B2B client accounts • Comfort navigating financial systems, ERP integrations, and budget conversations at the CFO level • Sales forecasting skills and experience managing sell-in/sell-out strategies • Excellent relationship-building skills with a FANTER (Farmer + Hunter) mindset • Structured, results-oriented approach with strong business acumen • Professional proficiency in English <h3 data-start="17

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