Customer Success Associate - Mexico City (Hybrid) at Clara, Mexico City / CDMX / Mexico
Customer Success Associate - Mexico City (Hybrid) at Clara in Mexico City / CDMX / Mexico. Apply with swipeandhired.
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.