Customer Success Associate - Mexico City (Hybrid)

The role

You will own a portfolio of customers to identify opportunities to protect and expand revenue. You will drive product adoption and use data to execute commercial strategies.

What you will do

• Identify and execute upsell, cross-sell, and expansion opportunities.
• Increase customer engagement and usage of financial solutions.
• Identify declining transaction volumes and revenue risks to develop recovery strategies.
• Analyze customer spending patterns and revenue potential to prioritize opportunities.
• Execute consultative conversations and build financial proposals.
• Use data platforms, CRM tools, and AI-powered workflows.
• Maintain a structured pipeline of opportunities and track progress against revenue targets.
• Partner with Sales, Product, Operations, and Marketing to accelerate adoption.

Required qualifications

• 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 experience identifying growth opportunities and managing negotiations.
• Analytical skills to interpret customer performance, transaction data, and commercial KPIs.
• Experience managing a portfolio of B2B customers.
• Working knowledge of CRM platforms.
• Proficiency in spreadsheets.
• 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.
• 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.
• 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 and quantify revenue potential.
• 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
• Stock options (ESOP) from day one
• An annual learning budget
• Accelerated development paths

About the company

Clara is the leading platform in Latin America for companies to execute and manage every payment operation. It is a team of ~400 people backed by several investors including Goldman Sachs.