Customer Success Associate - Monterrey (Hybrid)
Clara
Monterrey
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 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
Independent analytical skills using spreadsheets or Metabase.
Experience collaborating closely with Sales, Marketing, and Product teams.
Familiarity with product usage monitoring or customer health scoring.
Strategic thinking and an eye for process improvements.
A good sense of humor.
How we work in this territory
Monterrey is an emerging territory for Clara — there's no office to go into, so this role works remotely from Monterrey day to day. You'll ramp up in person with the team, and come together in person for team moments, events and customer visits through the year.
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.
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