Customer Success Associate
Clara
Clara is the leading spend management platform for companies in Latin America. Our end-to-end solution includes our locally-issued corporate cards, a Bill Pay product, financing solutions, and our highly-rated software platform; already being used by thousands of the most successful companies across the region.
Clara is backed by top global and regional investors such as GGV Capital, Coatue, DST Global Partners, General Catalyst, monashees, Acrew Capital, Kaszek, Citius, Canary, Citi Ventures, Picus Capital, Avid Ventures, ICONIQ Growth, Endeavor Catalyst, Goldman Sachs, Accial Capital, and prominent angel investors.
We are looking for a Customer Success Associate who will:
- Manage a portfolio of accounts, ensuring they are happy and engaged.
- Understand each client’s needs and provide personalized support.
- Identify opportunities for upselling and cross-selling to help clients benefit from more of our products.
- Monitor product usage to spot any issues and recommend solutions to keep clients satisfied.
- Work with sales, product, and marketing teams to ensure a smooth experience for clients.
- Collect feedback from clients to help us improve our products and services.
- Use CRM tools to track client interactions, updates, and account activity, ensuring accurate records and insights for the team.
Our requirements for this position are:
- 2-3 years of experience in Customer Success, Account Management, or sales, preferably in fintech, banking, SaaS, or financial services.
- Strong communication skills and ability to build positive relationships.
- Experience in managing accounts and driving sales growth.
- Proficiency with CRM tools (preferibly with Hubspot or Salesforce)
- Problem-solving skills and a proactive attitude.
- Professional proficiency in English.
- Ability to build strong relationships with clients and collaborate effectively within a team.
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