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Clara

AI CRM Analyst

Clara

. Build, optimize, and scale customer lifecycle programs across Latin America .

Posted 11/3/2026full-timeMexico City • MexicoJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and optimizing customer lifecycle programs, utilizing tools like Customer.io and HubSpot to drive activation and retention in a B2B fintech environment. Proficient in leveraging AI and automation for operational efficiency and campaign execution.

Highest-signal resume keywords
Customer.io Campaign ManagementAI Tools and Workflow AutomationLifecycle Journey DevelopmentB2B SaaS ExperienceSQL Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Lifecycle Program OptimizationAutomated Campaign SetupData AnalysisAudience SegmentationHTML/CSS ProficiencyBehavior AnalysisExperiment DesignEvent TrackingQA and Campaign ExecutionCustomer Health Tracking
Soft Skills
CollaborationProblem-SolvingCommunicationAdaptabilityAttention to Detail
Tools & Technologies
HubSpotCustomer.ioBrazeN8nClaudeMake
Industry Keywords
FintechB2BGrowth MarketingProduct-Led GrowthCustomer Lifecycle Management

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • Build, optimize, and scale customer lifecycle programs across Latin America
  • Own lifecycle initiatives end-to-end, from identifying opportunities and defining audiences to building, testing, launching, measuring, and iterating behavior-triggered interventions
  • Build, test, launch, and optimize automated onboarding, activation, adoption, and retention journeys using Customer.io, HubSpot, or similar platforms
  • Use AI and automation tools such as n8n, Claude, and Make to automate repetitive operations, accelerate analysis and campaign development, and prototype lifecycle capabilities
  • Design and run lifecycle experiments involving audiences, messaging, channels, timing, incentives, and interventions
  • Analyze customer behavior, product usage, and funnel performance to identify high-potential audiences, adoption gaps, and opportunities
  • Collaborate with Product, Data, and Customer Happiness teams to maintain clean event tracking, error-free campaign setup, and compliant messaging lists
  • Drive activation, product adoption, retention, and business impact across Clara's B2B fintech ecosystem

Requirements

What you’ll need
  • 2+ years of hands-on CRM, Lifecycle, or Growth experience in a high-growth startup, tech company, or B2B SaaS environment
  • Demonstrated experience setting up lifecycle journeys, audience segments, and automated campaigns in Customer.io, Braze, HubSpot, or similar tools
  • Hands-on experience using AI tools and workflow automation to solve operational problems, reduce manual work, or improve campaign execution
  • Ability to explain AI or automation solutions built, how they work, and their impact
  • Ability to use customer and product data to identify opportunities, define audiences, evaluate experiments, and connect initiatives to activation, product adoption, retention, churn, and TPV metrics
  • Rigorous QA, accurate audience targeting, and reliable campaign execution
  • Working proficiency in English and either Spanish or Portuguese
  • Comfortable prototyping quickly, validating thoroughly before launch, and continuously improving based on results
  • Basic technical proficiency in SQL
  • Basic technical proficiency in HTML/CSS for email template tweaking
  • Familiarity with Product-Led Growth mechanics and customer health tracking
  • Prior experience in Fintech, financial technology products, payments, or corporate card lifecycle workflows

Benefits

Comp & perks
  • Competitive salary
  • Stock options (ESOP) from day one
  • Annual learning budget
  • Accelerated development paths
  • English is the working language, with Spanish and Portuguese every day
  • High talent-density team driven to make an impact in Latin America
  • Low ego, high ownership culture
  • Open and direct communication
  • Simplicity-focused work environment
  • Ownership culture
  • Commitment to high standards
  • Adaptable, continuously learning environment
  • Inclusivity and diverse perspectives