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Clara

Customer Success Associate

Clara

. Manage a portfolio of accounts and build lasting partnerships with Clara’s clients .

Posted 9/17/2026full-timeGuadalajara • MexicoJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in Customer Success and Account Management, with a strong focus on driving customer retention and identifying growth opportunities. Proficient in using CRM tools like Hubspot and capable of leveraging data for strategic decision-making.

Highest-signal resume keywords
Customer Success ManagementAccount ManagementCRM ProficiencyBilingual CommunicationFintech Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer RetentionUpsell OpportunitiesData AnalysisWorkflow AutomationProduct Usage Monitoring
Soft Skills
Verbal CommunicationWritten CommunicationAdaptabilityStrategic ThinkingCollaboration
Tools & Technologies
HubspotMetabaseAI Tools
Industry Keywords
FintechBankingSaaSFinancial Services

About the role

Key responsibilities & impact
  • Manage a portfolio of accounts and build lasting partnerships with Clara’s clients
  • Ensure customers get the most value from Clara’s platform while acting as a trusted advisor
  • Drive customer retention and identify growth opportunities
  • Deliver a seamless customer experience from onboarding through renewal
  • Collaborate with Sales, Product, and Marketing to advocate for customer needs
  • Use data to solve complex problems and contribute to Clara’s long-term success

Requirements

What you’ll need
  • 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
  • Independent analytical skills using spreadsheets or Metabase (nice to have)
  • Experience collaborating closely with Sales, Marketing, and Product teams (nice to have)
  • Familiarity with product usage monitoring or customer health scoring (nice to have)
  • Strategic thinking and an eye for process improvements (nice to have)
  • A good sense of humor (nice to have)

Benefits

Comp & perks
  • Competitive salary
  • Stock options (ESOP) from day one
  • Annual learning budget
  • Internal accelerated development paths
  • Flexible vacation
  • Hybrid work model
  • Multicultural team with daily exposure to Portuguese, Spanish, and English
  • Autonomy, speed, and support to make meaningful impact