Customer Success Associate (Analista de Sucesso do Cliente) - São Paulo (Hybrid)

About the role

We're the leading B2B fintech for spend management in Latin America. Certified as one of the world's fastest-growing companies, a Great Place to Work , and a LinkedIn Top Startup . Passionate about making Latin America more prosperous and competitive. Constantly innovating to build financial infrastructure that enables each of our customers to thrive. Product-led, high-talent-density culture - designed for builders who raise the bar. Proud of our open, inclusive, and values-driven environment. What we believe in #Clarity. We say things clearly, directly, and proactively. #Simplicity. We reduce noise to focus on what really matters. #Ownership. We take responsibility and never wait to be told. #Pride. We build products and experiences we're proud of. #Always Be Changing (ABC). We grow through feedback, risk-taking, and action. #Inclus

Responsibilities

• This is a client-facing Account Management role where your ability to communicate clearly, organize effectively, and build trusted relationships will directly impact client satisfaction, retention ( Gross/Net Retention ), and revenue growth.
• You will:
• Support onboarding and implementation for new clients, ensuring a smooth, efficient, and low-friction go-live process.
• Build and maintain strong, long-term relationships with existing enterprise and mid-market accounts, including conducting regular in-person relationship-building visits.
• Drive expansion, cross-selling , and upselling initiatives to deepen product adoption and expand usage across your portfolio.
• Monitor account health metrics to proactively mitigate churn and identify growth opportunities.
• Collaborate with internal teams to analyze client portfolios and suggest strategic growth plans.
• Contribute to client communications and lifecycles alongside Sales and Marketing teams.
• Assist in gathering and organizing data for sales reporting, forecasting, and portfolio health tracking using tools like Google Drive .

Requirements

• 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.
• 2-3 years of experience in a customer-facing role ( Customer Success , Account Management , or Sales), ideally within a fast-paced B2B SaaS , Fintech , or hyper-growth environment.
• Availability to work in person at our office in Itaim Bibi at least twice a week.
• Proven track record in client onboarding, managing implementation processes, or driving client retention.
• Strong execution skills with a demonstrated ability to identify expansion opportunities and handle commercial goals ( upselling / cross-selling ).
• Excellent verbal and written communication skills, with the ability to build client relationships through empathy and professionalism.
• Adaptability to fast-changing environments and strong organizational skills with high attention to detail.
• Working proficiency in English and fluent/native Portuguese.
• Experience or interest in AI tools to automate workflows.
• Experience in financial services, corporate banking, card issuance, or corporate insurance.
• Familiarity with commercial and CRM automation tools like Hubspot or N8N .
• Basic proficiency in Spanish or a strong desire to learn it.
• Independent analytical skills using spreadsheets, SQL, or data tools.
• A good sense of humor.
• Why join Clara
• At Clara, you'll have the autonomy, speed, and support to make meaningful impact - not just on your team, but on how organizations are run across Latin America.

Benefits

Additional Information

Ready to accelerate your career? Clara is the fastest-growing company in Latin America. We've built the leading solution for companies to make and manage all their payments. We already help over 20,000 large and growing businesses operate with agility and financial clarity through locally issued corporate cards, bill pay, financing, and a powerful B2B platform built for scale. Clara is backed by some of the most successful investors in the world, including top regional VCs like monashees, Kaszek, and Canary, and leading global funds like Notable Capital, Coatue, DST Global Partners, ICONIQ Growth, General Catalyst, Citi Ventures, SV Angel, Citius, Endeavor Catalyst, and Goldman Sachs - in addition to dozens of angel investors and local family offices. We're building the financial infrastructure that powers high-performing organizations across the region. We invite you to join us if you want to be part of a fast-paced environment that will accelerate your career and support you to do some of the best work of your life alongside a passionate and committed team distributed across the Americas.

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