Customer Success Operations Associate (Associado de Operações de Customer Success) - São Paulo (Hybrid)

Brazil·São Paulomid

OtherCustomer Success Operations

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Quick Summary

Key Responsibilities

Own and maintain the daily HubSpot CRM environment for the local Customer Success team. Manage account assignments, health tags, territory mapping,

Requirements Summary

1–2 years in Sales Operations, CS Operations, Revenue Operations, or Data Analytics within a B2B SaaS or tech environment. CRM Mastery: Direct, hands-on experience with HubSpot CRM (administration,

Technical Tools

OtherCustomer Success Operations

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.

Responsibilities

~2 min read

We are looking for a Sales Operations Associate to serve as the operational backbone of our Customer Success (CS) team in Brazil. In this role, you will design, maintain, and optimize the data systems, dashboards, and automated workflows that support Clara’s customer retention, activation, and growth across the country.
As part of an AI-native Revenue Operations team, you will act as a strategic operational partner to local CS Leaders and Account Managers. You will use intelligent automation (n8n, AI tools) and CRM governance (HubSpot) to eliminate friction in the customer journey and turn raw data into actionable insights.
What you'll do

→CS CRM Administration: Own and maintain the daily HubSpot CRM environment for the local Customer Success team. Manage account assignments, health tags, territory mapping, and data hygiene to ensure a reliable customer database.
→Customer Success Analytics & Dashboards: Design and maintain actionable scorecards and dashboards in HubSpot, Metabase, and Google Sheets. Track key CS metrics including Churn risk scoring, NPS/CSAT, product adoption, engagement cohorts, and onboarding performance (time-to-onboard).
→Automation & AI-Driven Workflows: Proactively identify manual bottlenecks in daily CS operations and build automated workflows using n8n and AI tools (Claude/Anthropic) to streamline data enrichment, internal notifications, and repetitive operational tasks.
→CS Campaign Execution: Lead the technical setup and execution of customer activation, onboarding, and retention campaigns. Define customer segments, collaborate with Growth Marketing, and track campaign performance using HubSpot and Amplemarket.
→Operational Enablement & Partnering: Serve as the primary operational point of contact for CS managers and account leads in Brazil. Assist with onboarding new team members on operational playbooks, reporting tools, and automated workflows.

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.

Requirements

~1 min read

Operations & CS Experience: 1–2 years in Sales Operations, CS Operations, Revenue Operations, or Data Analytics within a B2B SaaS or tech environment.
CRM Mastery: Direct, hands-on experience with HubSpot CRM (administration, workflow automation, custom reporting, and property management).
Quantitative Logic: High proficiency in Google Sheets / Excel (advanced formulas, pivot tables, and logical modeling) to manipulate and interpret customer datasets.
AI-Native & Automation Mindset: Ability and enthusiasm to leverage AI tools (Claude, ChatGPT) and workflow automation tools (n8n or similar) as daily copilots to increase operational efficiency.
CS Metrics Knowledge: Understanding of core Customer Success performance indicators (Retention, Churn Risk, NPS/CSAT, Time-to-Onboard, and Account Health).
Ownership & Proactivity: Strong organizational skills, attention to detail, and a self-starter mindset capable of managing day-to-day operational requests in a fast-paced environment.

Nice to Have

~1 min read

Technical & BI Stack: Familiarity with BI tools (Metabase, Looker, or Tableau) and basic knowledge of SQL or APIs.
Language Skills: Professional proficiency in both English and Portuguese to seamlessly collaborate with local and global teams.

What We Offer

~1 min read

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.

✓Competitive salary and stock options (ESOP) from day one

✓Multicultural team with daily exposure to Portuguese, Spanish, and English (our corporate language)

✓Annual learning budget and internal accelerated development paths

✓High-ownership environment: we move fast, learn fast, and raise the bar — together

✓Smart, ambitious teammates — low ego, high impact

✓Flexible vacation and hybrid work model focused on results

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.

#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.
#Inclusivity. Every voice counts. Everyone contributes to our mission.

Claridians in a hybrid mode split their time between working from the office, talking to or visiting customers, or working from home. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for each individual and team.

We don't enforce a minimum number of days for most roles, but you're expected to spend time at the office organically, and be at the office most days during your ramp-up or when required by your leader.