Sales Operations - Customer Success Excellence (Especialista de Operaciones de Ventas - Excelencia en Customer Success) - Bogotá (Hybrid)

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.

What You'Ll Do

We’re looking for a Sales Operations - Customer Success Excellence professional to strengthen Clara’s revenue engine by driving operational rigor, automation, and strategy across our Customer Success organization. You’ll partner closely with CS leaders, Product, and Data to build scalable programs that unlock growth opportunities and improve portfolio performance.

You’ll help define how we segment, support, and grow customer relationships at scale—empowering both Customer Success Managers (CSMs) and Customer Success Associates (CSAs) to deliver consistent and measurable results.

Responsibilities

• Automate and execute the customer success strategy, identifying revenue opportunities and improving impact.
• Design and launch large-scale AI-driven campaigns for CSAs and targeted campaigns for CSMs, in collaboration with the Customer Lifecycle, Product, and Data teams.
• Ensure the quality and availability of data sets to track CSM/CSA performance, campaign outcomes, and account health.
• Track campaign performance and implement improvements to drive conversion and retention.
• Manage portfolio allocation in Hubspot, defining criteria for account assignment and performance goals.
• Monitor portfolio health and identify at-risk accounts or those with upgrade potential.
• Manage the quarterly goal-setting and variable compensation processes for CSMs and CSAs.
• Define and evolve performance management frameworks with CSM leadership.
• Represent CSM needs in strategic initiatives, such as lifecycle communication strategies and product feedback loops.

Who You Are

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.

Must Haves

• Proficiency in CRM systems, preferably HubSpot.
• Experience with AI-based workflow automation tools.
• Strong analytical and reporting skills.
• Familiarity with BI tools and basic SQL.
• Proven experience in performance management and strategy development.
• Ability to collaborate across functions, especially with Sales, Product, and Data teams.
• Working proficiency in English and Spanish.
• Experience supporting Customer Success, Sales Ops, or Revenue Ops in a SaaS or fintech environment.

Nice To Haves

• Understanding of customer lifecycle strategy and success metrics.
• Experience working with tools like N8N or Google Drive for process management and documentation.

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.

Who We Are

• 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.

What We Believe In

• #Always Be Changing (ABC). We grow through feedback, risk-taking, and action.
• #Inclusivity. Every voice counts. Everyone contributes to our mission.
• 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

What We Offer

If you’re ready for growth, ownership, and impact — apply now and help us redefine B2B finance in Latin America.

Clara’S Hybrid Policy

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.