Customer Success Operations Associate

Clara is the leading platform in Latin America for companies to execute and manage every payment operation. More than 50,000 leading and fast-growing businesses run on our corporate cards, bill pay, financing and B2B payments, and in 2025 the Financial Times named Clara the region’s fastest-growing company. We’re passionate about helping every company we work with become more effective—and, through that, raising the region’s competitiveness. We’re ~400 people, backed by Notable Capital, Coatue, Kaszek, monashees, DST Global, ICONIQ, General Catalyst and Goldman Sachs, among others.

What you'll do

We are looking for a Customer Success 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.

• 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.

Who you are