Customer Success Operations Associate (Associado de Operações de Customer Success) - São Paulo (Hybrid)
São Paulo, São Paulo, Brazil · Hybrid
Entry level$709M raised
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 …
Skills: HubSpot CRM Administration, Data Analytics, Workflow Automation, Google Sheets, Customer Success Metrics
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Operations Analyst (Posição Afirmativa para Pessoas Pretas e Pardas)
São Paulo, São Paulo, Brazil · Hybrid
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Technical Project Manager | Financial Services & Digital Transformation
São Paulo, São Paulo, Brazil · Remote OK
Senior
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Transforming the Future of Enterprise Planning At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning ca…
The role serves as the operational backbone for the Brazil Customer Success team, focusing on designing and optimizing data systems, dashboards, and automated workflows. Key duties include HubSpot CRM administration, tracking CS metrics, and using AI tools to eliminate operational friction.
Requirements
Candidates must have 1-2 years of experience in Sales or CS Operations within a B2B SaaS environment and mastery of HubSpot CRM. Proficiency in Google Sheets and a strong mindset for leveraging AI and automation tools like n8n are essential.
Full job description
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 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.
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
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 haves
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.
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.
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.
#Inclusivity. Every voice counts. Everyone contributes to our mission.
What we offer
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
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.
The AI-powered platform trusted by 30,000+ companies to manage, automate, and scale their finances across Latin America.
Industry
Financial Services
Company size
201-500 employees
Founded
2020
Headquarters
Sao Paulo
LinkedIn followers
94,944
Total funding
$709M
Clara es la Plataforma líder de gestión financiera para empresas en Latinoamérica, reconocida por el Financial Times como una de las empresas de más rápido crecimiento en la región por dos años consecutivos.
Más de 30,000 empresas en México, Brasil y Colombia confían en Clara para reunir tarjetas corporativas, control de gastos, cuentas por pagar, reembolsos, recuperación de facturas y visibilidad en tiempo real en una sola plataforma impulsada por inteligencia artificial, diseñada para potenciar cómo operan realmente las empresas de la región.
En 5 años hemos ayudado a nuestros clientes a eliminar 4.6 millones de horas de trabajo manual, ahorrar 240 millones de dólares en costos operacionales y aumentar en más del 30% el ahorro promedio en deducciones fiscales.
Con el respaldo de de firmas líderes de capital de riesgo regionales como Monashees, Kaszek Ventures y Canary, así como de inversionistas globales que incluyen a Notable Capital, Coatue, DST Global, ICONIQ y General Catalyst.
Para saber más, visita clara.com
Offices: Sao Paulo , BR · CDMX, MX · Bogotá, CO
Gestión de gastos and FinanzasFinanceBankingBillingSoftwarePaymentsPersonal FinanceEnterprise SoftwareCredit CardsBusiness Travel
How many Software jobs are open in São Paulo, Brazil right now?
There are currently 1,616 open software positions in São Paulo, Brazil listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Software roles in São Paulo, Brazil?
Companies currently hiring include Serasa Experian, B3 S.A. – Brasil, Bolsa, Balcão, Grupo Data, Amazon, Exadel, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Software jobs in São Paulo, Brazil?
Yes — 1168 of the 1616 open software positions offer remote or hybrid work (434 remote, 734 hybrid).
How do I apply for Software jobs in São Paulo, Brazil?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
