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