Clara

Sales Operations – Customer Success Excellence, Especialista de Operaciones de Ventas – Excelencia en Customer Success

Clara

full-time

Posted on:

Location Type: Hybrid

Location: Bogotá • 🇨🇴 Colombia

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Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • Strengthen Clara’s revenue engine by driving operational rigor, automation, and strategy across Customer Success
  • Partner closely with CS leaders, Product, and Data to build scalable programs that unlock growth and improve portfolio performance
  • Define segmentation, support, and growth approaches for customer relationships at scale
  • Automate and execute the customer success strategy to identify revenue opportunities and improve impact
  • Design and launch AI-driven campaigns for CSAs and targeted campaigns for CSMs in collaboration with Customer Lifecycle, Product, and Data teams
  • 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
  • Ensure quality and availability of data sets to track CSM/CSA performance, campaign outcomes, and account health
  • Manage 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

Requirements

  • 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 have)
  • Understanding of customer lifecycle strategy and success metrics (nice to have)
  • Experience working with tools like N8N or Google Drive for process management and documentation (nice to have)
Benefits
  • Competitive salary and stock options (ESOP) from day one
  • Multicultural team with exposure to Portuguese, Spanish, and English (corporate language)
  • Annual learning budget and internal accelerated development paths
  • High-ownership environment: move fast, learn fast, and raise the bar
  • Smart, ambitious teammates — low ego, high impact
  • Flexible vacation
  • Hybrid work model focused on results

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRM systemsHubSpotAI-based workflow automation toolsanalytical skillsreporting skillsBI toolsSQLperformance managementstrategy developmentcustomer lifecycle strategy
Soft skills
collaborationcommunicationanalytical thinkingstrategic thinking