Customer Success Manager - Monterrey (Hybrid/Remote)

What you'll do

We're looking for a Key Account Manager to own and grow strategic client relationships that drive long-term value for Clara and our customers. You’ll serve as the main point of contact for our most important clients in Mexico, combining commercial acumen with consultative insight to help them optimize their spend management through Clara’s platform.

In this role, you’ll proactively identify opportunities for growth and expansion, manage complex sales and onboarding cycles, and act as a trusted partner to C-level executives across our customer base. Your work will directly position Clara as the go-to financial partner for high-impact organizations.

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

5+ years of experience as a Key Account Manager or Customer Success Manager in a B2B model

Previous experience in the financial sector, particularly in traditional banking institutions

Proven ability to onboard, manage, and grow B2B client accounts

Comfort navigating financial systems, ERP integrations, and budget conversations at the CFO level

Sales forecasting skills and experience managing sell-in/sell-out strategies

Excellent relationship-building skills with a FANTER (Farmer + Hunter) mindset

Structured, results-oriented approach with strong business acumen

Professional proficiency in English

Nice to haves

Existing relationships within Mexico’s enterprise ecosystem

Experience creating and executing go-to-market or partner marketing plans

Confidence leading multi-stakeholder sales cycles and negotiating at C-level

High adaptability to change with an innovation-driven attitude