Clara is the leading spend management platform for companies in Latin America. Our end-to-end solution includes locally-issued corporate cards, bill pay, and our highly-rated software platform; already being used by thousands of the most successful companies across the region.
Clara is backed by top investors and strategics including Accial Capital, Canary, Citi Ventures, Coatue, DST Global, General Catalyst, Goldman Sachs, ICONIQ Growth, Kaszek, Monashees, and Notable Capital, as well as prominent angel investors.
As a Sales Operations - CRM Analyst, you will play a key role in driving the success of our sales teams by designing and optimizing a streamlined sales process. You'll empower the team through data-driven insights, analyzing performance, and identifying opportunities for continuous improvement. Your ability to enhance productivity and effectiveness will be crucial as you implement strategic solutions that directly impact business growth and efficiency.
What You’ll Do
Lead & Optimize Sales Processes:
- Act as the go-to expert on HubSpot automation, driving key trends and projects to improve sales performance.
- Maintain and elevate sales reporting, crafting new reports as needed to provide actionable insights.
- Manage a large, organized CRM database of prospects and deals, ensuring it’s always up-to-date and aligned with team goals.
- Analyze customer data to recommend strategic actions for sales, marketing, and customer success teams.
Drive Continuous Improvement:
- Collaborate with sales reps to identify opportunities for improvement and streamline workflows to maximize productivity.
- Replicate global best practices across teams, ensuring processes and results are consistently optimized worldwide.
- Analyze, develop, and implement sales operations policies and procedures that align with company goals.
Ensure Alignment with Company Strategy
- Make sure daily tasks and initiatives are aligned with broader company strategies, driving results and fostering growth.
What We’re Looking For
- 2+ years in Sales Operations, with direct experience managing a CRM in a B2B industry, preferably Fintech.
- You’re a perfectionist, meticulous in your work and able to manage and document every detail in a CRM.
- Hands-on experience as a CRM administrator (Salesforce or HubSpot certification is a plus).
- Proficient in building and optimizing CRM systems – from custom objects to workflows, formula fields, and views.
- You’re a creative, analytical thinker with excellent problem-solving skills and a passion for process improvement.
- Proven ability to design and implement new processes and ensure smooth adoption across teams.
- Strong time management skills, capable of prioritizing and meeting deadlines in a dynamic environment.
- Excellent communication skills to collaborate across all levels of the organization.
- Strong understanding of the impact of new requirements on HubSpot and related systems, processes, and applications.
- Data management expertise, with the ability to use insights to drive decisions and improvements.
- Professional proficiency in English is a must.
The way we do things is as important as what we do. That is why we operate on a set of carefully-identified values. They are what we expect from ourselves and each other in our day-to-day.
We value
* Clarity - Open and direct communication
* Simplicity - Pare things down to the essential
* Ownership - We're all owners and act like it
* Pride - Make quality products we're proud of
* Always Be Changing (ABC) - Continuous self-improvement
* Inclusivity - Every voice counts; we value each other for our shared mission and contributions
We are
* Shaping business finances in Latin America
* Driven by our 6 core values
* Proud of our inclusive and caring culture
* Certified as Top LinkedIn Startup
What We offer
* Competitive salary & a robust stock ownership plan
* 100% flexible work model
* A set of benefits that are adaptable to your needs & way of life
* Opportunities for growth in a fast-paced environment
* A chance to shape B2B payments in Latin America and increase the region’s economic competitiveness
Top Skills
What We Do
Clara is the leading payment platform for companies in Latin America. Our end-to-end solution includes our locally-issued corporate cards, Bill Pay, crossborder payments, and our highly-rated software platform used by thousands of the most successful companies across the region. Clara is backed by top global and regional investors such as Coatue, DST Global, General Catalyst, monashees, Kaszek, Canary, A*, BoxGroup, SV Angel, GFC, Picus Capital, Avid Ventures, ICONIQ Growth, Goldman Sachs, and prominent angel investors. Driven by our six core values (Ownership, Pride, ABC, Simplicity, Clarity and Inclusivity) we’ve reached a unicorn valuation in record time, have been recognized as a Great Place to Work and as one of the most promising startups according to Linkedin’s ranking “Top Startups 2021”. We’re looking for the best talent worldwide to join our team and be part of this journey, so you can't afford to miss this chance! We are: * Shaping business finances in Latin America * Driven by our 6 core values * Proud of our inclusive and caring culture * Certified as a Great Place to Work and a Top LinkedIn Startup
