Customer Success Operations Associate
ClaraPayments company
Sao Paulo, BrazilMid
Coatue
ICONIQ Growth
General Catalyst
DST Global
monashees
Kaszek Ventures
Operations & Strategy
About the role
TL;DR
Serve as the operational backbone of the Customer Success team in Brazil.
- •Key Responsibilities Own and maintain the HubSpot CRM environment for the local Customer Success team.
- •Design and maintain actionable scorecards and dashboards in HubSpot, Metabase, and Google Sheets.
- •Proactively identify manual bottlenecks and build automated workflows using n8n and AI tools.
- •Lead the technical setup and execution of customer activation, onboarding, and retention campaigns.
- •Serve as the primary operational point of contact for CS managers and account leads in Brazil.
- •Requirements 1-2 years in Sales Operations, CS Operations, Revenue Operations, or Data Analytics within a B2B SaaS or tech environment.
- •Direct, hands-on experience with HubSpot CRM (administration, workflow automation, custom reporting, and property management).
- •High proficiency in Google Sheets / Excel (advanced formulas, pivot tables).
Required skills
ExcelRevenue Operations
Domain expertise
fintech
Tech stack
Excel