Offer summary

Qualifications:

2+ years in Sales Operations with CRM management experience in B2B, preferably Fintech., Hands-on experience as a CRM administrator, with Salesforce or HubSpot certification being a plus., Proficient in building and optimizing CRM systems, including custom objects and workflows., Strong analytical and problem-solving skills, with a focus on process improvement..

Key responsibilities:

Lead and optimize sales processes by acting as the go-to expert on HubSpot automation.

Maintain and elevate sales reporting, providing actionable insights through new reports.

Manage and organize a large CRM database of prospects and deals, ensuring alignment with team goals.

Collaborate with sales reps to identify improvement opportunities and streamline workflows.

Job description

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.