Head of Account Development leading customer success strategy and team at Clara, a fintech company. Focused on managing key accounts and improving customer engagement across Latin America.
Responsibilities
Lead and mentor a team of high-performing Customer Success Managers, fostering a strong culture of accountability, ownership, and impact.
Own and continuously improve customer lifecycle analysis and management, identifying drop-off points and opportunities to increase engagement.
Use data analysis to define KPIs, track performance, and inform strategy and prioritization.
Oversee a portfolio of enterprise and mid-market accounts, ensuring consistent value delivery, retention, and growth.
Develop and execute cross-sell and up-sell strategies to expand account value.
Lead communication and adoption efforts for product launches and experience-impacting changes.
Serve as a senior voice of the customer across the company, sharing insights with Product, Ops, and Growth teams.
Build customer advocacy initiatives, including case studies, referrals, and testimonials.
Requirements
8+ years of experience in Customer Success or Account Management, ideally in a B2B SaaS or fintech environment.
Strong leadership experience, with a proven track record of building and managing high-performing teams.
Demonstrated success managing enterprise and mid-market customers, with a focus on retention, upsell, and cross-sell.
Deep understanding of financial services or related sectors.
Excellent communication and relationship-building skills in both Portuguese and English.
Experience using Hubspot or similar CRM, and Customer Success Platforms.
Strategic, analytical mindset with a strong bias for action and measurable results.
Benefits
Competitive salary and stock options (ESOP) from day one
Multicultural team with daily exposure to Portuguese, Spanish, and English (our corporate language)
Annual learning budget and internal accelerated development paths
High-ownership environment: we move fast, learn fast, and raise the bar — together
Smart, ambitious teammates — low ego, high impact
Flexible vacation and hybrid work model focused on results
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