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CRM Analyst

Clara

Clara

IT
Latin America
Posted on Wednesday, September 11, 2024

Clara is the leading spend management platform for companies in Latin America. Our end-to-end solution includes our locally-issued corporate cards, a Bill Pay product, financing solutions, and our highly-rated software platform; already being used by thousands of the most successful companies across the region.

Clara is backed by top global and regional investors such as GGV Capital, Coatue, DST Global Partners, General Catalyst, monashees, Acrew Capital, Kaszek, Citius, Canary, Citi Ventures, Picus Capital, Avid Ventures, ICONIQ Growth, Endeavor Catalyst, Goldman Sachs, Accial Capital, and prominent angel investors.

As a CRM Analyst you will provide guidance to the sales teams by developing a well-structured sales process, analyzing team performance within the framework of that process, enhance the team’s productivity and effectiveness, and implement solutions based on data and analysis.

We are looking for a CRM Analyst that will:

  • Acting as primary liaison on Hubspot automation projects/trends.
  • Maintain existing sales reports and designs new reports as needed.
  • Maintain and organize a large database of prospects and deals in the CRM.
  • Analyze customer data and make recommendations on sales, marketing and customer success initiatives.
  • Work with sales representatives to identify opportunities for improvement.
  • Identify global best practices and replicate them in other countries to continuously improve processes and results within the team.
  • Analyze and develop sales operations policies and procedures.
  • Making sure everyday tasks are aligned with the company strategy.

Qualifications:

  • At least 2 years in sales operations directly administrating a CRM in a B2B industry, preferably Fintech.
  • You are a perfectionist. You pay attention to every single detail and keep records of your every move on a CRM.
  • Hands-on experience as a CRM administrator (Salesforce or Hubspot certification is a plus)
  • Strong understanding of CRM platform, with the ability to build custom objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • Creative and analytical thinker with strong problem-solving skills
  • Proven ability to design and implement new processes and facilitate user adoption.
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests
  • Ability to communicate effectively at all levels of the organization
  • Ability to assess the impact of new requirements on Hubspot and all upstream and downstream applications, systems and processes
  • Strong data management abilities
  • English professional proficiency
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

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