Operations Excellence Associate (Asociado de Excelencia Operativa) - Mexico City (Hybrid)
Ready to accelerate your career?
Clara is the fastest-growing company in Latin America. We've built the leading solution for companies to make and manage all their payments. We already help over 20,000 large and growing businesses operate with agility and financial clarity through locally issued corporate cards, bill pay, financing, and a powerful B2B platform built for scale.
Clara is backed by some of the most successful investors in the world, including top regional VCs like monashees, Kaszek, and Canary, and leading global funds like Notable Capital, Coatue, DST Global Partners, ICONIQ Growth, General Catalyst, Citi Ventures, SV Angel, Citius, Endeavor Catalyst, and Goldman Sachs - in addition to dozens of angel investors and local family offices.
We’re building the financial infrastructure that powers high-performing organizations across the region. We invite you to join us if you want to be part of a fast-paced environment that will accelerate your career and support you to do some of the best work of your life alongside a passionate and committed team distributed across the Americas.
What you'll do
We're looking for an Operations Excellence Associate to drive operational excellence within our Credit Desk. At Clara, our ability to scale across Latin America depends on robust, rigorous, and efficient underwriting processes. You will ensure that our teams in Mexico, Brazil, and Colombia consistently follow global standards while identifying opportunities to lean into automation and best practices.
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Drive operational excellence within our Credit Desk and key growth processes across Mexico, Brazil, and Colombia.
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Conduct periodic operational reviews to maintain process rigor in our underwriting procedures and implement best-in-class improvements.
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Collaborate closely with regional Control Desk teams, providing actionable feedback to enhance their accuracy and performance.
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Support underwriting activities directly during capacity constraints to ensure seamless business continuity.
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Partner with inbound sales teams to streamline the collection of prospect documentation and accelerate the onboarding experience.
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Develop and maintain clear process documentation, reports, and performance metrics using Google Drive and Metabase to highlight trends and risks.
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Audit automated processes periodically to ensure our tech is working as intended and eliminate operational blind spots.
Who you are
“We’re looking for someone who meets the minimum requirements to be considered for the role. The preferred qualifications are a bonus, not a requirement.”
Must haves
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Minimum of 2 years in operational roles, preferably in process optimization or underwriting within fintechs or financial institutions.
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Strong analytical and detail-oriented mindset to interpret data and pinpoint inefficiencies.
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Excellent communication and stakeholder management skills to engage diverse teams across multiple geographies.
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Adaptability and proactivity to thrive in a fast-paced, evolving startup environment.
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Working proficiency in English and Spanish.
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Experience or interest in AI tools to automate manual workflows and documentation audits.
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Proven execution in a regulated industry or technical environment.
Nice to haves
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Background in operational risk management, lean methodologies, or continuous improvement frameworks.
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Familiarity with underwriting platforms, CRM systems like Hubspot, or workflow tools like N8N.
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Experience monitoring KPIs and implementing data-driven enhancements using Metabase or SQL.
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Professional proficiency in Portuguese or a desire to learn.
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A good sense of humor.
Why join Clara
At Clara, you’ll have the autonomy, speed, and support to make meaningful impact — not just on your team, but on how organizations are run across Latin America.
Who we are
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We’re the leading B2B fintech for spend management in Latin America.
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Certified as one of the world's fastest-growing companies, a Great Place to Work, and a LinkedIn Top Startup.
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Passionate about making Latin America more prosperous and competitive.
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Constantly innovating to build financial infrastructure that enables each of our customers to thrive.
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Product-led, high-talent-density culture — designed for builders who raise the bar.
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Proud of our open, inclusive, and values-driven environment.
What we believe in
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#Clarity. We say things clearly, directly, and proactively.
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#Simplicity. We reduce noise to focus on what really matters.
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#Ownership. We take responsibility and never wait to be told.
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#Pride. We build products and experiences we’re proud of.
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#Always Be Changing (ABC). We grow through feedback, risk-taking, and action.
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#Inclusivity. Every voice counts. Everyone contributes to our mission.
What we offer
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Competitive salary and stock options (ESOP) from day one
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Multicultural team with daily exposure to Portuguese, Spanish, and English (our corporate language)
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Annual learning budget and internal accelerated development paths
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High-ownership environment: we move fast, learn fast, and raise the bar — together
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Smart, ambitious teammates — low ego, high impact
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Flexible vacation and hybrid work model focused on results
If you’re ready for growth, ownership, and impact — apply now and help us redefine B2B finance in Latin America.
Clara’s Hybrid Policy
Claridians in a hybrid mode split their time between working from the office, talking to or visiting customers, or working from home. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for each individual and team.
We don't enforce a minimum number of days for most roles, but you're expected to spend time at the office organically, and be at the office most days during your ramp-up or when required by your leader.