Customer Success Executive (Financial Services)

Creatio; Boston (MA); On-site; MXN 2,034,000 - 3,050,000; Full time

Job summary

Creatio is seeking a Customer Success Executive with Financial Services experience to drive strategic relationships in the US market. You will act as trusted advisor to Corporate & Enterprise accounts, guiding delivery and ensuring high ROI.

Ideal candidates bring 5+ years in enterprise account management, proficiency with CRM and AI-enabled solutions, and strong executive communication in English. Join a team that values growth and impact.

Qualifications

• Minimum 5+ years of B2B account management or project management with US enterprise accounts (Financial Services).
• Experience with CRM, BPM, LC/NC, and AI solutions preferred.
• Fluent English with executive-level communication capabilities.

Responsibilities

• Maintain and develop long-term relationships with strategic Corporate & Enterprise customers across the US region.
• Act as trusted advisor and communicate with executives including C-level.
• Audit delivery processes in implementation projects and identify early red flags.
• Help customers achieve outcomes, value realization, and high ROI.
• Grow portfolio through zero churn and cross/upsell opportunities.
• Maintain a higher than industry-average NPS score.

Skills

Executive communication

Customer success

CRM experience

English proficiency

Strategic account mgmt

Tools

CRM systems

BPM

AI solutions

Job description

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.

We’re proud to be recognized by top industry analysts as a Leader and Strong Performer in multiple Gartner and Forrester reports. In 2025, Creatio was named to Inc.’s Best Workplaces list, recognizing our commitment to employee wellbeing and a strong workplace culture.

Who We’re Looking For

We are looking for an Customer Success Executive with Financial Services experience,who will be working with the US Market.

Responsibilities

• Maintain and develop long-term relationships with strategic customers of the Corporate & Enterprise segment across the US region.
• Act as a trusted advisor of assigned accounts and communicate with them on different levels, including C-level executives.
• Control and audit delivery processes in implementation projects for Corporate & Enterprise customers, identify early red flags to prevent delivery and launch-related issues.
• Help customers achieve their desired outcomes, value realization, and high ROI.
• Grow customers' portfolio through zero churn and active cross and upsells.
• Maintain a higher than industry average NPS score.

Requirements

• Minimum 5+ years of B2B account management or project management experience working with Enterprise accounts in the US (Financial Services, specifically Credit Unions or Banks, experience is required).
• Experience working with CRM, BPM, LC/NC, AI solutions will be a preference.
• English language skills and executive-level communication.
• Desire to learn and adapt fast according to a changing market environment.
• Customer-centric expert with a track record in delivering customer success.

What You Should Expect From Us

• Growth & Development: Clear career paths, mentorship opportunities, and access to continuous learning to help you reach your full potential.
• Flexibility & Well-Being: We provide flexible work arrangements and initiatives that empower you to manage your schedule effectively, stay productive, and thrive both personally and professionally.
• Recognition & Impact: A culture that celebrates achievements, values your ideas, and empowers you to make real contributions from day one.
• Innovative Culture: Be part of a company that embraces new ideas, modern technologies, and bold thinking to stay ahead of the curve.
• Benefits & Rewards Package: We provide competitive compensation and benefits designed to support you and your family. Our rewards approach goes beyond salary, recognizing your contributions and commitment. The exact package may vary depending on your country of residence and employment type.