Customer Success Executive, Financial Services

Creatio; Indiana; On-site; USD 110,000 - 170,000; Full time

Job summary

Creatio is seeking an Enterprise Customer Success Manager to serve strategic financial services clients across North America. You will act as a trusted advisor, drive product adoption, and ensure ROI for complex implementation projects. The role requires strong executive communication and the ability to navigate large enterprise organizations.

Based on the U.S. East Coast, travel for on-site engagements may be required.

Qualifications

• 3+ years in B2B Customer Success, Account Management, or Project Management with Enterprise accounts in the U.S.

Responsibilities

• Maintain and develop long-term relationships with strategic customers in Corporate & Enterprise segment across North America.
• Act as trusted advisor to accounts and communicate with stakeholders at C-level.
• Audit delivery processes in implementation projects to prevent issues.
• Become a Creatio product expert and drive ROI, adoption, and value realization.
• Understand customers' priorities and identify opportunities for long-term success.
• Grow portfolio via retention, upsell, and cross-sell.
• Collaborate with Sales, Delivery, Support, Product, and Partners for a consistent experience.

Skills

Executive communication

Strategic account management

Relationship building

Cross-functional collaboration

Tools

CRM

BPM

Low-code/no-code

Job description

Customer Success Executive, Financial Services

USA

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. 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 aLeader 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.

We are looking for an Enterprise Customer Success Manager who will be working with strategic customers across the North American market. The candidate should be based on the U.S. East Coast, with candidates in the Central Time Zone potentially considered. This role will focus on strategic customers with a strong emphasis on banks, credit unions, and other financial services organizations.

Key Responsibilities:

• Maintain and develop long-term relationships with strategic customers in the Corporate & Enterprise segment across North America.
• Act as a trusted advisor to assigned accounts and communicate effectively with stakeholders at different levels, including C-level executives.
• Control and audit delivery processes in implementation projects for Corporate & Enterprise customers, identifying early red flags to prevent delivery and launch-related issues.
• Become a Creatio product expert and help customers achieve their desired business outcomes, value realization, strong product adoption, and high ROI.
• Develop a deep understanding of customers' business priorities and proactively identify opportunities to support their long-term success.
• Grow the customer portfolio through strong retention, zero churn, and active cross-sell and upsell.
• Collaborate closely with internal Sales, Delivery, Support, Product, and Partner teams to ensure a consistent customer experience.

Requirements:

• Minimum 3+ years of B2B Customer Success, Account Management, or Project Management experience working with Enterprise accounts in the U.S.
• Experience working with banks and/or credit unions and a good understanding of their business models, key processes, and customer/member needs.
• Proven track record of building strong customer relationships, driving adoption and value realization, and supporting retention and account growth.
• Strong executive-level communication skills and experience engaging with senior and C-level stakeholders.
• Experience working with CRM, BPM, or low-code/no-code solutions is preferred.
• Experience overseeing complex technology implementation projects and proactively identifying customer or delivery risks is a plus.
• Strong customer-centric mindset with a track record of delivering customer success.
• Ability to navigate complex customer organizations, coordinate multiple stakeholders, and drive issues toward resolution.
• Desire to learn and adapt quickly in a fast-changing market and technology environment.
• Ability to travel for customer meetings and onsite engagements as needed.

What to 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.

We wholeheartedly believe in our values.
They guide each decision we make, serving as the path we follow to achieve our goals.

One Team

Regardless of our location, we always work as one towards the same goal.