Customer Success Executive, Financial Services

Creatio; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Creatio is seeking an Enterprise Customer Success Manager to lead strategic relationships with major corporate and enterprise clients across North America. The role emphasizes banks and financial services, with a preference for candidates on the U.S. East Coast and Central Time Zone.

You will act as a trusted advisor, drive product adoption, align customer goals with Creatio capabilities, and collaborate with Sales, Delivery, Support, and Product to ensure exceptional outcomes.

Qualifications

• 3+ years in enterprise customer success or account management for U.S. enterprise accounts.
• Experience with banks or credit unions and their business models.
• Proven track record of driving adoption, value realization, and retention.
• Strong executive-level communication with C-level stakeholders.
• Experience with CRM, BPM, or low-code/no-code solutions preferred.
• Experience managing complex technology implementations and risk.
• Customer-centric mindset and ability to navigate complex organizations.
• Willingness to travel for customer meetings and onsite engagements.
• Ability to learn quickly in fast-changing market/tech.

Responsibilities

• Maintain and develop long-term relationships with strategic customers in Corporate & Enterprise across North America.
• Act as trusted advisor and communicate with stakeholders at all levels, including C-level.
• Audit delivery processes in implementation projects to identify early red flags.
• Become Creatio product expert to drive adoption, ROI, and value realization.
• Understand customers' business priorities and identify opportunities for long-term success.
• Grow portfolio through retention, zero churn, and cross-sell/upsell.
• Collaborate with Sales, Delivery, Support, Product, and Partners to ensure a consistent experience.

Skills

B2B Customer Success

Account Management

Executive communication

Stakeholder management

Travel willingness

Tools

CRM

BPM

Low-code/No-code

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. 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 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.