Enterprise Customer Success Manager-Banking & Credit Unions

Creatio

Northern (KY)

Hybrid

USD 90,000 - 130,000

Full time

6 days ago
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Job summary

Creatio is seeking an Enterprise Customer Success Manager based on the U.S. East Coast to manage strategic customers across North America, with emphasis on banks and credit unions. You will act as trusted advisor, ensure adoption, and guide long-term success.

You will collaborate with Sales, Delivery, Support, Product and Partners, drive retention, minimize churn, and seek opportunities for cross-sell and upsell while aligning with senior executives.

Qualifications

  • Minimum 3+ years of B2B Customer Success, Account Management, or Project Management with enterprise accounts in the U.S.
  • Experience working with banks or credit unions and understanding their business models and customer needs.
  • Proven track record of building strong relationships, driving adoption and value realization, and supporting retention and account growth.
  • Strong executive-level communication with senior and C-level stakeholders.
  • Experience with CRM, BPM, or low-code/no-code solutions is preferred.

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 with stakeholders at multiple levels, including C-level executives.
  • Oversee delivery processes in implementation projects for Corporate & Enterprise customers, identifying early red flags to prevent issues.
  • Become a Creatio product expert and help customers achieve desired outcomes, value realization, product adoption, and ROI.
  • Develop understanding of customers' business priorities and proactively identify opportunities to support long-term success.
  • Grow the customer portfolio through retention, cross-sell and upsell.
  • Collaborate with Sales, Delivery, Support, Product, and Partner teams to ensure a consistent customer experience.]
  • CoT_job_summary_short
  • COMPANY NAME: CreatioKEY POINTS: North American market focus, enterprise CS, banks/credit unions
  • job_summary_short
  • <p>Creatio is seeking an Enterprise Customer Success Manager based on the U.S. East Coast to manage strategic customers across North America, with emphasis on banks and credit unions. You will act as trusted advisor, ensure adoption, and guide long-term success.</p><p>You will collaborate with Sales, Delivery, Support, Product and Partners, drive retention, minimize churn, and seek opportunities for cross-sell and upsell while aligning with senior executives.</p>
  • contract_type(
  • fulltime
  • location_type
  • on site
  • remote_scope

Skills

Executive-level communication
Strategic account management
Relationship building
Cross-functional collaboration
Customer success mindset

Tools

CRM systems (e.g., Salesforce)
BPM platforms
Low-code/no-code platforms

Job description

Creatio is seeking an Enterprise Customer Success Manager based on the U.S. East Coast to manage strategic customers across North America, with emphasis on banks and credit unions. You will act as trusted advisor, ensure adoption, and guide long-term success.

You will collaborate with Sales, Delivery, Support, Product and Partners, drive retention, minimize churn, and seek opportunities for cross-sell and upsell while aligning with senior executives.

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