Enterprise Customer Success Manager-Banking & Credit Unions

Creatio; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Growth & Development

Flexibility & Well-Being

Recognition & Impact

Innovative Culture

Benefits & Rewards

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 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.

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.

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