Enterprise Customer Success Manager (Financial Services)

Creatio; Northern (KY); Ibrido; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Growth opportunities

Flexible work arrangements

Competitive compensation & benefits

Descrizione del lavoro

Creatio seeks a Customer Success Executive with Financial Services experience to manage strategic US accounts in the Corporate & Enterprise segment. You will act as trusted advisor, monitor delivery in implementations, and drive value realization and ROI.

Expect emphasis on reducing churn and expanding with cross- and upsell opportunities, engaging with C-level stakeholders. Ideal candidates have 5+ years in B2B enterprise account management within US financial services, familiarity with

Competenze

• 5+ years in B2B enterprise account management or project management for US-based enterprise accounts (financial services preferred).
• Experience with CRM, BPM, AI solutions is a plus.
• Strong English communication, including with C-level executives.

Mansioni

• Maintain and grow long-term relationships with strategic Corporate & Enterprise customers across the US region.
• Act as trusted advisor to assigned accounts and communicate with executives at various levels.
• Audit delivery processes in implementation projects and flag issues early.
• Help customers realize value and achieve high ROI.
• Aim for zero churn and proactively expand via cross-sells and upsells.

Conoscenze

Executive-level communication

Customer-centric

Enterprise account management

CRM experience

Cross-sell / upsell

Strumenti

CRM

BPM

AI solutions

Descrizione del lavoro

Customer Success Executive (Financial Services)

LATAM

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 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 Customer Success Executive with Financial Services experience,who will be working with the LATAM 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.

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.