Senior Enterprise CS Executive — Financial Services (LATAM)

Creatio; Boston, Massachusetts, United States, Northern America, Americas; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Growth opportunities

Flexible work arrangements

Competitive compensation & benefits

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Executive-level communication

Customer-centric

Enterprise account management

CRM experience

Cross-sell / upsell

Tools

CRM

BPM

AI solutions

Job description

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