Strategic CSM — Banking & Financial Services (NA)

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 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.