Strategic Enterprise CSM for Banks & Credit Unions

Creatio; Indiana; On-site; USD 110,000 - 170,000; Full time

Job summary

Creatio is seeking an Enterprise Customer Success Manager to serve strategic financial services clients across North America. You will act as a trusted advisor, drive product adoption, and ensure ROI for complex implementation projects. The role requires strong executive communication and the ability to navigate large enterprise organizations.

Based on the U.S. East Coast, travel for on-site engagements may be required.

Qualifications

• 3+ years in B2B Customer Success, Account Management, or Project Management with Enterprise accounts in the U.S.

Responsibilities

• Maintain and develop long-term relationships with strategic customers in Corporate & Enterprise segment across North America.
• Act as trusted advisor to accounts and communicate with stakeholders at C-level.
• Audit delivery processes in implementation projects to prevent issues.
• Become a Creatio product expert and drive ROI, adoption, and value realization.
• Understand customers' priorities and identify opportunities for long-term success.
• Grow portfolio via retention, upsell, and cross-sell.
• Collaborate with Sales, Delivery, Support, Product, and Partners for a consistent experience.

Skills

Executive communication

Strategic account management

Relationship building

Cross-functional collaboration

Tools

CRM

BPM

Low-code/no-code

Job description

Creatio is seeking an Enterprise Customer Success Manager to serve strategic financial services clients across North America. You will act as a trusted advisor, drive product adoption, and ensure ROI for complex implementation projects. The role requires strong executive communication and the ability to navigate large enterprise organizations.

Based on the U.S. East Coast, travel for on-site engagements may be required.