Strategic Enterprise CSM for Financial Services

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

Job summary

Creatio, an AI CRM and workflow platform, seeks an Enterprise Customer Success Manager to partner with strategic customers across North America. The role focuses on banks, credit unions, and financial services, with the candidate based on the U.S. East Coast.

You will nurture relationships, guide implementations, ensure ROI, and drive retention with a high NPS, while collaborating with cross-functional teams to expand the customer footprint.

Qualifications

• 3+ years in B2B enterprise accounts management.
• Proven track record of driving customer success.
• Strong executive-level communication.
• Experience with CRM/BPM solutions preferred.

Responsibilities

• Maintain and develop long-term relationships with strategic customers.
• Act as trusted advisor to executives.
• Audit and guide delivery in implementation projects.
• Help customers realize value and ROI.
• Grow portfolio through cross- and up-sales.
• Maintain above-average NPS.

Skills

B2B account mgmt

Executive communication

Customer relationship

CRM experience

Tools

CRM platforms

BPM software

Job description

Creatio, an AI CRM and workflow platform, seeks an Enterprise Customer Success Manager to partner with strategic customers across North America. The role focuses on banks, credit unions, and financial services, with the candidate based on the U.S. East Coast.

You will nurture relationships, guide implementations, ensure ROI, and drive retention with a high NPS, while collaborating with cross-functional teams to expand the customer footprint.