Creatio

Customer Success Manager, Enterprise (Financial Services)

Creatio  •  Mexico City, MX (Remote)  •  1 month ago
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Job Description

We are looking for an Enterprise Customer Success Manager with Financial Services experience, who will be working with the US 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. Desired Skills & Experience 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 The award-winning product (a Leader in Gartner Quadrants) to be proud of.A remote-first hybrid model: while giving plenty of space for concentration and personal working habits, we encourage regular meetings in one of our five hubs worldwide.Culture of genuine care, ownership, dedication, and high standards (learn more here).A vibrant corporate life: enjoy the opportunity to explore your teammates' cultures in online and offline events, participate in sports competitions, enjoy art master classes, and create your new favourite memories at our parties.Caring for your health: Creatio offers several options for medical insurance together with our medical partner.Creatio offers all team members competitive pay.Paid leave options for life-qualifying events, sicknesses, etc.Nice and modern hub in the Boston city center to get acquainted with colleagues or to gain some quiet space for concentration.
Creatio

About Creatio

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries. Genuine care for our clients and partners is at the heart of our DNA.

Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in Gartner and Forrester reports and earned outstanding peer-to-peer reviews.

Our customers enjoy the freedom to own their automation. Business users without technical skills can build and deploy applications and AI agents with natural language and visual no-code designers. Creatio’s no-code approach delivers unprecedented time-to-value even for highly complex workflows. Creatio delivers the fastest time-to-value, reduced TCO, and immediate business impact through its agentic no-code platform, combining best-in-class CRM applications with ready-to-use AI agents. 

Genuine care is at the heart of our culture. We build lasting, sincere relationships with clients and partners through warm, transparent communication and an ongoing focus on delivering value and strong business outcomes.

Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries. It has long-lasting relationships with thousands of customers, including Colgate-Palmolive, City of Boston, Purple Bricks, BNP Paribas Group, Howdens, as well as over 500 partners worldwide.

Industry
IT & Software
Company Size
1,001-5,000 employees
Headquarters
Boston, Massachusetts
Year Founded
2014
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