Creatio

Solutions Consultant

Creatio  •  Remote  •  8 days ago
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Job Description

We are looking for a Senior Solutions Consultant to support the development of the North American region by providing technical expertise and experience to the team, customers, and partners.  As a Senior Solutions Consultant, you will actively drive and manage the technology evaluation stage of the sales process, working in conjunction with the sales team as the key technical adviser and product advocate. Using technical creativity and business acumen, you will illustrate the value that Creatio’s platform can provide. You must be able to engage and articulate product positioning to both business and technical users in competitive scenarios. You will also rapidly identify all technical issues of assigned accounts to assure complete customer satisfaction through all stages of the sales process.Desired Skills and ExperienceBachelor's degree in a related field.4-5 years of experience in solution consulting, presales, or technical sales within enterprise SaaS (CRM, BPM, or automation solutions preferred).Strong expertise in business process automation, CRM platforms, or customer experience solutions.Exceptional presentation skills, with the ability to tell compelling stories through customized demos.Ability to navigate complex sales cycles and influence senior decision-makers.In-depth knowledge of the North American market dynamics, including industry trends, and competitor landscape. Experience in financial services preferred.Storytelling mindset – ability to create engaging, value-driven narratives in demos.Curiosity & problem-solving – proactive approach to understanding customer needs.Collaboration & adaptability – ability to work cross-functionally in a fast-paced, global team.Willingness to travel as needed to meet with clients and attend industry events.Experience with no-code/low-code platforms, AI automation, or API integrations is a plus.Experience working with and designing database solutions is a plus. ResponsibilitiesCustomer-Oriented ResponsibilitiesLead discovery sessions with prospects to identify pain points, business goals, and key use cases.Align Creatio’s platform capabilities with prospect requirements, positioning no-code automation, AI-driven workflows, and CRM functionalities effectively.Develop value-driven demos, leveraging storytelling techniques to connect with different personas (C-suite, IT, end-users).Deliver engaging, industry-specific demos, adapting content for each audience and addressing technical objectionsDeliver product demos and technical briefs for key customer accountsAct as a trusted advisor, guiding customers on best practices for digital transformation with a low-code/no-code CRM.Partner Oriented ResponsibilitiesHelp partners define best approaches in sales strategies based on product specifics and capabilities.Company and Team-Oriented ResponsibilitiesWork closely with Account Executives to strategize on deal progression and competitive positioning.Contribute to internal knowledge bases, demo libraries, and best practices for presales teams.Stay updated on Creatio’s latest features, market trends, and competitor offerings.Technical SkillsStrong understanding of business processes and financial operations (e.g., loan originations).Solid technology background, particularly in:SaaS solutions and cloud infrastructure.Key cloud concepts and terminology.Ability to assess and evaluate technical requirements for enterprise solutions.Consultative & Analytical SkillsStrong questioning techniques for discovery meetings to uncover real customer needs.Active listening and solution-oriented thinking.Root cause analysis to identify core business challenges and propose effective solutions.Storytelling skills to present solutions in an engaging and concise manner.Sales & Customer EngagementExperience managing multiple opportunities simultaneously (5-10 demos per week).Ability to prioritize opportunities based on ARR and strategic impact.Support for sales reps in proposals, user guidance, and best practices.Close collaboration with partners who lack experience in Creatio, assisting them in customer presentations.Demo & DocumentationEnd-to-end involvement from discovery to deal closure, including demo preparation.Ability to craft demo strategy, use cases, configurations, and storytelling approaches.Strong documentation skills—creating demo documents within a 3-day SLA for the demo team (5-day SLA).Final technical check during evaluation phases to ensure solution alignment.Other Key SkillsWillingness and ability to travel within the North America region.Adaptability to handle last-minute demo requests.Strong multitasking and prioritization skills in a high-paced environment.
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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