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Enterprise Customer Success Manager

Role overview

Qualifications

  • Minimum 3+ years of B2B Customer Success, Account Management, or Project Management experience
  • Experience working with banks and/or credit unions
  • Strong executive-level communication skills
  • Experience with CRM, BPM, or low-code/no-code solutions preferred

Responsibilities

  • Maintain and develop long-term relationships with strategic customers
  • Act as a trusted advisor to assigned accounts and communicate effectively with stakeholders
  • Control and audit delivery processes in implementation projects
  • Develop a deep understanding of customers' business priorities

Key facts

Hard skills

Other skills

  • Relationship Building
  • Communication
  • Adaptability

About the company

Creatio logo

Creatio

No-Code / Low-Code Platforms

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. We help our customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Our customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Our platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. We believe in genuine care. We build sincere relationships with our clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. We have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Our culture is about genuine care for our clients and partners, passion, going the extra mile and staying positive.

Company details

IndustryNo-Code / Low-Code Platforms
Company size501 - 1000

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Job description

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. With a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.We’re proud to be recognized by top industry analysts as a Leader and Strong Performer in multiple Gartner and Forrester reports.  In 2025, Creatio was named to Inc.’s Best Workplaces list, recognizing our commitment to employee wellbeing and a strong workplace culture.Who we're looking for:We are looking for an Enterprise Customer Success Manager who will be working with strategic customers across the North American market. The candidate should be based on the U.S. East Coast, with candidates in the Central Time Zone potentially considered. This role will focus on strategic customers with a strong emphasis on banks, credit unions, and other financial services organizations.Key Responsibilities:Maintain and develop long-term relationships with strategic customers in the Corporate & Enterprise segment across North America.Act as a trusted advisor to assigned accounts and communicate effectively with stakeholders at different levels, including C-level executives.Control and audit delivery processes in implementation projects for Corporate & Enterprise customers, identifying early red flags to prevent delivery and launch-related issues.Become a Creatio product expert and help customers achieve their desired business outcomes, value realization, strong product adoption, and high ROI.Develop a deep understanding of customers' business priorities and proactively identify opportunities to support their long-term success.Grow the customer portfolio through strong retention, zero churn, and active cross-sell and upsell.Collaborate closely with internal Sales, Delivery, Support, Product, and Partner teams to ensure a consistent customer experience.Requirements:Minimum 3+ years of B2B Customer Success, Account Management, or Project Management experience working with Enterprise accounts in the U.S.Experience working with banks and/or credit unions and a good understanding of their business models, key processes, and customer/member needs.Proven track record of building strong customer relationships, driving adoption and value realization, and supporting retention and account growth.Strong executive-level communication skills and experience engaging with senior and C-level stakeholders.Experience working with CRM, BPM, or low-code/no-code solutions is preferred.Experience overseeing complex technology implementation projects and proactively identifying customer or delivery risks is a plus.Strong customer-centric mindset with a track record of delivering customer success.Ability to navigate complex customer organizations, coordinate multiple stakeholders, and drive issues toward resolution.Desire to learn and adapt quickly in a fast-changing market and technology environment.Ability to travel for customer meetings and onsite engagements as needed.What to expect from us:Growth & Development: Clear career paths, mentorship opportunities, and access to continuous learning to help you reach your full potential.Flexibility & Well-Being: We provide flexible work arrangements and initiatives that empower you to manage your schedule effectively, stay productive, and thrive both personally and professionally.Recognition & Impact: A culture that celebrates achievements, values your ideas, and empowers you to make real contributions from day one.Innovative Culture: Be part of a company that embraces new ideas, modern technologies, and bold thinking to stay ahead of the curve.Benefits & Rewards Package: We provide competitive compensation and benefits designed to support you and your family. Our rewards approach goes beyond salary, recognizing your contributions and commitment. The exact package may vary depending on your country of residence and employment type.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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