Customer Success Executive, Financial Services

Creatio is hiring a Customer Success Executive to support strategic enterprise customers across North America, with an emphasis on banks, credit unions, and other financial services organizations. The role focuses on customer relationships, implementation oversight, product adoption and value realization, retention, and account growth.

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
• 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
• Experience working with CRM, BPM, or low-code/no-code solutions
• Experience overseeing complex technology implementation projects and proactively identifying customer or delivery risks