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Creatio logo

Customer Success Manager (Financial Services)

Creatio
Posted Jun 8, 2026, 8:04 PM UTC
🇲🇽Mexico🏢Hybrid📁Customer Support
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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.

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