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. Headquartered in Boston, MA, with a general 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 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.

Requirements

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

📌 Customer Success Manager (Ciudad de México)
🏢 Creatio
📍 Ciudad de México