Creatio

No-code AI CRM and workflow platform

Delivery Success Executive

Account ManagementConfirmed live in the last 24 hours

Full-timeRemote in USANo salary listed

About the Job

Requirements

Proven experience in program or portfolio management across multiple projects.
At least 3 years of experience in B2B Customer Success, Account Management, or Project Management with enterprise accounts.
A proven track record of driving adoption and value realization and supporting retention and account growth through renewals, cross-selling, and upselling.
Deep functional and technical expertise in the Creatio platform and knowledge of competing low-code/no-code platforms.
Ability to conduct high-level solution estimations and guide teams in applying best practices.
Strong client-facing and stakeholder management skills, including communication at CxO level.
Ability to navigate complex customer organizations, coordinate multiple stakeholders, and drive issues to resolution.
Fluent English is required.

Responsibilities

Serve as a product knowledge carrier for the assigned portfolio, demonstrating expert-level understanding of the Creatio platform and its ecosystem.
Proactively advise customers and partners on optimal solution approaches and platform capabilities.
Help customers achieve desired business outcomes through product adoption, value realization, and high return on investment.
Own an assigned portfolio of customers, overseeing implementation projects and ongoing engagements.
Monitor progress, risks, and dependencies across projects to ensure alignment with agreed standards and commitments.
Enforce delivery standards, methodologies, and reporting frameworks across the portfolio.
Control and audit delivery processes, identifying early red flags to prevent delivery and launch-related issues.
Conduct portfolio-level reviews to validate outcomes, quality, and readiness for go-live.
Work closely with Delivery Assurance Architects to validate technical and functional aspects of solutions.
Identify risks across the portfolio and drive mitigation strategies.
Capture lessons learned, integrate them into the Center of Delivery Excellence framework, and mentor team members and partners.
Develop a deep understanding of customers' business priorities and proactively identify opportunities to support their long-term success.
Grow the customer portfolio through retention, zero churn, and active cross-sell and upsell.
Collaborate with internal Sales, Delivery, Support, Product, and Partner teams to ensure a consistent customer experience.
Act as the key contact and trusted advisor for customer executives across the assigned portfolio, communicating with stakeholders at every level, including C-level.
Provide portfolio-level visibility and transparency through governance meetings and reporting.

Desired Qualifications

Experience taking part in commercial negotiations and renewal discussions.
Ability to travel for customer meetings and onsite engagements as needed.
Additional languages may be required based on geography.

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 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:

The Delivery Success Executive (DSE) owns an assigned portfolio of customers and is accountable for both successful delivery and long-term commercial growth. The role combines portfolio management and delivery governance with deep product expertise and a clear commercial mandate: retention and expansion. As trusted advisors, DSEs use expert-level knowledge of the Creatio platform to validate approaches, guide best practices, and ensure every solution is aligned with customer needs, and delivering measurable business value.

The role is based in USA, remote.

Responsibilities:

- Product Expertise: Serve as a product knowledge carrier for the assigned portfolio, demonstrating expert-level understanding of the Creatio platform and its ecosystem.

- Proactively advise customers and partners on optimal solution approaches and platform capabilities.

- Help customers achieve their desired business outcomes through strong product adoption, value realization, and high ROI.

- Portfolio & Project Management: Own an assigned portfolio of customers, overseeing their implementation projects and ongoing engagements.

- Monitor progress, risks, and dependencies across projects to ensure alignment with agreed standards and commitments.

- Delivery Governance & Assurance: Enforce delivery standards, methodologies, and reporting frameworks across the portfolio.

- Control and audit delivery processes, identifying early red flags to prevent delivery and launch-related issues.

- Conduct portfolio-level reviews to validate outcomes, quality, and readiness for go-live.

- Risk & Solution Oversight: Work closely with Delivery Assurance Architects to validate both technical and functional aspects of solutions.

- Identify risks across the portfolio and drive mitigation strategies.

- Knowledge & Best Practices: Capture lessons learned, integrate them into the Center of Delivery Excellence framework, and mentor team members and partners.

- Customer Success & Commercial Growth: 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.

- Customer & Partner Engagement: Act as the key contact and trusted advisor for customer executives across the assigned portfolio, communicating effectively with stakeholders at every level, including C-level.
- Provide portfolio-level visibility and transparency through governance meetings and reporting.

Requirements:

- Proven experience in program/portfolio management across multiple projects.

- 3+ years in B2B Customer Success, Account Management, or Project Management with enterprise accounts.

- Proven track record of driving adoption and value realization, and supporting retention and account growth (renewals, cross-sell, upsell).

- Deep Creatio platform expertise (functional and technical) and knowledge of competing low-code/no-code platforms.

- Ability to conduct high-level solution estimations and guide teams in applying best practices.

- Strong client-facing and stakeholder management skills, including communication at CxO level.

- Ability to navigate complex customer organizations, coordinate multiple stakeholders, and drive issues to resolution.

- Structured thinking, flexibility, and strong result orientation.

- Fluent English (required); additional languages may be required based on geography.

Nice to have: experience taking part in commercial negotiations and renewal discussions. Ability to travel for customer meetings and onsite engagements as needed.

What you should 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.

About the Company

Creatio

No-code AI CRM and workflow platform

Creatio provides an AI-native platform for automating CRM and business workflows using no-code tools. It lets organizations build and run customer-facing and internal processes by combining human-led work with AI agents that can carry out tasks from start to finish. The platform includes Creatio Business and AI Studio to build applications and manage AI agents, CRM apps for sales, marketing and customer service, and Bank.AI for banks and credit unions. It also offers ready-made workflows for more than 20 industries and a marketplace of add-ons and connectors. Creatio targets midsize and large organizations across banking, manufacturing, telecommunications and the public sector, selling the platform as a subscription largely through a global network of partners, with training and certification available through an online academy.

Company size: 1,001-5,000
Company stage: Late Stage VC
Total funding: $268M
Headquarters: Boston, MA
Founded: 2013

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