Enterprise Customer Success Manager
About the job
- Minimum 3+ years of B2B Customer Success, Account Management, or Project Management experience working with Enterprise accounts in the United States.
- Experience working with banks and/or credit unions and a good understanding of their business models, key processes, and customer or member needs.
- A 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.
- A strong customer-centric mindset with a track record of delivering customer success.
- The ability to navigate complex customer organizations, coordinate multiple stakeholders, and drive issues toward resolution.
- The ability to learn and adapt quickly in a fast-changing market and technology environment.
- The ability to travel for customer meetings and onsite engagements as needed.
- 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 desired business outcomes, value realization, strong product adoption, and high return on investment.
- 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.
- Experience working with customer relationship management, business process management, or low-code/no-code solutions.
- Experience overseeing complex technology implementation projects and proactively identifying customer or delivery risks.
About the company
Creatio provides a no-code platform for automating business workflows and managing customer relationships in enterprise settings. Users configure and deploy applications with a composable architecture and use Creatio Copilot, an AI-assisted workspace, to develop apps without writing code. Its edge comes from a modular, composable platform combined with an integrated AI development environment and extensive education and community resources. The goal is to help organizations automate processes and manage customer data at scale without requiring programming expertise.
Company Size
1,001-5,000
Company Stage
Late Stage VC
Total Funding
$268M
Headquarters
Boston, Massachusetts
Founded
2013
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Simplify's Take
What believers are saying
- Creatio said quarterly bookings hit 255% of prior-year levels in August 2026.
- The September 2026 $300 million Bank.AI investment funds product, enablement, and partners.
- Munich opened in August 2026, and Innowise partnered on September 4, 2026.
What critics are saying
- Bank.AI concentrates growth in financial services, tying execution to bank procurement cycles.
- Salesforce, Microsoft, ServiceNow, and Pega attack the same CRM and automation budgets.
- No public profitability, layoffs, or litigation disclosures keep investor risk opaque into 2027.
What makes Creatio unique
- Creatio’s 2026 Gartner Visionary status validates its no-code, AI-native CRM positioning.
- The platform unifies CRM, workflows, and AI agents without user or workflow limits.
- Bank.AI and industry-specific banking agents deepen vertical specialization against horizontal suites.
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Benefits
Health Insurance
Flexible Work Hours
Hybrid Work Options
Remote Work Options
Paid Sick Leave
Growth & Insights and Company News
6 month growth
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↑ 0%2 year growth
↑ 0%Creatio commits $300M to scale Bank.AI through 2028. Creatio's $300M investment in Bank.AI could accelerate AI integration in banking, reshaping industry workflows and enhancing operational efficiency. Unfortunately, this resource does not provide the full text of the news :(
Creatio invests $300 Million in its Bank.AI platform to drive AI Adoption in financial services. BOSTON, MA, UNITED STATES, September 22, 2026 / EINPresswire.com / - Creatio, an AI CRM and workflow platform where people and AI agents work together, today announced a $300 million investment from 2026 through 2028 in Creatio Bank.AI, its market-leading offering for banks and financial institutions. The investment comes as financial institutions rapidly accelerate their adoption of AI, and demand for Creatio's platform continues to grow - Creatio's financial services vertical grew 48% YoY. The $300 million commitment will build on this momentum, accelerating product AI innovation while expanding the enablement and deployment capabilities, and partner ecosystem needed to drive AI adoption at scale across financial institutions. With deep experience in financial services, Creatio has built long-standing relationships with leading organizations including Nasdaq, First National Bank of Pennsylvania, Metro Bank, MetLife, CEC Bank, OTP Bank, National Bank of Panama, ESL Credit Union, and many others. "The next generation of banking will be built around people and AI agents working together across customer and operational workflows," said Katherine Kostereva, CEO of Creatio. "Our $300 million investment in Creatio Bank.AI will accelerate this transition, giving financial institutions the technology, industry expertise, and partner ecosystem to adopt AI faster and at enterprise scale." $300 Million Investment to Accelerate Innovation and Adoption Between now and 2028, Creatio will significantly increase investment across the following strategic areas: 1. Product and AI innovation Creatio will further accelerate the development of its Creatio Bank.AI platform, combining the market-leading AI platform, best-in-class AI CRM, and pre-built banking agents. The platform powers three core banking domains: Growth, Service, and Operations. Growth agents accelerate customer acquisition, onboarding, and share-of-wallet expansion. Service agents elevate customer experience with faster, more personalized resolution. Operations agents streamline compliance, regulatory reporting, and mid- and back-office work. Creatio will continue to advance its already superior AI Studio, enhancing no-code designers for both personal and enterprise AI agents, centralized AI governance, integrations, AI modality management, security, and enterprise-grade observability. 2. AI adoption and enablement Creatio is reinforcing its investment in AI adoption and enablement for customers and partners. The focus is on equipping the banking community with the knowledge, frameworks, and hands-on guidance to adopt AI at scale. The investment expands AI activation programs for customers and partners: dedicated training programs, AI accelerator workshops, and industry-specific guidance. Creatio is also strengthening its global channel delivery capabilities, arming implementation partners with the expertise to help financial institutions deploy high-value AI use cases. Removing the Limits to AI Adoption in Banking The investment builds on Creatio's Unlimited Enterprise vision, enabling people and AI agents to work together on a single platform without traditional constraints around users, agents, workflows, applications, or scale. As part of this broader commitment to the banking community, Creatio recently launched the Bank.AI hub, a dedicated destination for financial services executives to navigate the AI era. On September 24, Creatio will also host "Bank.AI: Practical AI Use Cases for Banking" digital event, and on October 27, the Bank.AI Summit in Chicago, bringing together industry leaders to share best practices for AI adoption and transformation. About Creatio 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. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Creatio announces Unlimited Florida 2027, its flagship event on AI and agentic automation. Registration is now open for the June 10-12 gathering in Orlando, bringing together 1,000+ leaders from 30+ countries BOSTON, MA, UNITED STATES, September 15, 2026 / EINPresswire.com / - Creatio, an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale - today announced Creatio Unlimited Florida 2027, the company's in-person flagship event, taking place June 10-12, 2027, at The Ritz-Carlton Orlando, Grande Lakes. Creatio Unlimited Florida will bring leaders together to explore how AI agents can change the way their organizations work - and what it takes to make that happen. Creatio will show how companies are turning AI strategy into execution, with people and agents working together to transform customer-facing operations, accelerate growth, and keep business moving around the clock. Attendees will learn from real implementations and gain hands-on experience to bring those possibilities into their own organizations. With participants expected from 30+ countries and 100+ sessions across dedicated tracks, Creatio Unlimited Florida will offer opportunities to: - Turn AI strategy into execution by learning how organizations are applying agentic AI to customer operations. - Explore practical AI use cases through real implementations and live demonstrations that attendees can apply within their own organizations. - Build AI skills that matter through hands-on experience creating and modifying AI agents using Creatio's no-code, AI-native platform. - Connect with industry leaders to exchange ideas with executives, innovators, and technology experts. Building on Creatio's Unlimited Enterprise vision, the event will also explore how organizations can scale with unlimited users, AI agents, workflows, applications, custom objects, and API calls. The Creatio Annual Conference will run June 10-11, featuring keynotes, workshops, and networking. Creatio Partner Day follows on June 12, with exclusive partner sessions and strategic planning workshops. Last year's flagship gathering in Orlando drew hundreds of leaders to explore the global adoption of AI across industries. The 2027 edition builds on that momentum with expanded thought leadership, expanded enterprise and industry learning tracks, and enhanced opportunities for collaboration in a luxury setting. About Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. US National Times 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 its clients and partners is at the heart of its DNA. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. US National Times do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Creatio partners with Innowise to expand ai-native CRM and workflow automation. September 4, 2026 Creatio has partnered with global IT consulting and software development company Innowise to help organizations deploy AI-powered CRM and workflow automation across customer-facing and operational processes. The partnership combines Creatio's AI-native CRM and no-code workflow platform with Innowise's software engineering and consulting capabilities across AI, cloud computing, data, cybersecurity and enterprise modernization. As a Creatio partner, Innowise will support customers implementing the platform across sales, marketing, customer service and core business operations. The companies will focus on helping organizations consolidate fragmented technology environments, automate processes and integrate AI into existing workflows. "This partnership strengthens our ability to help organizations automate key processes, improve operational efficiency, and drive business growth," said Dmitry Nazaverich, chief technology officer at Innowise. The agreement expands Creatio's global partner ecosystem as the company increases its focus on AI agents and no-code technology for enterprise workflow automation. "Innowise combines deep engineering expertise with a strong understanding of how technology can solve complex business challenges," said Alex Donchuk, senior vice president of global channels at Creatio. "Together, we will help more organizations move beyond fragmented legacy technologies and embrace AI-native CRM and workflow automation." Founded in 2007, Innowise provides software development and IT consulting services spanning AI and machine learning, cloud, data analytics, cybersecurity, DevOps and enterprise automation. Boston-based Creatio provides an AI CRM and workflow automation platform for midsize and large organizations. The company serves thousands of customers in more than 100 countries through its global operations and partner network.
Creatio showcases AI CRM and enterprise automation at LEAP 2026. September 4, 2026 Creatio showcased its AI-powered CRM, agentic automation and industry-specific technology at LEAP 2026, held Aug. 31 through Sept. 3 in Riyadh, Saudi Arabia. The four-day technology conference brought together more than 1,800 technology brands and 1,000 speakers, providing Creatio with a platform to demonstrate how AI agents can be integrated into customer and operational workflows. Creatio focused its programming around three areas: AI CRM, enterprise AI strategy and Creatio Bank.AI. Live sessions and demonstrations addressed applications of AI across sales, marketing and customer service, as well as the deployment and governance of AI agents across broader business processes. For financial institutions, the company's Bank.AI demonstrations explored the use of AI agents in workflows including customer onboarding, revenue generation and banking operations. The event also supported Creatio's expansion efforts in the Middle East, where the company is building its regional partner network as businesses and financial institutions increase investment in AI and workflow automation. "LEAP 2026 is bringing together organizations that are ready to move from talking about AI to putting it to work at scale," said Andy Zambito, chief sales officer at Creatio. "What we are seeing in Riyadh is a clear appetite for bringing AI agents directly into the workflows where work happens - across CRM, enterprise operations, and industry-specific processes." Boston-based Creatio provides an AI CRM and workflow automation platform for midsize and large organizations. The company serves customers in more than 100 countries through its global operations and partner network.