Tech Stack
Job Description, Responsibilities & Requirements
About the Position
Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. We help organizations automate customer and operational workflows achieving the fastest time-to-value and the highest ROI on the market. Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries. 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.
We are seeking passionate, proactive, and results-driven Financial Services Partner Account Manager who will be responsible for the relationship management of Creatio’s Financial Services Partners in the UK region (including GSIs) while ensuring a good pace of acquisition and overall partner’s health, retention, and growth.
The role will report to the VP of Channels (Europe).
The role is based in London, hybrid (3 days a week minimum at either Creatio office or Partners offices).
Responsibilities
Partnership Development
- Building strong partner relationships, serving as a trusted advisor to facilitate the growth of the partnership with Corporate and Enterprise partners, and as an important point of contact for partners’ day-to-day needs.
- Using strategic thinking and relationship management to drive growth from existing partners and discover upsell opportunities.
- Managing renewals of annual agreements.
- Performing quarterly business reviews both onsite and remotely.
- Delivering satisfied partner relationships that result in references, case studies, and renewals.
- Conducting regularly scheduled partner check-in calls to determine how to maximize client satisfaction.
- Helping partners grow their skills and experience working with Creatio technology.
- Growing pipeline and closed business alongside partners.
Partner Sales
- Lead generation process.
- Lead the qualification process with the partner.
- Sales strategy discussion.
- Meeting confirmation and participation with a client.
- Tight collaboration with the sales team for the fastest progress.
Partner Acquisition
- Deep search in social media and identify/contact potential Financial Services focused partners for new business opportunities.
- Acquire new target Financial Services partners and supervise the onboarding provision.
Requirements
- 1-2 years of partner account management experience within financial services and GSI environment.
- Minimum 5+ years of experience in a software/SaaS business-to-business environment with a proven track record of consistent quota over-achievement.
- Experience in managing medium to large partners.
- Excellent interpersonal skills and ability to build strong relationships with partners and a strong regional personal network.
- Driven, highly motivated, and passionate about sales.
- Professional sales training would be an advantage but not essential.
- Understanding of CRM and BPM applications, and experience in executing business solutions.
- Proficient in Microsoft Office Suite, particularly in Excel & PowerPoint.
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.
Our core values
We wholeheartedly believe in our values.
They guide each decision we make, serving as the path we follow to achieve our goals.
One Team
Regardless of our location, we always work as one towards the same goal.
Genuine Care
We genuinely care about our customers, partners, and co-workers. This is a defining part of our DNA.
Passion
We find meaning and purpose in what we do. We don’t make excuses and never stop until it’s done.
Strive for excellence
We push ourselves to deliver according to the highest standards.
Grow every day
We work hard to become a better version of ourselves and embrace an everyday improvement approach.
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