Partner Account Manager – Financial Services

🕒 May 5

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Creatio

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2014

🤝 B2B

☁️ SaaS

🤖 Artificial Intelligence

💰 Private Equity Round on 2024-06

B2B • SaaS • Artificial Intelligence

Creatio is an AI-native no-code platform designed to automate CRM and workflows. It allows users to design and evolve applications using visual no-code designers and natural language, making it accessible and user-friendly without requiring special technical skills. Creatio aims to elevate organizations by enhancing productivity and improving customer experience through its end-to-end solutions for marketing, sales, and customer service.

📋 Description

• Building strong partner relationships, serving as a trusted advisor to facilitate the growth of the partnership with Corporate and Enterprise partners. • 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 maximise client satisfaction. • Helping partners grow their skills and experience working with Creatio technology. • Growing pipeline and closed business alongside partners. • 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. • 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. • Interpersonal skills: Strong analytical and problem-solving skills. • Exceptional organisational and communication skills — both verbal and written. • Comfort working in a fast-paced, ever-changing environment. • Successful multi-tasker with the ability to act autonomously. • Ability to identify and focus on their highest-revenue potential partners. • Understand key industry trends and dynamics. • Able to build and maintain lasting relationships with partners. • Strategic thinking. • Self-motivated, with high energy and an engaging level of enthusiasm. • High level of integrity and work ethic. • Result-driven.

🏖️ Benefits

• 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, recognising your contributions and commitment. The exact package may vary depending on your country of residence and employment type.