Account Executive, Credit Unions

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September 3

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Creatio

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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.

501 - 1000 employees

Founded 2014

🤝 B2B

☁️ SaaS

🤖 Artificial Intelligence

💰 Private Equity Round on 2024-06

📋 Description

• Creatio is a global vendor of an AI-native platform to automate workflows and CRM with no-code and a maximum degree of freedom. • 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. • For the role of Account Executive – Credit Unions, we are seeking an experienced field sales professional to help us scale the number of Credit Unions who use the Creatio CRM platform. • Candidates must have experience building and developing a territory to high performance within an innovative SaaS technology provider. • Successful candidates will help to build a business portfolio within the top target vertical enterprises in their territory. • Successful candidates will need to drive their own activity and build a funnel while being supported by the broader Creatio organization. • Deliver against revenue targets and all key performance metrics • Generate new business opportunities on an assigned territory, manage pipeline, opportunities, forecasting, and other items related to a normal outside sales function • Manage the end-to-end sales process and resource to create and execute winning solution sales strategies • Establish relationships with VP/C-level buyers (Business and IT) in a defined set of named accounts (~$500M in revenue) • Develop and orchestrate sales presentations and product demonstrations • Focus on new logo acquisition and manage relationships with the existing accounts to identify opportunities for cross and up-sales • Ability to work with all customer functions including executive-level personnel, various customer stakeholders, architecture, operations, design, vendor management, innovation, sourcing, and customer procurement

🎯 Requirements

• Minimum 5+ years of experience working within complex enterprise SaaS platform sales into Credit Unions in North America • Proven track record of meeting quarterly and annual targets • Deep understanding of executive-level Enterprise and/or Global Account sales and methodologies • Ability to own and manage the entire sales lifecycle from demand generation to close • Superb written and verbal communications and organizational skills • 4-year degree required, with technical curiosity and desire to learn • Experience selling CRM/BPM software business applications is strongly preferred

🏖️ Benefits

• A leading company in a fast-growing environment • Powerful, mature, and award-winning product (a Leader in Gartner Quadrants) • Focus on making our clients successful • Growing partnership network of leading global system integrators • Culture of genuine care, ownership, dedication and high standards • A steady stream of inbound leads (though we expect your team to generate own leads as well) • Collaborative international environment where everybody is happy to help