Role description
Delivery Success Executive
CreatioCreatio 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.