Partner Account Manager - Financial Services

1w1 week ago

Creatio

London, GB · Full-time · £70,000 – £95,000

About this role

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. We help organisations automate customer and operational workflows achieving the fastest time-to-value and highest ROI. Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries.

We seek a passionate, proactive, results-driven Financial Services Partner Account Manager responsible for relationship management of Creatio’s Financial Services Partners in UK region, including GSIs. The role ensures good pace of acquisition, partner health, retention, and growth, reporting to the VP of Channels (Europe). It is based in London, hybrid with 3 days a week minimum at Creatio office or partners' offices.

Focus on partnership development by building strong relationships, serving as trusted advisor, driving growth from existing partners, and discovering upsell opportunities. Manage renewals, perform quarterly business reviews onsite and remotely, and conduct regular check-in calls to maximise client satisfaction. Collaborate tightly with sales team on lead generation, qualification, sales strategy, and client meetings.

Expect growth and development with clear career paths, mentorship opportunities, and access to continuous learning. Genuine care for clients and partners is at the heart of our DNA. We’re proud to be recognised as a Leader and Strong Performer in Gartner and Forrester reports, and named to Inc.’s Best Workplaces list.

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 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 strong regional personal network
Understanding of CRM and BPM applications, and experience in executing business solutions
Proficient in Microsoft Office Suite, particularly in Excel & PowerPoint
Strong analytical and problem-solving skills
Exceptional organisational and communication skills — both verbal and written

Responsibilities

Build strong partner relationships and serve as trusted advisor to facilitate growth with Corporate and Enterprise partners
Drive growth from existing partners, discover upsell opportunities, and manage renewals of annual agreements
Perform quarterly business reviews both onsite and remotely
Conduct regularly scheduled partner check-in calls to maximise client satisfaction
Help partners grow their skills and experience working with Creatio technology
Grow pipeline and closed business alongside partners through lead generation and qualification
Deep search in social media to identify and contact potential Financial Services partners
Acquire new target Financial Services partners and supervise onboarding