Creatio · 1 week ago
Account Executive - Credit Unions
United States
Full-time
Remote
Senior Level
5+ years expCreatio is a global vendor of an AI-native platform to automate workflows and CRM. The role of Account Executive – Credit Unions involves scaling the number of Credit Unions using the Creatio CRM platform, managing sales processes, and establishing relationships with key decision-makers.
Agentic AIArtificial Intelligence (AI)Business Process Automation (BPA)Cloud ComputingCloud Data ServicesFinanceIndustrial AutomationMarketing AutomationSales AutomationSoftware
Responsibilities
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
Qualification
Required
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
Preferred
Experience selling CRM/BPM software business applications is strongly preferred
Company
Creatio
Agentic CRM & Workflow Platform with No-Code and AI at Its Core
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$268MKey Investors
Sapphire VenturesVolition Capital
2024-06-26Private Equity· $200M
2021-02-22Series Unknown· $68M
2020-03-22Series Unknown
Leadership Team
Katherine Kostereva
Chief Executive Officer
Andy Zambito
Global Chief Sales Officer
Recent News
2025-11-19
Company data provided by crunchbase