Partner Account Manager (Financial Services) | Creatio Community Academy Marketplace Log in English English Español Português Français Deutsch Italiano Dutch Bahasa Indonesia Polski Việt Nam Türkçe Українська Центральная Азия Japanese --> Tiếng Việt No-Code Platform Studio No-code agentic platform delivering the fastest time-to-value and the highest ROI AI Creatio.ai What is AI-Native? AI Trust and Governance No-Code No-Code Playbook No-Code Toolkit Insights No-Code Events What is No-Code? Discover Why Creatio? Technologies Pricing Support Plans Marketplace Academy Build AI Agents and New Era Applications with Natural Language and Visual Designers AI-Native CRM CRM AI-Native CRM New era CRM to manage customer & operational workflows CRM Products Sales Double your sales team’s productivity with no extra headcount required Marketing Achieve twice the impact with the same marketing team and budget Service Resolve twice as many cases, twice as fast - with no extra staff AI Creatio.ai What is AI-Native? AI Trust and Governance Insights Events Discover Why Creatio? Technologies Pricing Support Plans Marketplace Academy Industries Banking Credit Unions Insurance Mortgage Manufacturing High Tech Transportation Business Services Retail CPG Pharma Telecom Public Sector Energy and Utilities Media and Advertising Read The Agentic Banking Blueprint: A Strategic Framework for Adopting Agents Customers Partners Partner-Driven Strategy Become a Partner Partner Catalog Success Portal Marketplace Partnership Featured Creatio Honored with 5-Star Rating in the 2025 CRN Partner Program Guide About About Creatio Recognition News Events Values Careers Contacts Featured The 2026 Enterprise Automation Trends: Where Creatio's 12 Insights Meet the Voice of Industry Innovators Send CV Log in English English Español Português Français Deutsch Italiano Dutch Bahasa Indonesia Polski Việt Nam Türkçe Українська Центральная Азия Japanese --> Tiếng Việt No-Code Platform Studio AI Creatio.ai What is AI-Native? AI Trust and Governance No-Code No-Code Playbook No-Code Toolkit Insights No-Code Events What is No-Code? Discover Why Creatio? Technologies Pricing Support Plans Marketplace Academy AI-Native CRM CRM AI-Native CRM CRM Products Sales Marketing Service AI Creatio.ai What is AI-Native? AI Trust and Governance Insights Events Discover Why Creatio? Technologies Pricing Support Plans Marketplace Academy Industries Banking Credit Unions Insurance Mortgage Manufacturing High Tech Transportation Business Services Retail CPG Pharma Telecom Public Sector Energy and Utilities Media and Advertising Customers Partners Partner-Driven Strategy Become a Partner Partner Catalog Success Portal Marketplace Partnership About About Creatio Recognition News Events Values Careers Contacts Community Academy Marketplace Send CV Partner Account Manager (Financial Services) UK 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 the highest ROI on the market. Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries. Genuine care for our clients and partners is at the heart of our DNA. We’re proud to be recognised 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, recognising our commitment to employee wellbeing and a strong workplace culture. Who We’re Looking For: We are seeking passionate, proactive, and results-driven Financial Services Partner Account Manager who will be responsible for the relationship management of Creatio’s Financial Services Partners in UK region (including GSIs) while ensuring a good pace of acquisition and overall partner’s health, retention, and growth.
The role will report to the VP of Channels (Europe).
The role is based in London, hybrid (3 days a week minimum at either Creatio office or Partners offices).
Responsibilities: Partnership Development: Building strong partner relationships, serving as a trusted advisor to facilitate the growth of the partnership with Corporate and Enterprise partners, and as an important point of contact for partners’ day-to-day needs. 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. Partner Sales: 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. Partner Acquisition: Deep search in social media and identify/contact potential Financial Services focussed 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. 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, recognising your contributions and commitment. The exact package may vary depending on your country of residence and employment type. Share your CV First Name* Last Name* Email* Phone Attach your CV* One file only. 128 MB limit. Allowed types: doc docx pdf. Link to LinkedIn Profile* By submitting this form, you confirm that you agree to the storing and processing of your personal data by Creatio as described in the Privacy Policy . Leave this field blank Our core values We wholeheartedly believe in our values. They guide each decision we make, serving as the path we follow to achieve our goals. One Team Regardless of our location, we always work as one towards the same goal. Genuine Care We genuinely care about our customers, partners and co-workers. This is a defining part of our DNA. Passion We find meaning and purpose in what we do. We don’t make excuses and never stop until it’s done. Strive for excellence We push ourselves to deliver according to the highest standards. Grow every day We work hard to become a better version of ourselves and embrace an everyday improvement approach. Don’t see anything that matches your criteria? Share your CV or LinkedIn here to be considered for future opportunities. Share your CV Learn more About Creatio Our values Insights US: +1 617 765 7997 UK: +44 20 3384 0040 AU: +61 2 6145 2888 [email protected] Products No-code Platform CRM Sales Marketing Service Pricing Marketplace Industries Banking Credit Unions Insurance Telecommunication Transportation Business Services Retail Other No-code No-Code Playbook No-code Playbook Courses Podcast and Videos Insights No-Code Events What is No-code? What is Low-code? Popular Links About Creatio Academy Community Contacts Glossary Recognition Partner-Driven Strategy What is CRM? © 2026 Creatio. All rights reserved. Free trial terms Privacy Policy GDPR Site Map English English Español Português Français Deutsch Italiano Dutch Bahasa Indonesia Polski Việt Nam Türkçe Українська Центральная Азия Japanese --> Tiếng Việt
Location
United Kingdom
No applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.