Creatio

Account Executive, Credit Unions

Creatio

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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