
Account Executive, Credit Unions
Creatio
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob 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