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Creatio Jobs in Lexington, MA (NOW HIRING)

Our portfolio includes category-defining leaders such as Creatio (no-code workflow automation), Connatix (video monetization for publishers), Chewy (pet e-commerce), Assent (supply chain ...

Creatio is also a Volition portfolio company, so you'll have a unique, close relationship with the product and its team • Comfort working across productivity and collaboration ecosystems ...

Our portfolio includes category- defining leaders such as Creatio (no-code workflow automation), Connatix (video monetization for publishers), Chewy (pet e-commerce), Assent (supply chain ...

2027 Analyst

Boston, MA · On-site

$70 - $95/hr

Our portfolio includes category-defining leaders such as Creatio (no-code workflow automation), Connatix (video monetization for publishers), Chewy (pet e-commerce), Assent (supply chain ...

Creatio information

What is a Creatio?

Creatio professionals are experts who work with the Creatio platform, a low-code software solution for process automation and CRM (Customer Relationship Management). They may be developers, system administrators, business analysts, or consultants who implement, customize, and maintain Creatio solutions for organizations. Their responsibilities include configuring workflows, integrating systems, developing custom applications, and providing user support to help businesses streamline their operations and improve customer interactions.

What are the key skills and qualifications needed to thrive as a Creatio specialist?

To thrive as a Creatio Specialist, you need a solid understanding of CRM concepts, business process automation, and experience with the Creatio platform, often supported by relevant IT or business degrees. Familiarity with Creatio Studio, workflow configuration, integrations, and certifications such as Creatio Certified Professional are highly advantageous. Strong analytical thinking, problem-solving, and effective communication skills help translate business requirements into technical solutions. These competencies are critical for optimizing business processes and ensuring organizations fully leverage Creatio’s capabilities.

What are common challenges faced by Creatio platform developers, and how can they be addressed?

Creatio platform developers often encounter challenges such as customizing complex business processes, integrating with third-party systems, and adapting to frequent platform updates. To overcome these, staying current with Creatio's documentation and participating in the developer community can be very helpful. Collaborating closely with business analysts and end-users ensures customizations align with actual business needs, while leveraging Creatio’s low-code tools and best practices can streamline development and minimize errors.

What is the difference between Creatio vs Business Analyst?

AspectCreatioBusiness Analyst
Required credentialsCRM/CRM platform certifications, project management knowledgeBusiness analysis certifications (CBAP, CCBA), BA training
Work environmentSoftware implementation, CRM projects, client-facing rolesBusiness process analysis, requirements gathering, stakeholder communication
Employer and industry usageTech companies, CRM vendors, consulting firmsFinancial, healthcare, IT, and various industries
Common search and comparison intentUnderstanding CRM platform roles and skillsUnderstanding business process roles and skills

Creatio and Business Analyst roles often overlap in project environments involving CRM and process improvements. Creatio specialists focus on CRM platform implementation and customization, while Business Analysts analyze business needs and requirements. Both roles require strong communication skills and industry knowledge, but Creatio roles are more technical and platform-specific, whereas Business Analysts have a broader focus on business processes across industries.

What cities near Lexington, MA are hiring for Creatio jobs?

Cities near Lexington, MA with the most Creatio job openings:

Infographic showing various Creatio job openings in Lexington, MA as of June 2026, with employment types broken down into 88% Full Time, 6% Part Time, 3% Temporary, and 3% Contract. Highlights an 61% Physical, and 39% Remote job distribution.

Customer Success Executive (Financial Services) (Boston)

Creatio

Boston, MA • On-site

Full-time

Posted 9 days ago


Key responsibilities

  • Maintain and develop long-term relationships with strategic customers in the US Corporate & Enterprise segment.

  • Act as a trusted advisor to assigned accounts and communicate with clients at various levels, including C-level executives.

  • Control and audit delivery processes in implementation projects, identify early red flags to prevent issues.


Job description

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.

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.

Who We’re Looking For

We are looking for an Customer Success Executive with Financial Services experience,who will be working with the US Market.

Responsibilities
  • Maintain and develop long-term relationships with strategic customers of the Corporate & Enterprise segment across the US region.
  • Act as a trusted advisor of assigned accounts and communicate with them on different levels, including C-level executives.
  • Control and audit delivery processes in implementation projects for Corporate & Enterprise customers, identify early red flags to prevent delivery and launch-related issues.
  • Help customers achieve their desired outcomes, value realization, and high ROI.
  • Grow customers' portfolio through zero churn and active cross and upsells.
  • Maintain a higher than industry average NPS score.
Requirements
  • Minimum 5+ years of B2B account management or project management experience working with Enterprise accounts in the US (Financial Services, specifically Credit Unions or Banks, experience is required).
  • Experience working with CRM, BPM, LC/NC, AI solutions will be a preference.
  • English language skills and executive-level communication.
  • Desire to learn and adapt fast according to a changing market environment.
  • Customer-centric expert with a track record in delivering customer success.
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, recognizing your contributions and commitment. The exact package may vary depending on your country of residence and employment type.
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