At a Glance
- Tasks: Manage relationships with financial services partners and drive growth through strategic collaboration.
- Company: Join a leading global CRM vendor known for innovation and employee wellbeing.
- Benefits: Enjoy flexible work arrangements, competitive pay, and continuous learning opportunities.
- Other info: Be part of a culture that celebrates achievements and embraces new ideas.
- Why this job: Make a real impact in a dynamic environment while building valuable partnerships.
- Qualifications: 1-2 years in partner account management and strong interpersonal skills required.
The predicted salary is between 50000 - 65000 £ per year.
UKCreatio 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 the 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.
- 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 focused 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.
- 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.
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.
UK Financial Services Partner Growth Manager (Hybrid) employer: Creatio
At UKCreatio, we pride ourselves on being an exceptional employer, offering a vibrant work culture that prioritises employee wellbeing and professional growth. Our hybrid work model in London allows for flexibility while fostering collaboration, and our commitment to innovation ensures that you will be part of a forward-thinking team that values your contributions and ideas. With clear career paths and a supportive environment, you'll have the opportunity to thrive both personally and professionally as you help shape the future of financial services partnerships.
StudySmarter Expert Advice🤫
We think this is how you could land UK Financial Services Partner Growth Manager (Hybrid)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential partners on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Be proactive in your follow-ups. After meeting someone or having a chat, drop them a message to keep the conversation going. This shows you’re genuinely interested and helps you stay top of mind when opportunities arise.
✨Tip Number 3
Showcase your expertise! Share insights and valuable content related to CRM and workflow automation on your social media. This not only positions you as a thought leader but also attracts potential partners who are looking for someone knowledgeable in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace UK Financial Services Partner Growth Manager (Hybrid)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of Financial Services Partner Growth Manager. Highlight your partner account management experience and any relevant achievements in the financial services sector.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about this role and how your background makes you a great fit. Be sure to mention your understanding of CRM and BPM applications, as well as your strategic thinking abilities.
Showcase Your Interpersonal Skills:Since building strong relationships is key in this role, make sure to highlight your interpersonal skills in both your CV and cover letter. Share examples of how you've successfully managed partner relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of being noticed. It’s the quickest way for us to receive your application and get you into our system!
How to prepare for a job interview at Creatio
✨Know Your Partners
Before the interview, dive deep into understanding Creatio's Financial Services partners. Familiarise yourself with their needs and how Creatio's solutions can help them grow. This will show your proactive approach and genuine care for partner relationships.
✨Showcase Your Sales Savvy
Prepare to discuss your past experiences in partner account management, especially within financial services. Highlight specific examples where you drove growth or managed renewals successfully. This will demonstrate your results-driven mindset and ability to achieve quotas.
✨Be Ready for Strategic Discussions
Expect questions around sales strategy and how you would approach partner acquisition. Think about how you can leverage social media for identifying potential partners and be ready to share your ideas on building strong relationships with them.
✨Demonstrate Your Interpersonal Skills
Since this role requires excellent communication and relationship-building skills, practice articulating your thoughts clearly. Be prepared to discuss how you've maintained lasting relationships in previous roles, as this will resonate well with the company's values of genuine care and teamwork.