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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Program and Portfolio Management, focusing on driving Customer Success through the Creatio platform. Proven ability to manage enterprise accounts, enhance product adoption, and achieve high ROI while collaborating with cross-functional teams.
Highest-signal resume keywords
Program ManagementCreatio Platform ExpertiseCustomer Success ManagementStakeholder ManagementB2B Account Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementProject ManagementSolution EstimationValue RealizationDelivery Standards Enforcement
Soft Skills
Client-Facing SkillsStructured ThinkingFlexibilityResult OrientationCommunication Skills
Tools & Technologies
Creatio PlatformLow-Code PlatformsReporting FrameworksDelivery Assurance Methodologies
Industry Keywords
B2BAccount GrowthCross-SellUpsellStakeholder Coordination
About the role
Key responsibilities & impact- Own an assigned portfolio of customers and oversee implementation projects and ongoing engagements
- Serve as a product knowledge carrier for the portfolio
- Advise customers and partners on solution approaches and platform capabilities
- Help customers achieve business outcomes through product adoption, value realization, and high ROI
- Monitor project progress, risks, and dependencies
- Enforce delivery standards, methodologies, and reporting frameworks
- Control and audit delivery processes and identify early red flags
- Conduct portfolio-level reviews for outcomes, quality, and go-live readiness
- Work with Delivery Assurance Architects to validate technical and functional solutions
- Identify portfolio risks and drive mitigation strategies
- Capture lessons learned and integrate them into the Center of Delivery Excellence framework
- Mentor team members and partners
- Identify opportunities supporting customer success and grow the portfolio through retention, cross-sell, and upsell
- Collaborate with Sales, Delivery, Support, Product, and Partner teams
- Act as key contact and trusted advisor for customer executives, including C-level stakeholders
- Provide portfolio-level visibility through governance meetings and reporting
Requirements
What you’ll need- Proven experience in program/portfolio management across multiple projects
- 3+ years in B2B Customer Success, Account Management, or Project Management with enterprise accounts
- Proven track record of driving adoption and value realization, and supporting retention and account growth (renewals, cross-sell, upsell)
- Deep Creatio platform expertise (functional and technical)
- Knowledge of competing low-code/no-code platforms
- Ability to conduct high-level solution estimations and guide teams in applying best practices
- Strong client-facing and stakeholder management skills, including communication at CxO level
- Ability to navigate complex customer organizations, coordinate multiple stakeholders, and drive issues to resolution
- Structured thinking, flexibility, and strong result orientation
- Fluent English (required); additional languages may be required based on geography
- Ability to travel for customer meetings and onsite engagements as needed
Benefits
Comp & perks- Clear career paths
- Mentorship opportunities
- Access to continuous learning
- Flexible work arrangements
- Initiatives supporting schedule management, productivity, and personal and professional wellbeing
- Recognition of achievements
- Competitive compensation and benefits supporting employees and their families
- Rewards package recognizing contributions and commitment