Creatio Implementation Consultant; Banking & Financial Services) Remote Eastern Europe), UK business

Remote (Central & Eastern Europe), UK business hours Full-time (employee or contractor) Senior

Take banks, lenders and insurers who have bought Creatio licences and turn that into a live platform their teams actually use. You will scope the work, build the solution yourself and see it through to go-live and adoption.

Kelpa scopes and delivers CRM and workflow automation implementations for businesses that have bought the platform and need it working. Our focus is banking and financial services. We’re a small, senior team working directly with banks, lenders and insurers across the UK and Europe, from first workshop through to go-live and beyond. Working hours are UK business hours (UTC+0/+1), with some flexibility.

You’ll take clients who have bought Creatio licences and turn that into a live platform their teams actually use. You’ll scope the work, build the solution yourself and see it through to go-live and adoption.

This is a hands‑on role. You’ll run the workshops, configure the platform, set up the integrations and work directly with the client from start to finish. Most of our clients are banks and financial services firms, so you’ll often be working on lending, onboarding, servicing and complaints processes, connected to core banking and other back‑office systems.

• Run discovery workshops to understand the client’s processes, pain points and goals.
• Scope engagements, estimate effort and help write statements of work.
• Design and configure solutions in Creatio: data model, business processes, page layouts, access rights and dashboards.
• Build integrations with core banking, lending, KYC/AML and other back‑office systems using REST/OData APIs.
• Plan and run data migration, from mapping and cleansing through to loading.
• Make sure solutions meet the security, audit and data-protection standards expected by regulated clients.
• Act as the main point of contact for client stakeholders, up to senior level.
• Manage scope, change requests and timelines on your projects.
• Run UAT, go-live and hypercare, then hand over with clear documentation and user training.
• Spot opportunities for further phases and help clients get more from the platform.

• Fluent professional English, written and spoken. You’ll be running workshops and presenting to UK clients directly.
• 4+ years hands‑on experience implementing enterprise CRM, BPM or low‑code platforms (e.g. Creatio, Salesforce, Microsoft Dynamics, Pega, Appian, Out Systems).
• A track record of taking implementations from discovery to go‑live.
• Strong configuration skills, plus an understanding of data models and access rights.
• Experience with API integrations and data migration.
• Confidence working directly with senior client stakeholders.
• Able to work UK business hours.

• CRM implementation experience in banking, lending, insurance or wealth management.
• Integration experience with core banking or lending platforms (e.g. Temenos, Thought Machine, Mambu, Finastra, nCino, Oracle FLEXCUBE).
• An understanding of financial services processes such as customer onboarding, KYC/AML, loan origination, servicing and complaints handling.
• Awareness of the regulatory environment for UK and EU financial services (e.g. FCA Consumer Duty, GDPR, DORA) and what it means for audit trails, access control and data handling.
• Hands-on Creatio (or bpm’online / Terrasoft) experience, or Creatio certification (Developer, Business Analyst).
• Experience at a Creatio partner or on the Creatio delivery side.
• Experience migrating clients from Salesforce or Dynamics.

No Creatio or banking experience? Still apply. If you’ve implemented a comparable platform hands‑on, we’ll get you up to speed on the rest.