# Banking AI Advisor (Customer Success)

**Company**: Glia
**Location**: US-Remote
**Work arrangement**: remote
**Experience**: senior
**Job type**: Full-time
**Category**: Customer Service
**Industry**: Finance

**Apply**: https://jobs.ashbyhq.com/glia/6473ed67-d668-43f4-84d9-884c3f452378?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_de92e27d-a6c

## Description

We are seeking a high-impact, strategic individual to join us as a Banking AI Advisor (Customer Success). In this role, you will lead the core customer success motion, acting as a trusted partner to guide our clients through the purposeful adoption and expansion of our AI-powered platform.

**Responsibilities**

- Strategic Motion: Provide strategic direction to clients on how to best drive value, optimize continuous adoption, and scale with our AI platform post-onboarding. You will act as an AI strategist, helping banks map out how digital assistants and automation can safely optimize their operations.

- Value Realization & ROI Reporting: Own the analytical narrative for your accounts. Create comprehensive reports and presentations showcasing KPI improvements (such as cost-to-serve, customer satisfaction, and revenue growth) and tangible business value realized by our customers.

- Retention & Growth Ownership: Drive the long-term health, retention, and net revenue retention (NRR) of your book of business. Lead high-impact Executive Business Reviews (EBRs) with stakeholders at all seniority levels, moving beyond basic activity metrics to prove deep operational ROI.

- Stakeholder Navigation & Change Management: Build deep, consultative relationships across complex client organizations. You will navigate cross-functional structures (including digital, IT, operations, and executive teams) to drive change management and seamless software adoption.

- Product Fluency & Internal Advocacy: Maintain deep proficiency in our platform to effectively translate technical AI capabilities into high-level business objectives. Champion the voice of the customer internally, providing structured product insights and strategic feedback to Product and Sales teams.

- Training & Enablement: Develop and execute comprehensive training initiatives to empower client frontline teams, ensuring they can seamlessly collaborate with an AI workforce as their platform footprint expands.

**Requirements**

- 4+ years of professional experience in Customer Success, Consulting, Account Management, or a similar strategic client-facing role.

- Proven SaaS Expertise: Demonstrated experience managing complex, high-touch clients and navigating multi-layered business platforms.

- Fintech Experience Preferred: Prior experience working within a Fintech SaaS environment is highly desirable.

- Financial Services Appetite: A strong interest, appetite, or curiosity for working with banks and credit unions to help them modernize their operations and customer experiences.

- Relationship Management Mastery: A track record of driving cross-functional software adoption and building deep alignment with executive stakeholders.

- Data-Driven Communication: Excellent ability to leverage performance data and analytics to build compelling value business cases for executive leadership.

- AI Literacy: High proficiency with modern AI tools (e.g., ChatGPT, Claude, or advanced CRM/sales intelligence tools) and a strong understanding of how AI applies to business workflows.

- Education: Bachelor’s degree required.

- Travel: Must be willing to travel 30% of the time.

## Skills

### Required
- Customer Success
- Consulting
- Account Management
- SaaS
- Fintech
- Financial Services
- Relationship Management
- Data-Driven Communication
- AI Literacy

### Nice to have
- Fintech Experience

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/glia/6473ed67-d668-43f4-84d9-884c3f452378?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)