Glia

Banking AI Advisor (Customer Success)

US-Remote

Sponsorship not specifiedDetected 39 days ago

CRMAccount ManagementRecruitingCustomer SuccessCommunicationPublic Speaking

About the role

We are seeking a high-impact, strategic individual to join us as a Banking AI Advisor (Customer Success).

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.
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.
You will help clients navigate the cultural shift of moving from traditional support models to an AI-first approach.
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.
Trusted by 700+ banks and credit unions for its ironclad security and reliability, Glia delivers the industry's first contractual no-hallucination guarantee.
Lead high-impact Executive Business Reviews (EBRs) with stakeholders at all seniority levels, moving beyond basic activity metrics to prove deep operational ROI.

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.
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.
Travel: Must be willing to travel 30% of the time.
Maintain deep proficiency in our platform to effectively translate technical AI capabilities into high-level business objectives.
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.
Bachelor's degree required.
Must be willing to travel 30% of the time.

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

Drive the long-term health, retention, and net revenue retention (NRR) of your book of business.

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.
Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs.
It's why Glia customers quickly and confidently put Banking AI to work with measurable results from day one.

This listing is sourced directly from Glia's careers page and normalized into a canonical job model.