Taking applicationsChat / Email·Posted 8d ago

Banking AI Advisor (Customer Success)

GliaVerified company

US-Remote

Pay

Not listed

Job type

Full-time · Remote

Hours

Flexible

Location

US-Remote

Open to people in the United States

EnglishMid level

About the role

Glia is hiring a Banking AI Advisor (Customer Success) to act as a strategic partner for banks and credit unions, driving adoption and expansion of its AI platform. The role is US-remote, full-time, and requires 4+ years of customer success or consulting experience plus willingness to travel 30% of the time.

What you'll do

  • Provide strategic direction to clients on AI platform adoption and scaling
  • Create reports and presentations showing KPI improvements and business value
  • Own retention, growth, and net revenue retention of accounts
  • Lead Executive Business Reviews with senior stakeholders
  • Navigate complex client organizations and drive change management
  • Translate technical AI capabilities into business objectives
  • Champion customer feedback to Product and Sales teams
  • Develop and run training initiatives for client frontline teams

What you'll need

  • 4+ years in Customer Success, Consulting, Account Management, or similar
  • Proven SaaS experience with complex, high-touch clients
  • Fintech SaaS experience preferred
  • Interest in working with banks and credit unions
  • Track record of driving cross-functional software adoption
  • Strong data and analytics communication skills
  • Proficiency with modern AI tools (e.g. ChatGPT, Claude)
  • Bachelor's degree required

Skills

Customer success managementSaaS client managementExecutive business reviews (EBRs)ROI and value reportingStakeholder and change managementAI literacyClient training and enablementFintech SaaS knowledge

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Applications close on 18 November.