Banking AI Advisor (Customer Success)

The role

You will lead the core customer success motion by acting as a strategic partner to guide clients through the adoption and expansion of the AI-powered platform. You will provide strategic direction, report on value realization, and drive retention and growth for your book of business.

What you will do

• Provide strategic direction to clients to drive value and scale with the AI platform.
• Act as an AI strategist to help banks optimize operations with digital assistants and automation.
• Create reports and presentations showcasing KPI improvements and business value.
• Drive long-term health, retention, and net revenue retention of a book of business.
• Lead Executive Business Reviews with stakeholders at all seniority levels.
• Build consultative relationships across complex client organizations.
• Navigate cross-functional structures to drive change management and software adoption.
• Translate technical AI capabilities into high-level business objectives.
• Provide structured product insights and strategic feedback to Product and Sales teams.
• Develop and execute training initiatives for client frontline teams.

Required qualifications

• 4+ years of professional experience in Customer Success, Consulting, Account Management, or a similar strategic client-facing role.
• Demonstrated experience managing complex, high-touch clients and navigating multi-layered business platforms.
• A strong interest, appetite, or curiosity for working with banks and credit unions.
• A track record of driving cross-functional software adoption and building alignment with executive stakeholders.
• Ability to leverage performance data and analytics to build business cases.
• High proficiency with modern AI tools (e.g., ChatGPT, Claude, or advanced CRM/sales intelligence tools).
• Strong understanding of how AI applies to business workflows.
• Bachelor’s degree required.
• Must be willing to travel 30% of the time.

Nice to have

• Prior experience working within a Fintech SaaS environment

About the company

Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies and deliver experiences. Its Banking AI Operating System activates an AI workforce of specialized agents to automate workflows.