Latest AI JobsBrowse Jobs
Glia logo

Banking AI Advisor (Customer Success)

GliaUS-RemoteCustomer Success & Services
Apply on company site
Salary
Not listed
Job type
Full-time
Work mode
Remote
Posted
12 Jun 2026
Status
Open · checked 7d ago

About this role

Role Overview

The Banking AI Advisor (Customer Success) position at Glia is a full-time remote role focused on guiding financial institutions through the purposeful adoption and expansion of an AI-powered platform. This opportunity suits an experienced professional with a background in customer success or consulting who is eager to transform how banks and credit unions operate.

Key Responsibilities

Provide strategic direction to clients on driving value, optimizing continuous adoption, and scaling with the AI platform post-onboarding.
Create comprehensive reports and presentations showcasing key performance indicator improvements like cost-to-serve, customer satisfaction, and revenue growth.
Drive the long-term health, retention, and net revenue retention of a designated book of business by leading Executive Business Reviews.
Build consultative relationships across complex client organizations to drive change management and software adoption.
Maintain deep product proficiency to translate technical artificial intelligence capabilities into high-level business objectives.
Develop and execute comprehensive training initiatives to empower client frontline teams as their platform footprint expands.

Requirements

Four or more 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 within a SaaS environment.
Strong interest, appetite, or curiosity for working with banks and credit unions to modernize their operations and customer experiences.
Proven track record of driving cross-functional software adoption and building deep alignment with executive stakeholders.
Excellent ability to leverage performance data and analytics to build compelling business cases for executive leadership.
High proficiency with modern artificial intelligence tools and a strong understanding of how artificial intelligence applies to business workflows.
Bachelor’s degree.
Willingness to travel 30 percent of the time.

Nice to Have

Prior experience working within a Fintech SaaS environment.

Skills and Tools

Modern artificial intelligence tools such as ChatGPT and Claude.
Advanced CRM and sales intelligence platforms.
Data analytics and reporting for value realization.
Cross-functional relationship management and executive communication.

About the Company

Glia is a top banking artificial intelligence platform that empowers community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver competitive customer experiences. The company offers a central intelligence layer that activates a workforce of specialized artificial intelligence agents trained on banking data and interaction history. Trusted by over 700 banks and credit unions for security, reliability, and a contractual no-hallucination guarantee, Glia helps organizations put artificial intelligence to work with measurable results.

How to Apply

To apply for this position, visit the official Glia careers page and submit your application through their standard recruitment channels.

Questions candidates ask

Is this position remote?

Yes, this role is listed as US-Remote.

How much experience is required for the Banking AI Advisor role?

Candidates must have four or more years of professional experience in Customer Success, Consulting, Account Management, or a similar strategic client-facing role.

What is the education requirement?

A bachelor’s degree is required for this position.

Is travel required for this job?

Yes, candidates must be willing to travel 30 percent of the time.

What background is preferred for applicants?

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

Ready to apply?

The application is on the official Glia careers page.

Apply on company site