Banking AI Advisor – Customer Success

🕒 June 12

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 20%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Glia

Glia

201 - 500 employees

Founded 2012

💼 Consulting

📦 Logistics

🤖 Artificial Intelligence

💰 $45M Series D - Glia on 2022-03

Consulting • Logistics • Artificial Intelligence

Glia is an AI-powered customer service platform and ChannelLess® contact center solution that helps banks, credit unions, and financial institutions automate and personalize voice and digital interactions. The company provides virtual assistants, voice AI, agent co-pilots, manager AI analysts, predictive routing, cognitive quality management, and analytics to boost self-service, agent productivity, compliance, and growth metrics (loans, deposits, cost savings). Glia emphasizes security, integrations, and industry-specific features for banking and credit unions, delivering a SaaS platform that replaces legacy CCaaS systems.

📋 Description

• Provide strategic direction to clients on optimizing AI platform adoption. • Own analytical narratives and report KPI improvements. • Drive retention and net revenue retention of accounts. • Build relationships across client organizations to enable software adoption. • Maintain proficiency in the platform to translate capabilities. • Develop and execute training initiatives for client teams.

🎯 Requirements

• 4+ years of professional experience in Customer Success, Consulting, Account Management, or a similar strategic client-facing role. • Proven SaaS Expertise. • Fintech Experience Preferred. • Financial Services Appetite. • Relationship Management Mastery. • Data-Driven Communication. • High AI Appetite & Proactive Adoption. • Education: Bachelor’s degree required. • Travel: Must be willing to travel 30% of the time.

🏖️ Benefits

• Health insurance • Professional development opportunities • Paid time off • Flexible work arrangements • Training & Enablement initiatives • Travel opportunities

Apply Now

Similar Jobs

🕒 June 12

HSI

501 - 1000

🏥 Healthcare

🏗️ Construction

📦 Logistics

Customer Success Manager growing client partnerships for HSI, a workplace safety and compliance solutions provider. Driving retention, expansion, and measurable EHS program improvements.

🇺🇸 United States – Remote

💰 Private Equity Round on 2023-11

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🕒 June 10

Stafi

51 - 200

💼 Consulting

📣 Marketing

👥 HR Tech

Client Success Manager scaling onboarding, retention, and growth for Stafi’s law firm partners. Building high-performing client success teams and scalable operations.

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

🕒 June 10

Cycode | Complete ASPM

51 - 200

🔐 Security

☁️ SaaS

Customer Success Manager at fast-growing cybersecurity company securing AI-driven software development. Building relationships with Fortune 500 clients and driving customer value throughout the lifecycle.

🇺🇸 United States – Remote

💰 $56M Series B on 2021-11

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🕒 June 10

Axios

501 - 1000

💼 Consulting

📣 Marketing

📱 Media

Account Manager for Client Success team managing new and existing growth accounts at Axios. Leading client interactions and executing media strategies for optimal success.

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

infoinfo

🕒 June 10

Ubeya

51 - 200

💼 Consulting

📦 Logistics

🏥 Healthcare

Senior Customer Success Manager at Ubeya driving strategic relationships with US Enterprise clients. Focuses on expansion, retention, and enhancing client satisfaction through personalized support.

🇺🇸 United States – Remote

💰 $10M Series A - Ubeya on 2024-10

⏰ Full Time

🟠 Senior

🏆 Customer Success