Banking AI Advisor, Customer Success

🕒 March 18

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Glia

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

🤖 Artificial Intelligence

🏦 Banking

☁️ SaaS

💰 $45M Series D - Glia on 2022-03

Artificial Intelligence • Banking • SaaS

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

• Act as a trusted advisor to client leadership, guiding them on how to transition toward an AI-augmented workforce and drive value with our platform. • Maintain deep proficiency in the platform to effectively translate technical capabilities into high-level business objectives. • Build deep, consultative relationships across complex internal structures, including Digital Banking, Contact Center, IT, Compliance, Lending, and Executive teams. • Drive the long-term health of the partnership by owning key retention and growth metrics. • Champion the voice of the bank and credit union internally.

🎯 Requirements

• 4+ years of professional experience working within a Bank or Credit Union, ideally in a role focused on Operations, Digital Channels, Member Experience, or Product/Project Management, or a FinTech SaaS environment. • Deep, firsthand knowledge of financial institution operational and regulatory challenges, particularly within member service and support functions (e.g., Contact Center, Branch Operations, Lending Administration). • Demonstrated experience in project management or overseeing the implementation and optimization of technology solutions within a financial institution, ideally acting as a technology owner or vendor manager for crucial technology. • Proven ability to collaborate cross-functionally with various internal business units (Lending, Branch Operations, IT, Compliance) to drive large-scale projects. • Familiarity with digital banking platforms or contact center software (AI, chatbots, omnichannel solutions) is highly desirable. • Track record of problem-solving and finding practical solutions for business challenges within your organization. • Bachelor’s degree required • MBA preferred • Must be willing to travel 30% of the time.

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements • Professional development opportunities