Banking AI Advisor – Customer Success

🕒 June 12

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Glia

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

• 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

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