Grow loans & deposits, unlock efficiency, and elevate interactions with AI for community banks and credit unions. Backed by Insight.
About the role
We are seeking a high-impact, strategic individual to join us as a Banking AI Advisor (Customer Success) . In this role, you will lead the core customer success motion, acting as a trusted partner to guide our clients through the purposeful adoption and expansion of our AI-powered platform. If you are a CSM with an appetite for transforming how financial institutions operate, possess a deep curiosity for AI, and know how to drive true technology adoption, this role is for you.
What they're looking for
- 4+ years of professional experience in Customer Success, Consulting, Account Management, or a similar strategic client-facing role
- Proven SaaS Expertise : Demonstrated experience managing complex, high-touch clients and navigating multi-layered business platforms
- Fintech Experience Preferred : Prior experience working within a Fintech SaaS environment is highly desirable
- Financial Services Appetite : A strong interest, appetite, or curiosity for working with banks and credit unions to help them modernize their operations and customer experiences
- Relationship Management Mastery : A track record of driving cross-functional software adoption and building deep alignment with executive stakeholders
- Data-Driven Communication : Excellent ability to leverage performance data and analytics to build compelling value business cases for executive leadership
More about this role
Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs.
Glia's Banking AI Operating System is a central intelligence layer on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These banking-trained agents automate workflows across voice and digital–from front office to back office–resulting in decreased operational costs and the Universal Banker model.
Trusted by 700+ banks and credit unions for its ironclad security and reliability, Glia delivers the industry’s first contractual no-hallucination guarantee. It’s why Glia customers quickly and confidently put Banking AI to work with measurable results from day one. More information about Glia can be found at glia.com .
We are seeking a high-impact, strategic individual to join us as a Banking AI Advisor (Customer Success) . In this role, you will lead the core customer success motion, acting as a trusted partner to guide our clients through the purposeful...
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