远程工作雷达

银行人工智能顾问

Banking AI Advisor

AI市场运营职能支持限定地区(需当地身份)与中国几乎无重叠,需长期倒时差
公司Glia
薪资未公开
工作地点United States
地域资格限定地区(需当地身份)
时区要求与中国几乎无重叠,需长期倒时差
用工类型permanent
发布时间2026-06-18
数据来源4dayweek.io
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
作息提示:与中国几乎无重叠,需长期倒时差。

**关于Glia**

Glia是排名第一的银行人工智能平台,帮助社区和区域金融机构提高效率、加速贷款增长、推动存款,并提供能够战胜大银行和金融科技公司的体验。

Glia的银行AI操作系统是建立在现有技术栈之上的核心智能层,激活了一个由专业代理组成的AI工作团队,这些代理从银行数据、交互历史和系统记录中获取信息。这些经过银行训练的代理通过语音和数字渠道——从前台到后台——自动化工作流程,从而降低运营成本并实现通用银行家模式。

Glia凭借其坚不可摧的安全性和可靠性,被700多家银行和信用合作社所信赖。Glia提供了行业首个合同保证的无幻觉承诺。这就是为什么Glia的客户能够在第一天就迅速且自信地将银行AI投入实际应用,并取得可衡量的结果。更多关于Glia的信息请访问 [glia.com](http://glia.com)。

**职位描述**

我们正在寻找一位具有高影响力和战略眼光的个人加入我们,担任 **银行AI顾问(客户成功)**。在这个职位上,你将主导核心客户成功策略,作为值得信赖的合作伙伴,引导我们的客户进行AI平台的有目的的采用和扩展。如果你是一位客户成功经理,渴望改变金融机构的运作方式,对AI有深入的好奇心,并且知道如何推动真正的技术采用,那么这个职位适合你。

**你将负责**

- **战略方向**:为客户提供战略指导,帮助他们最大程度地创造价值,优化持续采用,并在上线后与我们的AI平台一起扩展。你将作为AI战略专家,帮助银行规划数字助手和自动化如何安全地优化他们的运营。

- **价值实现与投资回报报告**:负责你所服务账户的分析叙述。创建全面的报告和演示文稿,展示关键绩效指标的提升(如服务成本、客户满意度和收入增长)以及客户实现的有形业务价值。

- **留存与增长责任**:推动你所负责业务的长期健康状况、客户留存率和净收入留存率(NRR)。领导与各层级利益相关者的高影响力执行业务评审(EBRs),超越基本活动指标,证明深层次的运营投资回报。

- **利益相关者沟通与变革管理**:在复杂的组织中建立深度的咨询关系,协助客户应对变革,推动AI平台的顺利实施和持续优化。

查看英文原文

**About Glia**

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](http://glia.com).

**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 you'll do**

- **Strategic Motion**: Provide strategic direction to clients on how to best drive value, optimize continuous adoption, and scale with our AI platform post-onboarding. You will act as an AI strategist, helping banks map out how digital assistants and automation can safely optimize their operations.

- **Value Realization & ROI Reporting**: Own the analytical narrative for your accounts. Create comprehensive reports and presentations showcasing KPI improvements (such as cost-to-serve, customer satisfaction, and revenue growth) and tangible business value realized by our customers.

- **Retention & Growth Ownership**: Drive the long-term health, retention, and net revenue retention (NRR) of your book of business. Lead high-impact Executive Business Reviews (EBRs) with stakeholders at all seniority levels, moving beyond basic activity metrics to prove deep operational ROI.

- **Stakeholder Navigation & Change Management**: Build deep, consultative relationships across complex client organizations. You will navigate cross-functional structures (including digital, IT, operations, and executive teams) to drive change management and seamless software adoption. You will help clients navigate the cultural shift of moving from traditional support models to an AI-first approach.

- **Product Fluency & Internal Advocacy**: Maintain deep proficiency in our platform to effectively translate technical AI capabilities into high-level business objectives. Champion the voice of the customer internally, providing structured product insights and strategic feedback to Product and Sales teams.

- **Training & Enablement**: Develop and execute comprehensive training initiatives to empower client frontline teams, ensuring they can seamlessly collaborate with an AI workforce as their platform footprint expands.

**Requirements**

- **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.

- **AI Literacy:** High proficiency with modern AI tools (e.g., ChatGPT, Claude, or advanced CRM/sales intelligence tools) and a strong understanding of how AI applies to business workflows.

- **Education**: Bachelor’s degree required.

- **Travel**: Must be willing to travel 30% of the time.

Glia is an equal-opportunity employer. Glia does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law.

_The Glia Talent Acquisition team uses **@**_ [_**glia.com**_](http://glia.com) _and_ [_**@**_](mailto:darina.danchenko@gliatalent.com) [_**gliatalent.com**_](http://gliatalent.com) _email addresses for coordinating interviews, providing updates, and sending documents._

_Our hiring process involves an introduction, practical and team interviews, and a decision and offer. For more information, visit our_ [_Recruitment Privacy Notice page_](https://www.glia.com/eu-recruitment-privacy-notice) _or contact our talent team via **talent@glia.com**_

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