银行AI顾问（客户成功）
Banking AI Advisor (Customer Success)
**关于 Glia** Glia 是首个银行人工智能平台，赋予社区和地区金融机构创造效率，加速贷款增长，推动存款并提供胜利的经验.Glia 的银行人工智能的操作系统是现有技术堆之上的一个中央情报层，激活了专业代理的人工力量，这些人员从银行数据，互动历史和集成记录系统中获取信息。这些银行训练有素的代理人自动化通过语音和数字来实现工作流程，从前台到后台，导致降低运营成本和通用银行家模型。由于其安全性和可靠性，Glia 由700多家银行和信用联盟信任。这就是为什么 Glia 客户迅速和自信地将银行人工智能从第一天开始以可测量的结果来工作的原因。有关 Glia 的更多信息可以在 [glia.com]http://glia. com) **角色** 我们正在寻找一个具有高影响力的战略人物加入我们作为一个**银行人工智能的顾问 （客户人工智能成功）.** 在这个职位上，你将领导核心客户成功运动，作为一位值得信赖的合作伙伴，引导我们的客户通过有目的的采用和扩大我们的平台。如果你是一个 CSM,渴望改变金融机构运作方式，对人工智能有深厚的好奇心，并且知道如何推动真正的技术采用，这个角色适合你。** 你会做什么** - ** 战略动议**:为客户提供最佳价值推进方法，优化持续采用和扩展我们的 AI 平台后安装的方式。你将作为人工智能策略师，帮助银行绘制数字助理和自动化如何安全地优化其业务。** 价值实现 & ROI 报告**:拥有你的账户分析叙述。创建全面的报告和演讲，展示 KPI 的改善 （如服务成本，客户满意度和收入增长）和我们客户所实现的实质性业务价值。- **保留与增长所有权**:推动你的业务簿的长期健康，保持和净收益保留 (NRR).与各级利益相关者进行高影响力执行商业评估 (EBR),超越基本活动指标来证明深入运营 ROI. - **利益相关者的导航 &变革管理**:建立在复杂领域的深刻，协商关系。
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**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**_