Glia

Banking AI Advisor, Customer Success

Glia

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementtechnology implementationtechnology optimizationAI-augmented workforcedigital banking platformscontact center softwareomnichannel solutionsvendor managementfinancial institution operationsregulatory compliance
Soft Skills
consultative relationshipscross-functional collaborationproblem-solvingcommunicationadvisory skillsrelationship managementstrategic thinkingclient leadershipretention strategiesgrowth metrics
Certifications
Bachelor's degreeMBA