Banking AI Advisor (Customer Success)
GliaDigital Customer company
United StatesMid
Insight Partners
Entrepreneurs Roundtable Accelerator
Tola Capital
Wildcat Capital Management
RingCentral Ventures
Grassy Creek
Sales & Account Management
About the role
TL;DR
Strategic advisor guiding clients in adopting AI-powered banking solutions.
- •We are seeking a strategic individual to guide clients through the adoption of our AI-powered platform.
- •Key Responsibilities Provide strategic direction to clients on driving value and optimizing continuous adoption.
- •Own the analytical narrative for accounts, creating reports showcasing KPI improvements and business value.
- •Drive long-term health, retention, and net revenue retention of the book of business.
- •Navigate cross-functional structures to drive change management and seamless software adoption.
- •Maintain deep proficiency in our platform to translate technical AI capabilities into business objectives.
- •Develop and execute training initiatives to empower client frontline teams.
- •Requirements 4+ years of professional experience in Customer Success, Consulting, Account Management, or a similar strategic client-facing role.
- •Proven SaaS Expertise managing complex, high-touch clients and navigating multi-layered business platforms.
- •Fintech Experience Preferred.
- •Financial Services Appetite.
- •Relationship Management Mastery.
- •Data-Driven Communication.
- •Education: Bachelor’s degree required.
- •Travel: Must be willing to travel 30% of the time.
Required skills
Customer SuccessAccount Management
Domain expertise
fintech