Banking AI Advisor (Customer Success)
Core
Lead customer success and strategic adoption of an AI-powered banking platform for financial institutions, acting as an AI strategist to optimize operations and drive ROI.
Role type
Senior Customer Success Manager (Strategic/Consultative)
Builds
AI-driven banking workflows, digital assistants, and automation solutions for community and regional banks.
Domain
Fintech / Banking / Artificial Intelligence
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic account management, ROI reporting and analytics, executive stakeholder management, change management, SaaS platform expertise, AI tool proficiency, training and enablement
Preferred skills
Fintech SaaS experience, deep curiosity for AI, navigating complex client organizations
Technologies
ChatGPT, Claude, advanced CRM/sales intelligence tools
Responsibilities
Provide strategic direction for AI platform adoption and scaling; Own analytical narratives and create reports on KPI improvements (cost-to-serve, satisfaction, revenue); Drive retention and net revenue retention through Executive Business Reviews; Navigate cross-functional client structures to drive cultural shift to AI-first models; Translate technical AI capabilities into business objectives for internal teams; Develop training initiatives for client frontline teams
Seniority
Senior, hands-on IC with strategic focus
