Banking AI Success Strategist

Glia; Philippines; Remote; PHP 800,000 - 1,200,000; Full time

Job summary

Glia, located in the Philippines, is looking for a Banking AI Advisor (Customer Success) to lead customer success motion and drive adoption of their AI-powered platform. This role requires 4+ years of relevant experience, strong SaaS expertise, and a curiosity for transforming financial operations.

The ideal candidate will strategize value realization, navigate complex relationships, and develop training initiatives for clients. You will be part of a dynamic team and help institutions innovate with AI.

Qualifications

• 4+ years of experience in Customer Success or similar role.
• Proven SaaS expertise managing complex clients.
• Fintech experience preferred with a strong interest in financial services.
• Excellent relationship management and data-driven communication skills.
• High proficiency in modern AI tools.

Responsibilities

• Provide strategic direction to clients for AI platform adoption.
• Own analytical narrative and KPI reporting for accounts.
• Drive long-term health and retention of book of business.
• Build consultative relationships across client organizations.
• Maintain product fluency and advocate for customer voice.
• Develop and execute training initiatives for client teams.

Skills

Customer Success

Data-Driven Communication

Relationship Management

AI Literacy

Education

Bachelor’s degree

Tools

CRM/sales intelligence tools

Job description

Glia, located in the Philippines, is looking for a Banking AI Advisor (Customer Success) to lead customer success motion and drive adoption of their AI-powered platform. This role requires 4+ years of relevant experience, strong SaaS expertise, and a curiosity for transforming financial operations.

The ideal candidate will strategize value realization, navigate complex relationships, and develop training initiatives for clients. You will be part of a dynamic team and help institutions innovate with AI.