Banking AI Advisor (Customer Success)

📋 Description

• Strategic direction to clients to drive value and platform adoption.
• Create reports showing KPI improvements and business value.
• Drive long-term health, retention, and net revenue retention (NRR).
• Build cross-functional relationships to drive change and AI adoption.
• Maintain product fluency and translate AI into business goals.
• Develop training to empower client teams working with AI.

🎯 Requirements

• 4+ years in CS, consulting, or account management.
• Proven SaaS expertise managing complex, high-touch clients.
• Fintech experience preferred.
• Financial services appetite to modernize operations.
• Relationship management mastery with exec stakeholders.
• Data-driven communication using performance analytics.
• AI literacy with tools like ChatGPT and Claude.
• Bachelor’s degree required.
• Willing to travel 30% of the time.