Banking AI Advisor – Customer Success

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide strategic guidance to clients for maximizing the use of AI platforms.

• Take ownership of analytical narratives and report improvements in key performance indicators (KPIs).

• Enhance client retention and net revenue retention for accounts.

• Cultivate relationships within client organizations to facilitate software adoption.

• Maintain expertise in the platform to effectively convey its capabilities.

• Design and implement training programs for client teams.

⛳️ Requirements

• Minimum of 4 years of professional experience in Customer Success, Consulting, Account Management, or a related strategic client-facing role.

• Demonstrated expertise in SaaS.

• Experience in Fintech is preferred.

• Strong interest in Financial Services.

• Exceptional relationship management skills.

• Proficient in data-driven communication.

• High enthusiasm for AI and proactive adoption.

• Education: A Bachelor’s degree is required.

• Willingness to travel up to 30% of the time.

🏝️ Benefits

• Health insurance

• Professional development opportunities

• Paid time off

• Flexible work arrangements

• Training & Enablement initiatives

• Travel opportunities