Banking AI Advisor (Customer Success)

Responsibilities

• Strategic Motion: Provide strategic direction to clients on how to best drive value, optimize continuous adoption, and scale with our AI platform post-onboarding. You will act as an AI strategist, helping banks map out how digital assistants and automation can safely optimize their operations.
• Value Realization & ROI Reporting
• Own the analytical narrative for your accounts.
• Create comprehensive reports and presentations showcasing KPI improvements (such as cost-to-serve, customer satisfaction, and revenue growth) and tangible business value realized by our customers.
• Retention & Growth Ownership
• Drive the long-term health, retention, and net revenue retention (NRR) of your book of business.
• Lead high-impact Executive Business Reviews (EBRs) with stakeholders at all seniority levels, moving beyond basic activity metrics to prove deep operational ROI.
• Stakeholder Navigation & Change Management
• Build deep, consultative relationships across complex client organizations. You will navigate cross-functional structures (including digital, IT, operations, and executive teams) to drive change management and seamless software adoption. You will help clients navigate the cultural shift of moving from traditional…
• Product Fluency & Internal Advocacy

Languages