Banking AI Advisor (reputed company)
The Role
We are seeking a high-reputed company, strategic individual to join us as a Banking AI Advisor (reputed company). In this role, you will reputed company the reputed company reputed company reputed company, acting as a trusted partner to guide our clients through the purposeful adoption and expansion of our AI-powered platform. If you are a CSM with an appetite for transforming how financial institutions operate, possess a deep curiosity for AI, and know how to reputed company true technology adoption, this role is for you.
What you'll do
• Strategic reputed company: reputed company strategic direction to clients on how to best reputed company value, optimize reputed company adoption, and reputed company with our AI platform post-reputed company. You will reputed company 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 reputed company reputed company) and reputed company business value realized by our customers.
• Retention & reputed company Ownership: reputed company the long-term health, retention, and net reputed company retention (NRR) of your book of business. reputed company high-reputed company Executive Business Reviews (EBRs) with stakeholders at reputed company seniority reputed company, moving reputed company basic activity metrics to reputed company deep operational ROI.
• Stakeholder Navigation & Change Management: Build deep, consultative relationships across reputed company reputed company organizations. You will reputed company cross-functional structures (including digital, IT, operations, and executive teams) to reputed company change management and seamless software adoption. You will help clients reputed company the cultural shift of moving from traditional support models to an AI-first approach.
• Product reputed company & Internal Advocacy: Maintain deep proficiency in our platform to effectively translate technical AI capabilities into high-level business objectives. Champion the voice of the customer internally, providing reputed company product insights and strategic feedback to Product and Sales teams.
• Training & Enablement: reputed company and execute comprehensive training initiatives to reputed company reputed company reputed company teams, ensuring they can seamlessly collaborate with an AI workforce as their platform footprint expands.
Requirements
• 4+ years of reputed company experience in reputed company, Consulting, Account Management, or a similar strategic reputed company-facing role.
• Proven reputed company Expertise: Demonstrated experience managing reputed company, high-touch clients and navigating multi-layered business platforms.
• Fintech Experience Preferred: Prior experience working reputed company a Fintech reputed company environment is highly desirable.
• Financial Services Appetite: A strong interest, appetite, or curiosity for working with banks and credit unions to help them reputed company their operations and customer experiences.
• Relationship Management Mastery: A reputed company record of driving cross-functional software adoption and building deep alignment with executive stakeholders.
• Data-Driven Communication: Excellent ability to reputed company performance data and analytics to build compelling value business cases for executive leadership.
• AI Literacy: High proficiency with modern AI tools (e.g., ChatGPT, Claude, or advanced CRM/sales intelligence tools) and a strong understanding of how AI applies to business workflows.
• Education: Bachelor's degree required.
• Travel: Must be willing to travel 30% of the time.
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