Glia
Customer Success Advisor
1mo ago
LATAMdata analysiscustomer success softwareautomation tools
Responsible for managing high volume of customers using data-driven and automated strategies to maximize product adoption and drive value.
Responsibilities
- We are seeking a highly analytical and tech-savvy professional to serve as a Customer Success Advisor within our Scaled Customer Success org. This role is central to managing a high volume of customers through data-driven, tech-enabled programs and automation, rather than traditional one-on-one management. You will be responsible for creating, building, and optimizing automated customer journeys and scalable digital engagement strategies to maximize product adoption and drive measurable value.
- Automate Customer Engagement : Own the digital customer engagement strategy, building automated programs for critical customer lifecycle stages, including onboarding, training, and support.
- Develop Scalable Programs : Design, execute, and iterate on programs that support a broad customer base with timely and relevant resources.
- Leverage Digital and Video Touchpoints : Create and manage one-to-many resources such as in-app assistance, targeted email campaigns, custom training webinars, and video content to reach a broad audience and drive adoption. The focus will be on these digital touchpoints rather than traditional Executive Business Reviews (EBRs).
- Measure and Optimize : Utilize customer success platforms, CRM, and analytics tools to track customer health, measure the impact of scaled outreach, and identify trends to inform program development.
- Internal Advocacy : Champion the voice of the scaled customer internally, providing data-driven insights to our Product and Sales teams to inform the roadmap.
- Contribute to Vision : Identify and implement efficiency initiatives to continuously optimize the overall scaled customer experience and contribute to the company's Customer Success vision.
Requirements
- 4+ years of professional experience, ideally in a customer success, account management, program management, or similar.
- Deep proficiency in a Customer Success (CS) platform (e.g., Gainsight, ChurnZero) or strong experience in Marketing automation tools (e.g., HubSpot, Marketo) is required.
- Proven experience in creating, launching, and iterating on programs that effectively drive customer success outcomes (e.g., adoption, retention).
- Ability to use data and analytics to prioritize initiatives, identify trends, and inform all program development.
- Exceptional writing and verbal skills, with the ability to distill complex information into clear, actionable insights for mass digital communication.
- Ability to work in a fast-paced environment and context-switch between projects.
- Bilingual or fluent English required
- Bachelor’s degree required.
- Must be willing to travel up to 10% of the time to the US for team meetings or strategic projects.
- Nice to Have : Previous professional experience working within or supporting a Bank or Credit Union, particularly in a role focused on operations, digital channels, or member experience
- Glia is an equal-opportunity employer. Glia does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law.
- The Glia Talent Acquisition team uses @ glia.com and @ gliatalent.com email addresses for coordinating interviews, providing updates, and sending documents.
- Our hiring process involves an introduction, practical and team interviews, and a decision and offer. For more information, visit our Recruitment Privacy Notice page or contact our talent team via
Other
- Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs.
- Glia's Banking AI Operating System is a central intelligence layer on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These banking-trained agents automate workflows across voice and digital–from front office to back office–resulting in decreased operational costs and the Universal Banker model.
- Trusted by 700+ banks and credit unions for its ironclad security and reliability, Glia delivers the industry’s first contractual no-hallucination guarantee. It’s why Glia customers quickly and confidently put Banking AI to work with measurable results from day one. More information about Glia can be found at glia.com .