Manager, Strategic Client Solutions
ModernFi$130,000 - $180,000/year
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries
Requirements
- 4+ years of professional experience working within a Bank or Credit Union
- Deep, firsthand knowledge of financial institution operational and regulatory challenges
- Demonstrated experience in project management or overseeing the implementation and optimization of technology solutions
- Proven ability to collaborate cross-functionally with various internal business units
- Familiarity with digital banking platforms or contact center software (AI, chatbots, omnichannel solutions)
- Track record of problem-solving and finding practical solutions for business challenges
- Bachelor’s degree required
- MBA preferred
- Willingness to travel 30% of the time
Responsibilities
- Act as a trusted advisor to client leadership, guiding them on how to best drive value with the Glia platform
- Translate Glia's platform capabilities into tangible improvements for customer experience and Contact Center Operations
- Navigate complex internal client structures to establish deep relationships with key stakeholders
- Oversee the successful adoption, governance, and ongoing optimization of the Glia platform
- Develop and lead Executive Business Reviews that clearly demonstrate ROI and measurable improvements in core banking KPIs
- Champion the voice of the bank/credit union customer internally, providing strategic insights to inform the product roadmap
- Lead client-side change management and adoption initiatives, based on understanding of staff training and operational readiness within a financial institution
Skills
Glia
Digital customer service solutions for banks
About Glia
Glia provides digital customer service solutions specifically designed for financial institutions like banks and credit unions. Their platform includes various tools such as messaging, video, voice, and CoBrowsing, which allows customer service agents to interact with a customer's web browser in real-time. This technology enables financial institutions to engage with customers across multiple digital channels, allowing seamless transitions between chat, video calls, and voice calls without losing context. Glia's goal is to enhance customer service efficiency and user experience, ultimately improving customer satisfaction and loyalty. Unlike competitors, Glia focuses on the financial services sector, offering a tailored service that helps institutions modernize their customer interactions and increase online loan applications. By providing these tools as a service, Glia aims to help financial institutions deliver personalized support and boost customer retention.
New York City, New YorkHeadquarters
2012Year Founded
$147.8MTotal Funding
SERIES_DCompany Stage
AI & Machine Learning, Financial ServicesIndustries
201-500Employees
Benefits
Stock Options
Professional Development Budget
Risks
Rapid AI adoption could lead to increased competition from new entrants.
Financial institutions may develop in-house digital customer service solutions.
Increasing regulatory scrutiny on AI and data privacy could raise compliance costs.
Differentiation
Glia's ChannelLess® architecture allows seamless transitions between communication channels.
Quality AnalystGPT provides real-time insights into customer needs and trends.
Glia's AI-driven solutions enhance customer experience and operational efficiency.
Upsides
Increased demand for AI-driven customer service in the financial sector.
Growing trend of integrating AI with customer service platforms.
Expansion of digital banking services boosts demand for Glia's solutions.
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