Glia Benefits Overview

Build and maintain operating plans, long-term financial models, budgets, forecasts, and company-wide reporting. Partner with department leaders on financial decisions, manage the financial planning platform, analyze business data, and prepare executive and board reporting materials. The role requires strong SaaS FP&A expertise, advanced Excel and financial modeling skills, and proficiency with NetSuite, Salesforce, Tableau, and planning software.

Advises banks and credit unions on Banking AI strategy, technology deployment, governance, branch transformation, and maturity assessment. Leads discovery sessions, executive workshops, phased rollout planning, and strategic planning engagements. Acts as a banking industry subject matter expert for prospects, customers, sales, product, marketing, and customer success teams. Develops thought leadership and represents the company at industry events while helping financial institutions align technology investments with growth and operational goals.

Lead enterprise SaaS renewals, contract negotiations, pricing, amendments, and downsell mitigation. Manage commercial operations, agreement lifecycles, forecasting, Salesforce data hygiene, and renewal risk strategy. Partner with RevOps, Finance, Customer Success, Sales, legal teams, and executive buyers to protect recurring revenue, structure multi-year deals, drive expansions, and develop scalable renewal playbooks. Use AI, telemetry, and analytics to improve churn prediction, pricing, forecasting, and operational efficiency.