Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant.
We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies.
Ultimately, our mission is to drive financial well-being for millions of consumers.
With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.
Role Overview
As a Senior Account Manager you will be responsible for managing the success of our customer relationships. From leading quarterly business reviews to driving product expansions and renewals collaboratively with the GTM team, you will play a critical role in ensuring our customers over achieve their goals using interface.ai's solutions. You’ll work closely with New Business Account executives, Technical Account Managers (TAMs), product teams, and support to ensure customers are successful, satisfied, and expanding their partnership with us.
Key Responsibilities
- Act as a strategic partner to customers throughout their journey with interface.ai - from onboarding, renewal and product expansions that will benefit our customers
- Identify opportunities to provide additional products that will help customers be more successful such as Voice AI, Employee AI, Chat AI in collaboration with the sales team
- Own renewal and help strategize in advance upcoming renewals
- Leverage customer conversations and performance KPIs to identify opportunities for proactive support, product adoption, and upsell opportunities
- Serve as the main point of contact for escalations and issue resolution, in collaboration with Technical Account Managers and POD team
- Build and maintain strong, trusted relationships with key stakeholders at each customer organization to best serve their continued success with our products and customer service
- Advocate for customer needs internally and help shape product and service offerings based on feedback
Qualifications
- 5+ years in a customer-facing role such as Account Management, Customer Success, Renewal/Expansion Management
- Experience collaborating with new business Account Executives, Technical Account Managers, and Executive Stakeholders both internal and external
- Experience working at a SaaS or technology company supporting SMB banks and/or credit unions highly preferred
- Exceptional communication, consultative approach, problem-solving, and relationship-building skills
- High degree of ownership, customer empathy, and a proactive mindset
- Based in the Bay Area with ability to work from our Bay area office preferred
- Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.
Compensation
Salary is expected to be between $100,000 - $140,000 along with additional variable compensation. Exact compensation may vary based on skills and location.
Benefits
- Health: medical, dental, and vision insurance and wellbeing resources and programs
- Time away: Public holidays and discretionary PTO package for flexible days off
- Financial: 401K, ESPP, Basic life and AD&D insurance, long-term and short-term disability, equity shares
- Family: parental leave
- Equity
At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.
Top Skills
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
