About the role
Key Responsibilities
- Own a named book of strategic credit union and community bank accounts, serving as the primary point of contact and trusted advisor for VP- and C-level stakeholders.
- Drive account health, product adoption, and retention across your portfolio — proactively surfacing risk and leading recovery plays before customers escalate.
- Lead executive business reviews (QBRs and EBRs) with C-level and VP-level contacts at each strategic account, delivering data-driven insights and clear strategic recommendations.
- Identify and co-own expansion opportunities with the Sales team across the interface.ai product portfolio providing timely and accurate expansion signals to drive NRR growth.
- Translate platform metrics — automation, adoption and containment rates — into compelling business narratives that influence customer decisions and reinforce the value of interface.ai.
- Serve as a technically credible product expert in customer conversations; understand how interface.ai's AI products work at a functional level and speak confidently to AI related concepts.
- Act as the internal voice of the customer — surface product gaps and adoption friction to Product and Engineering with supporting data.
- Maintain accurate account health documentation, at-risk flags, and renewal forecasts in CRM with no surprises in forecast or renewal reviews.
About Interface AI
Interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions across the United States. The company's AI platform delivers a seamless, unified experience across voice, digital, and employee-assisted channels — all powered by a single AI brain that continuously learns and operates autonomously.
With $30M in Series A funding and already cash-flow positive, Interface.ai is trusted by hundreds of financial institutions, reaching over 10 million people in the US. The company is committed to driving automation, ensuring compliance, and enhancing customer satisfaction through pre-trained AI solutions that are easy to integrate, scale, and manage.
Mission: Democratizing financial wellness for every American — not just the ones who can afford a private banker.
Interface.ai is in a rare position as a profitable, venture-backed startup experiencing strong market demand. The company raised funds to fuel its next stage of growth, expanding both product/engineering capabilities and its go-to-market team to handle increasing demand from the financial services market.
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Job details
Salary
$148,000 - $192,000
Location
San Francisco, United States
Experience
5+ years
Company
Funding
Total raised
$30M
Last stage
Series B
Investors
Founders
Bruce Kim
Co-Founder & CTO
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.