Job Opportunities API

CUSTOMER SUCCESS MANAGER San Francisco, CA About Interface.ai http://Interface.ai interface.ai http://interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI — and we're doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash-flow positive. A mission that matters: democratizing financial wellness for every American, not just the ones who can afford a private banker. 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 http://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 http://interface.ai. - Serve as a technically credible product expert in customer conversations; understand how interface.ai http://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. Qualifications - Bachelor's degree in Business, Communications, or a related field. - 5–10 years of experience in B2B SaaS, with at least 3 years in named-account or strategic customer success roles carrying direct renewal and expansion ownership. - Demonstrated career progression through increasingly complex accounts with a clear record of growing account relationships and ACV over time. - Proven track record leading executive business reviews and influencing C-level and VP-level stakeholders at financial institutions or enterprise customers. - Strong commercial instincts: direct experience driving renewals, recovering at-risk accounts, and co-owning upsell and expansion opportunities with a sales counterpart. - Data fluency is non-negotiable — you reference metrics naturally (NRR, adoption rate, automation) and use data to shape customer conversations and internal prioritization. - Experience in CCaaS, conversational AI, contact center software, or financial services is a strong plus - Comfortable going deep on product and AI concepts in customer-facing conversations; technically curious and able to ramp quickly on a complex, AI-native platform. - Skill in using AI and productivity tools to scale your impact across a strategic account portfolio. Benefits - 💡 100% paid health, dental & vision care - 💰 401(k) & financial wellness perks - 🌴 Discretionary PTO + paid parental leave - 🧠 Mental health, wellness & family benefits - 🚀 A mission-driven team shaping the future of banking WHY INTERFACE.AI http://INTERFACE.AI Series A · $30M raised · Cash-flow positive — we're not burning cash hoping the product works. It works. Customers are live, revenue is real, and the mission — bringing intelligent financial services to everyday Americans — is one you can explain to your family without a slide deck. You'll work at the center of our post-sales organization, owning the relationships and outcomes that determine whether our customers stay, expand, and become advocates. The CSM role at interfa