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Customer Success Manager

interface.ai· Customer Success
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San FranciscoFull-timePosted 3mo ago

About the role

Customer Success Manager for Interface.ai, responsible for managing a named book of strategic credit union and community bank accounts, driving product adoption, retention, and expansion while acting as a trusted advisor to executive stakeholders.

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.

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 — 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 impact across a strategic account portfolio.

Skills

Required:Account managementExecutive stakeholder managementData fluency and metrics storytelling

Benefits

  • 100% paid health, dental & vision care
  • 401(k) & financial wellness perks
  • Daily meals on us
  • Commuter benefit
  • Monthly wellness stipend
  • Claude Enterprise + frontier AI tools for every employee
  • Brand-new 21st-floor SF office at 44 Montgomery
  • Discretionary PTO + paid parental leave
  • Mental health, wellness & family benefits
  • A mission-driven team shaping the future of banking
Last updated Aug 7, 2026. Interested? Apply on the company site.

About interface.ai

The Most Capable AI Agents for Credit Unions & Community Banks

The site promotes The Most Capable BankGPT Platform for Credit Unions and Community Banks, featuring Agentic AI solutions for banking, voice, chat, fraud prevention, and compliance.

voice AIchatbotsai co-pilotartificial intelligencevirtual assistantdigital bankingcall center automationai banking bot
Company profileWebsite

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