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Senior Account Manager

interface.ai· Sales & Marketing
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San Francisco$130k - $170kFull-timePosted 1w ago

About the role

Senior role focused on the commercial transition of customers to Interface AI's new platform, combining renewal, re-contracting and pricing, with expansion and multi-threaded engagement across executive stakeholders in credit unions and community banks.

Responsibilities

  • Lead the commercial side of customer transitions to the new platform: renewal timing, re-contracting, and moving customers onto new pricing models.
  • Explain new pricing and packaging clearly to executives, tie it to their outcomes, and negotiate with discipline within the discount approval process.
  • Build and quantify the ROI case from existing deployments (call deflection, hours saved, member satisfaction, cost per interaction) to support renewal and expansion.
  • Use every renewal to expand: new modules, departments, use cases and larger commitments.
  • Learn each customer's strategic plan, efficiency ratio and tech stack (core, digital banking, contact center), and watch business triggers to time the right offer.
  • Partner with the CSM on account health. Grow healthy accounts and stabilize troubled ones before pitching anything new.
  • Multi-thread across the C-suite and department leaders so no account depends on one champion.
  • Navigate committee and board approvals, aligned to each institution's budget cycle.
  • Guide customers through vendor due diligence and third-party risk reviews with Security and Compliance.
  • Qualify, prioritize and forecast renewal and expansion opportunities using MEDDPICC.
  • Turn satisfied customers into references, case studies and conference co-presenters, and share customer feedback with Product.

Qualifications

  • 5+ years in account management, customer success or full-cycle sales in B2B SaaS.
  • Comfortable talking money with customers: pricing, packaging, renewals and multi-year negotiation.
  • A track record of retaining and growing a book of business, with renewal and expansion results you can speak to.
  • Background as a commercially minded CSM, or an AE who prefers building long-term customer relationships to hunting new logos.
  • Excellent communication and executive presence, with the ability to influence decision-makers at all levels.
  • Proven ability to manage a portfolio of accounts and multiple opportunities at once.
  • Experience with MEDDIC/MEDDPICC or a similar qualification methodology.
  • Plus: experience with consensus-driven buying (committees, boards, procurement), AI or CX platforms, or credit union and community bank accounts.
  • Fluent with generative AI tools in daily workflow.

Skills

Required:Pricing discussions and negotiationAccount managementMEDDPICC qualification

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, build with the best
  • 🏙️ Brand-new 21st-floor SF office, above Montgomery BART Station
  • 🌴 Discretionary PTO + paid parental leave
  • 🧘 Mental health, wellness & family benefits
  • 🚀 A mission-driven team shaping the future of banking
Last updated Oct 16, 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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