Customer Success Manager

The role

You will own a book of strategic credit union and community bank accounts as a primary point of contact. You will drive account health, product adoption, and retention while leading executive business reviews.

What you will do

• Own a named book of strategic credit union and community bank accounts.
• Serve as the primary point of contact and trusted advisor for VP- and C-level stakeholders.
• Drive account health, product adoption, and retention.
• Lead executive business reviews with C-level and VP-level contacts.
• Identify and co-own expansion opportunities with the Sales team.
• Translate platform metrics into business narratives.
• Serve as a technically credible product expert in customer conversations.
• Act as the internal voice of the customer to Product and Engineering.
• Maintain accurate account health documentation, at-risk flags, and renewal forecasts in CRM.

Required qualifications

• Bachelor's degree in Business, Communications, or a related field.
• 5–10 years of experience in B2B SaaS.
• 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.
• Proven track record leading executive business reviews and influencing C-level and VP-level stakeholders at financial institutions or enterprise customers.
• Direct experience driving renewals, recovering at-risk accounts, and co-owning upsell and expansion opportunities with a sales counterpart.
• Data fluency in referencing metrics like NRR, adoption rate, and automation.
• Comfortable going deep on product and AI concepts in customer-facing conversations.
• Skill in using AI and productivity tools to scale impact.

Nice to have

• Experience in CCaaS, conversational AI, contact center software, or financial services

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
• Founding-team-tier equity
• Top-of-market base

About the company

interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI. The company has $30M in Series A funding and is cash-flow positive.