interface.ai

• Identify, source, and create new ecosystem integration partnerships with fintech and technology companies serving credit unions and community financial institutions, expanding interface.ai’s partner network and addressable market. • Develop and execute joint go-to-market strategies with technology partners across payments, bill pay, digital account opening, lending, and other fintech verticals to drive mutual pipeline and revenue. • Build and manage a portfolio of fintech integration partnerships with players such as Repay, Jack Henry (iPay, Symitar), Paymentus, Alkami, Q2, Narmi, MeridianLink, Bankjoy, and similar technology vendors to generate new co-sell and referral business opportunities. • Drive technical and commercial integration conversations with partner product and engineering teams, ensuring interface.ai’s AI solutions are natively embedded or tightly integrated within partner platforms. • Collaborate with internal sales teams to align on partner pipeline progression, deal attribution, and co-selling strategy across the fintech partner ecosystem. • Represent interface.ai at fintech conferences, banking industry events (e.g., ICBA, America’s Credit Unions, Fintech Meetup, CU Water Cooler), and partner summits to build relationships and generate partner-sourced pipeline. • Lead partner negotiations, deal structuring, and long-term strategic alignment with cross-functional leadership, contributing to the overall fintech partnership strategy and roadmap.

• Own and drive revenue through co-sell and reseller motions with Allied Solutions, building deep relationships across their sales, product, and leadership teams. • Develop and execute joint go-to-market strategies with Allied Solutions focused on AI-powered solutions for their credit union and community bank clients, including Voice AI, Chat AI, Employee AI, Fraud AI, Collections AI, and agentic banking use cases. • Activate and scale the Allied Solutions partnership program by embedding interface.ai solutions into Allied’s product recommendations, cross-sell playbooks, and client engagement workflows. • Serve as the primary liaison between interface.ai and Allied Solutions, leading sales enablement efforts including joint playbooks, product demos, training sessions, and regular business reviews with Allied’s field teams. • Collaborate with internal sales teams to align on partner pipeline progression, deal attribution, and co-selling strategy. • Represent interface.ai at Allied Solutions-sponsored events, banking conferences (e.g., Client networking events, ICBA, America’s Credit Unions), and industry forums to drive joint awareness and generate partner-sourced pipeline. • Maintain and report on partner-influenced pipeline metrics using Salesforce, ensuring visibility into deal progression and ROI. • Contribute to partner negotiations, deal structuring, and long-term strategic alignment with cross-functional leadership.

• Design and build high-availability, low-latency services powering AI-based voice and digital agents • Contribute to the orchestration logic that handles tool invocation, conversational memory, session management, and multi-turn logic • Integrate backend systems with AI components such as language models, speech pipelines, and structured data sources • Collaborate with cross-functional teams including ML, product, compliance, and UX to deliver intelligent and trustworthy user experiences • Identify and resolve performance bottlenecks, reliability issues, and system-wide scalability challenges • Participate in design and architecture reviews, and mentor junior engineers across the team • Uphold engineering excellence through strong documentation, testing, observability, and DevOps practices

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. Key Responsibilities: - Serve as the primary driver of new business by identifying, engaging, and closing opportunities with prospective clients. - Utilize Sandler or MEDDIC/MEDDPIC methodologies to uncover pain points, align on business outcomes, and guide prospects through a consultative sales process. - Manage the full sales cycle—from initial outreach and discovery through contract negotiation and close. - Identify and cultivate expansion opportunities within existing accounts to increase ARR and drive revenue growth. - Collaborate closely with Marketing, Sales Development, and Product teams to refine messaging, targeting, and go-to-market strategies. - Maintain a deep understanding of Interface.ai’s SaaS offerings and effectively articulate the business value and ROI to prospective clients. - Partner with Customer Success to ensure a seamless handoff and post-sale experience for new customers. - Represent the voice of the customer internally, advocating for prospect and client needs in cross-functional discussions. - Consistently meet or exceed quarterly sales quotas and contribute to team revenue goals. Qualifications - Bachelor’s degree in Business Administration, Marketing, Communications, or a related field. - 3+ years of experience in a full-cycle sales or account executive role, ideally within the technology or SaaS industry. - Hunter mentality with a strong track record of sourcing and closing new business, preferably with mid-market and enterprise clients. - Deep understanding of SaaS sales cycles and go-to-market strategies. - Excellent communication and presentation skills, with the ability to influence decision-makers at all levels. - Proven ability to manage multiple opportunities simultaneously, with strong organizational and time management skills. - Analytical and strategic thinker with a proactive, solutions-oriented mindset. - Experience selling AI-powered technologies or customer experience platforms is a strong plus. - Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools. Requirements - On-Target-Earnings are expected to be between $220,000 - $300,000 (Base + Commissions). Exact compensation may vary based on skills and location. Benefits - 100% paid health, dental & vision care - 401(k) match & financial wellness perks - Discretionary PTO + paid parental leave - Mental health, wellness & family benefits - A mission-driven team shaping the future of banking Company Description At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

• Discover and validate the highest-value operational pain points at financial institutions • Design and build AI-native solutions from scratch • Own the full product lifecycle: discovery, validation, build, launch, and iteration • Be the customer-facing domain expert with FI operations teams • Define outcome-based value narratives for enterprise buyers • Navigate regulatory complexity as a product constraint • Partner with platform teams to leverage shared AI infrastructure

• Transform integrations from a technical function into a product-driven competitive advantage: integrations should open doors, not block deals • Build and manage integration packages: pre-built bundles for specific customer segments that dramatically reduce time-to-live for new customers • Define segment-specific integration strategies: which integrations unlock which customer segments and why • Evaluate, prioritize, and manage the integration roadmap across core banking systems, contact center platforms, and data providers • Design certification and testing programs that ensure integration quality, reliability, and partner confidence • Influence go-to-market strategy through integration capabilities: your roadmap directly enables new deals and new segments • Define integration architecture for new product lines: your strategic planning ensures the right integrations are in place as new products launch. You remain the integration authority throughout.

• Act as a strategic partner to customers throughout their journey with interface.ai - from onboarding, renewal and product expansions that will benefit our customers • Identify opportunities to provide additional products that will help customers be more successful such as Voice AI, Employee AI, Chat AI in collaboration with the sales team • Own renewal and help strategize in advance upcoming renewals • Leverage customer conversations and performance KPIs to identify opportunities for proactive support, product adoption, and upsell opportunities • Serve as the main point of contact for escalations and issue resolution, in collaboration with Technical Account Managers and POD team • Build and maintain strong, trusted relationships with key stakeholders at each customer organization to best serve their continued success with our products and customer service • Advocate for customer needs internally and help shape product and service offerings based on feedback

• Serve as the primary driver of new business by identifying, engaging, and closing opportunities with prospective clients. • Utilize Sandler or MEDDIC/MEDDPIC methodologies to uncover pain points, align on business outcomes, and guide prospects through a consultative sales process. • Manage the full sales cycle—from initial outreach and discovery through contract negotiation and close. • Identify and cultivate expansion opportunities within existing accounts to increase ARR and drive revenue growth. • Collaborate closely with Marketing, Sales Development, and Product teams to refine messaging, targeting, and go-to-market strategies. • Maintain a deep understanding of Interface.ai’s SaaS offerings and effectively articulate the business value and ROI to prospective clients. • Partner with Customer Success to ensure a seamless handoff and post-sale experience for new customers. • Represent the voice of the customer internally, advocating for prospect and client needs in cross-functional discussions. • Consistently meet or exceed quarterly sales quotas and contribute to team revenue goals.

Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem. Key Responsibilities - Serve as the primary driver of new business by identifying, engaging, and closing opportunities with prospective clients. - Utilize Sandler or MEDDIC/MEDDPIC methodologies to uncover pain points, align on business outcomes, and guide prospects through a consultative sales process. - Manage the full sales cycle—from initial outreach and discovery through contract negotiation and close. - Identify and cultivate expansion opportunities within existing accounts to increase ARR and drive revenue growth. - Collaborate closely with Marketing, Sales Development, and Product teams to refine messaging, targeting, and go-to-market strategies. - Maintain a deep understanding of Interface.ai’s SaaS offerings and effectively articulate the business value and ROI to prospective clients. - Partner with Customer Success to ensure a seamless handoff and post-sale experience for new customers. - Represent the voice of the customer internally, advocating for prospect and client needs in cross-functional discussions. - Consistently meet or exceed quarterly sales quotas and contribute to team revenue goals. Qualifications - Bachelor’s degree in Business Administration, Marketing, Communications, or a related field. - 3+ years of experience in a full-cycle sales or account executive role, ideally within the technology or SaaS industry. - Hunter mentality with a strong track record of sourcing and closing new business, preferably with mid-market and enterprise clients. Deep understanding of SaaS sales cycles and go-to-market strategies. - Excellent communication and presentation skills, with the ability to influence decision-makers at all levels. - Proven ability to manage multiple opportunities simultaneously, with strong organizational and time management skills. - Analytical and strategic thinker with a proactive, solutions-oriented mindset. - Experience selling AI-powered technologies or customer experience platforms is a strong plus. - Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools. Compensation - On-Target-Earnings are expected to be between $220,000 - $300,000 (Base + Commissions). Exact compensation may vary based on skills and location. Benefits - 💡 100% paid health, dental & vision care - 💰 401(k) match & financial wellness perks - 🌴 Discretionary PTO + paid parental leave - 🧠 Mental health, wellness & family benefits - 🚀 A mission-driven team shaping the future of banking At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem. Role Overview As a Senior Account Manager you will be responsible for managing the success of our customer relationships. From leading quarterly business reviews to driving product expansions and renewals collaboratively with the GTM team, you will play a critical role in ensuring our customers over achieve their goals using interface.ai's solutions. You’ll work closely with New Business Account executives, Technical Account Managers (TAMs), product teams, and support to ensure customers are successful, satisfied, and expanding their partnership with us. Key Responsibilities - Act as a strategic partner to customers throughout their journey with interface.ai - from onboarding, renewal and product expansions that will benefit our customers - Identify opportunities to provide additional products that will help customers be more successful such as Voice AI, Employee AI, Chat AI in collaboration with the sales team - Own renewal and help strategize in advance upcoming renewals - Leverage customer conversations and performance KPIs to identify opportunities for proactive support, product adoption, and upsell opportunities - Serve as the main point of contact for escalations and issue resolution, in collaboration with Technical Account Managers and POD team - Build and maintain strong, trusted relationships with key stakeholders at each customer organization to best serve their continued success with our products and customer service - Advocate for customer needs internally and help shape product and service offerings based on feedback Qualifications - 5+ years in a customer-facing role such as Account Management, Customer Success, Renewal/Expansion Management - Experience collaborating with new business Account Executives, Technical Account Managers, and Executive Stakeholders both internal and external - Experience working at a SaaS or technology company supporting SMB banks and/or credit unions highly preferred - Exceptional communication, consultative approach, problem-solving, and relationship-building skills - High degree of ownership, customer empathy, and a proactive mindset - Based in the Bay Area with ability to work from our Bay area office preferred - Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools. Compensation Salary is expected to be between $100,000 - $140,000 along with additional variable compensation. Exact compensation may vary based on skills and location. Benefits - Health: medical, dental, and vision insurance and wellbeing resources and programs - Time away: Public holidays and discretionary PTO package for flexible days off - Financial: 401K, ESPP, Basic life and AD&D insurance, long-term and short-term disability, equity shares - Family: parental leave - Equity At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.