Customer Success Manager

About Interface.ai

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.

Role Overview

As a Customer Success Manager, you will be responsible for managing the full lifecycle of our customer relationships. From supporting implementations to leading quarterly business reviews to driving renewals and upsells, you will play a critical role in ensuring our customers achieve their goals using interface.ai's solutions. You’ll work closely with 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 to renewal

• Support implementation efforts and ensure seamless go-live experiences

• Leverage customer conversations and performance KPIs to identify opportunities for proactive support, product adoption, and upsell

• Serve as the main point of contact for escalations and issue resolution, in coordination with TAMs

• Own renewal discussions and collaborate on upsell strategies with the sales team

• Build and maintain strong, trusted relationships with key stakeholders at each customer organization

• Advocate for customer needs internally and help shape product and service offerings based on feedback
  

Qualifications

• 8+ years in a customer-facing role such as Customer Success, Strategic Account Management, or Support/Operations Management

• Experience working at a SaaS or technology company supporting SMB banks and/or credit unions is highly preferred

• Experience working for an SMB bank and/or credit union managing customer support/operations is highly preferred

• Exceptional communication, 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 San Jose office regularly

• Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.

Compensation/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

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 directly with Bruce Kim (Co-Founder) and Srinivas Njay (CEO) — founders who understand engineering deeply and give their VP the authority and trust to actually run the global function. We offer top-of-market base, significant early-stage equity, comprehensive benefits, and a modern SF office that's worth showing up to.

The team we're building is small enough that your judgment shapes everything. The market we're in is large enough that what you build will matter for a long time.