Senior Account Manager

Interface AI • Palo Alto, CA

14d • $100,000 - $140,000 • Onsite

About The Position

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.

Requirements

• 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.

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed