Senior Account Manager

interface.ai•San Francisco, CA

10d•Onsite

About The Position

Interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI, with production deployments at scale. The company has raised $30 million in Series A funding and is cash-flow positive, with a mission to democratize financial wellness. The Senior Account Manager will grow existing customer relationships and revenue by identifying expansion opportunities, demonstrating measurable customer value, guiding clients through renewals and risk reviews, and coordinating internal teams to support account growth. The role works with financial institutions such as credit unions and community banks and engages executive stakeholders, department leaders, and internal partners across Solutions Engineering, Product, Customer Success, Security, and Compliance.

Requirements

At least 3 years of experience in account management, expansion, or full-cycle sales, ideally in technology or SaaS.
A track record of expanding existing accounts and exceeding upsell and cross-sell quotas, preferably with mid-market and enterprise clients.
Proven success managing renewals and negotiating multi-year contracts while retaining and growing a book of business.
Deep understanding of SaaS renewal and expansion motions, customer lifecycle management, and go-to-market strategies.
Excellent communication and presentation skills, including the ability to build trusted relationships and influence decision-makers at all levels.
Ability to manage a portfolio of accounts and multiple opportunities simultaneously, with strong organizational and time-management skills.
Analytical and strategic thinking and a proactive, solutions-oriented mindset.
Skill using prompt engineering techniques to improve productivity, efficiency, and decision-making with generative AI tools.

Nice To Haves

Experience selling AI-powered technologies or customer experience platforms.
Experience managing credit union or community bank accounts.

Responsibilities

Develop a deep understanding of customers’ strategic plans, member growth goals, efficiency ratios, and digital roadmaps to identify ways Interface.ai can drive value.
Learn each institution’s technology ecosystem, including core banking, digital banking, and contact center platforms, to identify integration-ready expansion opportunities.
Monitor business triggers such as mergers, branch consolidations, call volume spikes, and product launches to position cross-sell and upsell solutions proactively.
Quantify and communicate ROI from deployments, including call deflection, hours saved, member satisfaction, and cost per interaction, to support expansion business cases.
Lead executive business reviews connecting Interface.ai outcomes to customers’ board-level objectives.
Map whitespace across departments, channels, and use cases, including contact center, lending, collections, card services, fraud, and back-office operations.
Use Sandler or MEDDIC/MEDDPIC methodologies to qualify and prioritize expansion opportunities.
Build relationships across C-suite executives and department leaders, maintaining continuity if a customer champion departs.
Navigate consensus-driven purchasing processes, including committee and board approvals, and align proposals with annual budget cycles.
Guide clients through vendor due diligence and third-party risk management reviews, working with internal Security and Compliance teams on regulatory expectations.
Use renewals and contract co-terming to expand agreements while monitoring adoption and account health.
Develop satisfied clients into references, case studies, and conference co-presenters, and use peer benchmarks in expansion discussions.
Engage Solutions Engineering, Product, and Customer Success for demos, scoping, roadmap discussions, and rollout plans.
Share client feedback with Product to help shape the roadmap and identify future cross-sell opportunities.