Customer Success Manager

Interface AI
San Francisco
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-10 yearsEducation: bachelorsSkills: ["Relationship management","Executive communication","Commercial instincts","Data fluency","Technical curiosity"]

Own a named portfolio of strategic credit union and community bank accounts, serving as the primary trusted advisor for VP- and C-level stakeholders. Drive account health, product adoption, retention, and recovery by surfacing risk and leading plays before escalation. Lead executive business reviews (QBRs/EBRs), translate product and automation metrics into business narratives, and co-own expansion opportunities with Sales to grow NRR.

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FursaFursa
Interface AI
Interface AI
2 months ago

Customer Success Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Own a named portfolio of strategic credit union and community bank accounts, serving as the primary trusted advisor for VP- and C-level stakeholders. Drive account health, product adoption, retention, and recovery by surfacing risk and leading plays before escalation. Lead executive business reviews (QBRs/EBRs), translate product and automation metrics into business narratives, and co-own expansion opportunities with Sales to grow NRR.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own a named book of strategic credit union and community bank accounts as the primary point of contact and trusted advisor.
  • •Drive account health, product adoption, and retention by proactively surfacing risk and leading recovery plays.
  • •Lead executive business reviews (QBRs and EBRs) delivering data-driven insights and strategic recommendations.
  • •Identify and co-own expansion opportunities with the Sales team to drive NRR growth.
  • •Serve as a technically credible product expert and relay product gaps/adoption friction to Product and Engineering with supporting data.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Parental

Key Requirements

  • •Bachelor's degree in Business, Communications, or a related field.
  • •5–10 years of experience in B2B SaaS, including at least 3 years in named-account or strategic customer success roles with renewal and expansion ownership.
  • •Strong record leading executive business reviews (QBRs/EBRs) and influencing C-level and VP-level stakeholders in financial services or enterprise environments.
  • •Commercial instincts driving renewals, recovering at-risk accounts, and co-owning upsell/expansion with Sales.
  • •Non-negotiable data fluency to reference and apply metrics (NRR, adoption, automation) naturally in customer conversations.
Experience:5-10 yearsB2B SaaSFinancial servicesCCaaSConversational AIContact center software
Education:Bachelor's in Business, Communications, or related field
Skills:Relationship managementExecutive communicationCommercial instinctsData fluencyTechnical curiosity
Tech Stack:CRMNRRAutomationAdoption rateContainment ratesQBRsEBRsAI

Company Brief

Interface AI
Provides AI-powered virtual assistant and automation software for banks and credit unions. The platform helps financial institutions handle customer service, support routine banking tasks, and improve digital self-service across voice and chat channels.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: San Jose, United States
Founded: 2018
WebsiteLinkedIn