Interface AI

1 month ago

Customer Success Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 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

Website LinkedIn

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Interface AI

1 month ago

Customer Success Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

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

Industry: SaaS

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: San Jose, United States

Founded: 2018

Website LinkedIn