interface.ai is the industry's-leading specialized AI provider for banks and credit unions, serving over 100 financial institutions. The company's integrated AI platform offers a unified banking experience through voice, chat, and employee-assisting solutions, enhanced by cutting-edge proprietary Generative AI.
Our mission is clear: to transform the banking experience so every consumer enjoys hyper-personalized, secure, and seamless interactions, while improving operational efficiencies and driving revenue growth.
interface.ai offers pre-trained, domain-specific AI solutions that are easy to integrate, scale, and manage, both in-branch and online. Combining this with deep industry expertise, interface.ai is the AI solution for banks and credit unions that want to deliver exceptional experiences and stay at the forefront of AI innovation.
What You’ll Do
This is your opportunity to help shape how AI transforms financial services — making banking smarter, faster, and more human at scale. You’ll play a key role in how credit unions and banks adopt intelligent automation and drive real ROI.
As a Technical Customer Success Manager (TCSM), you will own the post-sales journey for your accounts, from onboarding through ongoing value delivery. You’ll ensure smooth implementation of our AI-powered chat and voice solutions, drive adoption, build deep stakeholder relationships, and partner cross-functionally to ensure success.
Key Responsibilities
Lead onboarding, go-live execution, and ongoing customer success initiatives
Serve as the technical and strategic advisor for assigned financial clients
Partner with product, engineering, and delivery teams to ensure timely deployments
Integrate across core banking systems (e.g., Jack Henry, Fiserv) and telephony platforms (e.g., Genesys, SIP, CTI)
Run regular business reviews, usage analysis, and roadmap planning with clients
Translate usage and performance data (via SQL/BI tools) into insights that demonstrate ROI
Identify upsell/expansion opportunities and collaborate with Account Managers
Act as the voice of the customer internally, driving enhancements and adoption strategies
What You Bring
3–5+ years of experience in Customer Success, Technical Post-Sales roles in SaaS, FinTech, or AI
Experience managing complex B2B client relationships, ideally in regulated industries
Familiarity with integrations and technical concepts (APIs, Postman, core banking, telephony, SQL)
Proven track record of driving adoption, leading QBRs, and reducing churn
Excellent communication skills across both technical and executive audiences
Comfort managing 10–12 high-value accounts and prioritizing across multiple needs
High accountability, ownership mindset, and ability to navigate ambiguity
Why This Role Matters
You’ll be central to our mission of transforming customer and employee experiences for financial institutions. As the face of the company post-sale, you’ll ensure our clients realize the full value of our AI solutions while shaping how success is delivered across hundreds of institutions.
What We Offer
Competitive compensation package
Equity options
Medical/Dental/Vision Insurance
PTO & Holidays
Life Insurance
Compensation:
Salary is expected to be between $130,000 - $147,000 along with additional variable compensation. Exact compensation may vary based on skills and location.
At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.
