Senior Account Manager

About interface.ai

Interface AI is redefining how financial institutions serve their members through agentic AI and conversational AI, and we're doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash-flow positive. A mission that matters: democratizing financial wellness for every American, not just the ones who can afford a private banker.

Key Responsibilities

• Develop a deep understanding of each customer’s strategic plan, member growth goals, efficiency ratio, and digital roadmap to uncover new 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 new product launches to proactively position cross-sell and upsell solutions.

• Quantify and communicate