Technical Customer Success Manager

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 Will Do

• Serve as the primary point of contact for 10 - 12 concurrent enterprise clients, ensuring alignment with their business objectives and helping them achieve success through our platform.
• Own a book of business valued at $3M–$5M in ARR, delivering value and measurable outcomes across your portfolio.
• Gather and translate technical and business requirements, acting as both a technical and non-technical liaison across stakeholders.
• Build trusted, long-term consultative relationships with account stakeholders, regularly engaging in onsite meetings (30%+ travel required).
• Facilitate and lead technical and strategic client engagements including workshops, QBRs, and stakeholder alignment sessions.
• Monitor client usage and identify opportunities to expand product adoption, backed by usage data and ROI storytelling/value engineering frameworks.
• Leverage proficiency in SQL and BI tools (e.g., Looker, Tableau) to draw insights that inform customer strategies and demonstrate platform value.
• Maintain deep knowledge of our platform, relevant industry trends, and the SaaS enterprise tech ecosystem, particularly in fast-growing Series A–C environments.
• Partner closely with product, engineering, and support teams to represent the voice of the customer and advocate for client needs.
• Provide timely and clear reporting on customer health, usage patterns, and strategic engagement outcomes to internal stakeholders.

What You Will Bring

• 2-3+ years of experience in a technical account management or customer success role within the enterprise SaaS space.
• Demonstrated success owning strategic enterprise accounts with high contract values and complex technical environments.
• Strong technical acumen post sales and ability to drive technical discovery, and solution adoption.
• Proficiency with SQL and analytics platforms to support client reporting and strategic decision-making.
• Proven ability to drive cross-functional collaboration across product, engineering, and customer-facing teams.
• Experience operating in a startup environment (Series A–C preferred) with a proactive, ownership-driven mindset.
• Excellent communication and interpersonal skills with a white-glove service approach.
• Ability to work from our San Jose office and travel as needed (30%+).
• Familiarity with value engineering, usage-to-impact storytelling, and driving tangible business outcomes

What We Offer

• 🏥 Medical/Dental/Vision Insurance
• 🏝 PTO & Holidays
• ✨ Life Insurance

Compensation:

Salary is expected to be between $128,000 - $150,000 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.