New

Principal Product Manager, Orbit

San Jose/ San Francisco Bay Area

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.

About Orbit

Orbit is our intelligent chat interface platform, designed to streamline banking through conversational, contextual, and self-directed digital interactions. It includes multiple key products:

  • Smart Transactions – Handle end-to-end transactional banking flows

  • Smart Discovery – Respond to informational queries using dynamic knowledge

  • Smart Conversions – Guide users through onboarding, application, and decisioning workflows

Together, these components form the core of a fully conversational banking experience. As Principal Product Manager – Orbit, you’ll lead the strategy, roadmap, and execution across this product suite, defining how millions of users engage with their financial institutions - conversationally.

What You’ll Do – Day to Day

This role offers end-to-end product leadership- from zero-to-one feature design to scaled rollouts across complex enterprise clients.

Define and Drive the Product Portfolio

  • Own the strategy and roadmap across Orbit's core products: Smart Transactions, Smart Discovery, and Smart Conversions.

  • Align these experiences into a unified conversational interface that handles task completion, knowledge retrieval, and action-oriented workflows.

Design for Conversational Intelligence

  • Build chat-native features that manage multi-turn flows, retain context, and guide users through personalized outcomes.

  • Own the conversational frameworks that determine how intents, memory, automation, and escalation are orchestrated in-product.

Drive Day-to-Day Execution

  • Develop clear PRDs and collaborate with engineering, design, AI research, and implementation to deliver timely, high-quality features.

  • Operate in sprint cycles- prioritizing what unblocks value, reduces friction, or deepens product adoption.

Build Intuition Through Research

  • Lead competitive analysis, customer interviews, and usability studies to ground decisions in real-world patterns.

  • Partner with support and implementation teams to synthesize product signals and close the loop on feedback.

Shape the Chat + Call Experience

  • Enable users to escalate to live conversations or schedule calls directly within the chat widget—bridging asynchronous and real-time support in a unified flow.

Enable Self-Serve Product Models

  • Promote in-product configurability for administrators—supporting dynamic workflow creation, content management, user segmentation, and analytics visibility.

  • Design flexible UX surfaces and tooling that empower institutions to manage their AI with minimal dependency on engineering or CX teams.

Build with an AI-First Philosophy

  • Collaborate with ML teams to iterate on routing, personalization, and automation performance.

  • Understand model capabilities and limitations, and ensure that product experiences are built around human-aligned, explainable, and high-confidence AI output.

What Success Looks Like

In your first 6–12 months, you will:

  • Launch the re-imagined and unified conversational flows across Orbit's chat modules that simplify banking tasks and improve self-service outcomes.

  • Increase customer satisfaction, transaction completion, and knowledge accuracy through product-led AI tuning.

  • Enable GTM teams to showcase Orbit’s capabilities across customer segments and drive adoption.

  • Deliver improvements to onboarding, workflow customization, and in-chat escalation that measurably reduce implementation time and increase usage.

What You Bring

Required

  • 4–6 years of experience in product management, with direct ownership of live customer-facing platforms.
  • Proven experience building B2C products with high user interaction and delivering measurable results

  • Background in software engineering, ML, or systems architecture, and fluency in technical conversations with engineering and research teams

  • Experience working on chat interfaces, guided workflows, or knowledge search/retrieval products.

  • Prior success in enterprise software, SaaS, or regulated verticals—ideally in fintech, healthtech, or productivity tools.

  • Demonstrated ability to lead product strategy while executing fast-paced, high-quality delivery.

  • Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.

Preferred

  • Experience with configuration-first product design, PLG growth loops, or platform-level APIs.

  • Familiarity with customer onboarding journeys, dynamic workflows, or agentic AI platforms

  • Knowledge of conversational UI best practices, privacy-sensitive product constraints, and customization for vertical-specific requirements.

Why You Should Consider This Role

  • Own a full-stack AI chat platform that serves as the digital front door for hundreds of financial institutions.

  • Design experiences used daily by millions of consumers who expect clarity, trust, and real-time value from their banks.

  • Work across multiple AI-powered products—each with their own UX surface, internal logic, and growth levers.

  • Be a force multiplier for the business: Orbit isn’t just chat—it’s discovery, transaction, onboarding, and support rolled into one platform.

Join a high-growth team that values autonomy, curiosity, technical depth, and customer empathy.

Compensation:

  • Compensation is expected to be between $180,000 - $210,000. Position has a bonus and Stock component. Exact compensation may vary based on skills and location.

What We Offer:

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

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.

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