Chief of Staff

San Jose/ San Francisco Bay Area

Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. 

We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. 

Ultimately, our mission is to drive financial well-being for millions of consumers.

With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.

 

Role Overview:

As Chief of Staff, you will operate as a strategic extension of the CEO — driving focus, alignment, and execution across the company. You’ll play a pivotal role in scaling the organization, shaping cross-functional priorities, and ensuring operational excellence as we accelerate growth. 

This is a high-impact, high-visibility role, ideal for someone who thrives in ambiguity, has a strong strategic mindset, and can execute quickly. You will work closely with the leadership team to drive strategic initiatives, ensure accountability, and turn strategy into action.

The scope of work will range from strategic initiatives that help the organization scale to tactical and operational activities — including managing the CEO’s inbox, scheduling meetings, prioritizing communications, and ensuring the CEO’s time is focused on the most important issues.

 

Key Responsibilities:

Strategic Execution & Company Prioritization:

  • Partner closely with the CEO to define, operationalize, and track company-wide strategic priorities and initiatives.
  • Act as a thought partner to the CEO — surfacing insights, identifying gaps, and accelerating decision-making.
  • Manage day-to-day CEO workflows, including inbox triage, scheduling, and follow-ups to ensure operational efficiency.

Cross-Functional Program Leadership:

  • Drive execution of high-priority initiatives across GTM, Product, and Operations.
  • Work with the CEO and functional leaders to align strategic projects with business goals.
  • Ensure key initiatives are resourced, on track, and delivering measurable outcomes.

Metrics, Visibility & Governance:

  • Build dashboards and reporting cadences that give leadership clear visibility into performance (e.g., pipeline health, adoption, retention, org scaling).
  • Anticipate and unblock operational issues before they escalate.
  • Ensure a strong rhythm of communication and accountability across the org.

Stakeholder & Investor Engagement:

  • Partner with the CEO on board communications, investor updates, and strategic narrative.
  • Support external engagements with key customers, partners, and industry stakeholders.
  • Coordinate preparation and follow-up for key leadership and investor meetings.

Leadership Leverage:

  • Act as a force multiplier for the CEO’s time — ensuring focus on the highest priorities.
  • Own preparation and follow-up for leadership meetings, strategic offsites, and decision forums.
  • Drive clarity and alignment across teams through structured communication and coordination.

 

Qualifications:

  • 8+ years of experience in management consulting, strategy, operations, Chief of Staff, or equivalent roles in a high-growth B2B SaaS or technology environment.
  • Experience working as a Chief of Staff in scaling organizations during Series A–C growth stages is preferred.
    Proven ability to lead cross-functional initiatives and work with senior executives.
  • Exceptional communication, analytical, and structured problem-solving skills.
  • High bias for action with the ability to operate in fast-paced, ambiguous environments.
  • Based in the Bay Area with ability to work from the office as necessary.

Why This Role Matters:

  • This is a foundational role working directly with the CEO and leadership team.
  • You’ll shape how the company operates and scales during its most critical growth stage.
  • Your impact will be visible in faster execution, stronger alignment, and accelerated business outcomes.

 

Compensation:

  • Salary and Variable Compensation: $200,000 – $225,000 (depending on experience)
  • Equity package commensurate with stage and impact potential.

Benefits:

  • 💡 100% paid health, dental & vision care
  • 💰 401(k) match & financial wellness perks
  • 🌴 Discretionary PTO + paid parental leave
  • 🏡 Remote-first flexibility
  • 🧠 Mental health, wellness & family benefits
  • 🚀 A mission-driven team shaping the future of banking

 

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.

Create a Job Alert

Interested in building your career at Interface AI? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Interface AI’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.