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 Us
interface.ai is the industry-leading AI provider focused exclusively on the banking and credit union space, serving over 100 financial institutions. Our integrated AI platform delivers a unified banking experience across voice, chat, and employee-facing solutions, all powered by cutting-edge proprietary Generative AI. Our mission is to transform banking by making every interaction personalized, secure, and seamless while improving operational efficiencies and driving growth.
Role Overview
We are looking for an experienced Project Manager to join our Customer Success team. This role will be responsible for driving visibility, accountability, and coordination across all customer engagements. The ideal candidate will have a proven track record of managing post-sale customer success initiatives and working cross-functionally with Customer Success Managers (CSMs), Technical Account Managers (TAMs), support, and product teams.
Key Responsibilities
- Track and report on all customer engagements, milestones, and KPIs using internal systems
- Own the creation and execution of support and remediation plans for at-risk accounts
- Develop custom reporting and insights for QBRs (Quarterly Business Reviews)
- Collaborate closely with CSMs and TAMs to align on engagement priorities, deliverables, and timelines
- Act as a point of coordination for customer-facing projects and ensure timely resolution to escalations
- Identify trends across accounts to recommend proactive solutions and process improvements
- Lead internally- and externally-facing program management touchpoints
What You Bring
- 5+ years of experience in a Project Manager role, preferably in a SaaS or customer-facing environment
- Proven experience supporting customer success, support, or technical account management functions
- Strong organizational and communication skills, with an ability to work cross-functionally in a fast-paced startup
- Hands-on experience managing customer engagement plans and tracking success metrics
- Familiarity with SMB banks and/or credit union operations is highly preferred
- Located in the Bay Area with the ability to come into our San Jose office on a regular basis
- Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.
Why This Role Matters
This Project Manager will play a critical role in helping us scale our customer engagement efforts during a period of rapid growth. Your work will directly impact customer satisfaction, retention, and the overall success of our AI deployments in the financial services sector.
- Total compensation is expected to be between $100,000 - $130,000. Total compensation is a mix of salary and variable compensation. Exact compensation may vary based on skills and location.
- 🏥 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.
