---
title: 'Customer Success Manager at interface.ai'
canonical: 'https://feeny.ai/job/customer-success-manager-interface-ai-san-francisco-k2fx355h8fsg'
type: 'job'
last_seen: '2026-09-12'
---

# Customer Success Manager at interface.ai

- **Company:** interface.ai
- **Location:** San Francisco, CA
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-06-09
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/interface-ai/d58869e9-4b3a-4cdc-a53a-ca7ca234bfab/application

**Skills:** Prompt engineering, Generative AI tools

> Manage the full lifecycle of customer relationships, from onboarding and implementation to renewals and upsells. Act as a strategic partner to ensure customers achieve their goals using interface.ai's solutions while collaborating with internal teams to drive satisfaction and growth.

## Job description

Customer Success Manager San Francisco, CA About [Interface.ai](http://Interface.ai) [interface.ai](http://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

- Own a named book of strategic credit union and community bank accounts, serving as the primary point of contact and trusted advisor for VP- and C-level stakeholders.
- Drive account health, product adoption, and retention across your portfolio — proactively surfacing risk and leading recovery plays before customers escalate.
- Lead executive business reviews (QBRs and EBRs) with C-level and VP-level contacts at each strategic account, delivering data-driven insights and clear strategic recommendations.
- Identify and co-own expansion opportunities with the Sales team across the [interface.ai](http://interface.ai) product portfolio providing timely and accurate expansion signals to drive NRR growth.
- Translate platform metrics — automation, adoption and containment rates — into compelling business narratives that influence customer decisions and reinforce the value of [interface.ai](http://interface.ai).
- Serve as a technically credible product expert in customer conversations; understand how [interface.ai](http://interface.ai)'s AI products work at a functional level and speak confidently to AI related concepts.
- Act as the internal voice of the customer — surface product gaps and adoption friction to Product and Engineering with supporting data.
- Maintain accurate account health documentation, at-risk flags, and renewal forecasts in CRM with no surprises in forecast or renewal reviews.

## Qualifications

- Bachelor's degree in Business, Communications, or a related field.
- 5–10 years of experience in B2B SaaS, with at least 3 years in named-account or strategic customer success roles carrying direct renewal and expansion ownership.
- Demonstrated career progression through increasingly complex accounts with a clear record of growing account relationships and ACV over time.
- Proven track record leading executive business reviews and influencing C-level and VP-level stakeholders at financial institutions or enterprise customers.
- Strong commercial instincts: direct experience driving renewals, recovering at-risk accounts, and co-owning upsell and expansion opportunities with a sales counterpart.
- Data fluency is non-negotiable — you reference metrics naturally (NRR, adoption rate, automation) and use data to shape customer conversations and internal prioritization.
- Experience in CCaaS, conversational AI, contact center software, or financial services is a strong plus
- Comfortable going deep on product and AI concepts in customer-facing conversations; technically curious and able to ramp quickly on a complex, AI-native platform.
- Skill in using AI and productivity tools to scale your impact across a strategic account portfolio.

## Benefits

🩺 100% paid health, dental & vision care 💰 401(k) & financial wellness perks 🍜 Daily meals on us 🚇 Commuter benefit 💪 Monthly wellness stipend 🤖 Claude Enterprise + frontier AI tools for every employee — build with the best 🏙️ Brand-new 21st-floor SF office at 44 Montgomery — floor-to-ceiling views, worth showing up to 🌴 Discretionary PTO + paid parental leave 🧘 Mental health, wellness & family benefits 🚀 A mission-driven team shaping the future of banking

Why [interface.ai](http://interface.ai) Series A · $30M raised · Cash-flow positive — we're not burning cash hoping the product works. It works. Customers are live, revenue is real, and the mission is one you can explain to your family without a slide deck. You'll work directly with Bruce Kim (CTO / Co-Founder), who sets the technical bar and goes deep on the hardest problems, and Srinivas Njay (CEO), who is hands-on daily across product and engineering. Founding-team-tier equity, top-of-market base, comprehensive benefits, and a modern San Francisco office worth showing up to. The team is small enough that your judgment shapes everything, and the market is large enough that what you build will matter for a long time.

[interface.ai](http://interface.ai) is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

## About interface.ai

## Company Overview
- **One-liner**: Interface.ai provides agentic AI solutions—including voice, chat, and co-pilot assistants—purpose-built for community banks and credit unions, aiming to automate customer service and eliminate hold times.
- **Entity Type**: Private (raised $30M in Series A and debt financing, led by Avataar Venture Partners)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2019
- **Founders**: Srinivas Njay (Founder CEO)

## Core Business
- **Primary industry**: Financial technology (fintech) / Agentic AI for banking
- **Target customers**: B2B – community banks and credit unions (mid-size & small financial institutions)
- **Mission / Purpose**: To help financial institutions achieve their business goals and empower customers to achieve financial wellness through agentic AI ([interface.ai](https://interface.ai/))

## Products & Services
- **Nexus (CCaaS Platform)** – Launched in 2026 as the industry’s first fully agentic Contact Center as a Service platform. Handles every contact end-to-end with AI, eliminating hold queues and transfers, and only involving humans when judgment is needed. Claims to multiply agent capacity up to 10x ([cbinsights.com](https://www.cbinsights.com/company/interfaceai)).
- **Voice AI** – A phone-based solution that delivers human-like conversations, resolves routine inquiries at scale, and seamlessly hands off complex issues to human agents ([cbinsights.com](https://www.cbinsights.com/company/interfaceai)).
- **Sphere (Generative AI Assistant)** – A ChatGPT-like universal channel for customers and employees. Replaces 14–15 applications for frontline staff, increasing efficiency 10x. Offers intelligent guidance, plugins, and personalized AI assistance ([builtin.com](https://builtin.com/company/interface-ai)).
- **Digital AI Assistants & Co‑pilots** – Pre-trained for 60+ banking use cases, integrated with major core banking and customer management systems ([cbinsights.com](https://www.cbinsights.com/company/interfaceai)).

## Market Standing
- **Valuation / Market Cap**: Not disclosed
- **Key Metric**:
  - Annual Revenue: $3.3M (estimate from LinkedIn)
  - Total Funding: $30M (LinkedIn) or $40M (CBInsights, conflicting reports) – Series A ($20M) + Debt ($10M) led by Avataar Venture Partners in October 2024 ([linkedin.com/company/interface-ai](https://www.linkedin.com/company/interface-ai))
- **Notable Investors / Partners**: Avataar Venture Partners (lead investor); integrations with major core banking systems.
- **Growth Signals**:
  - 165 employees across 7 countries (India, US, Argentina, UK, UAE, Tunisia, Canada)
  - 160,634 LinkedIn followers (+23.6% YoY)
  - 35 active job postings (monthly growth +12.9%, quarterly +150%)
  - Recent product launch: Nexus at Financial Brand Forum (April 2026)
  - Headcount decreased 6.8% YoY (potential consolidation or pivot)

## Competitive Advantages
- **Deep domain focus**: Purpose-built for community financial institutions, not a generic AI platform.
- **Pre-trained banking AI**: Covers 60+ banking-specific use cases out of the box.
- **Fully agentic CCaaS**: Nexus eliminates the fundamental trade-off between automation and human escalation, handling entire calls autonomously.
- **Integrated ecosystem**: Compatible with major core banking systems and CRM platforms, reducing integration friction.

## Strategic Focus
- Scale adoption of Nexus among community banks and credit unions.
- Expand agentic AI beyond voice into digital and employee-facing channels.
- Continue vertical specialization to deepen moat in the small/mid-size banking segment.

## Why Work Here
- **Culture**: Described as “fast, collaborative, low-ego, and outcome-driven” by a Senior Product Manager on Indeed. Management is accessible and open to data-backed debate ([indeed.com](https://www.indeed.com/cmp/Interface.ai)).
- **Work model**: Primarily on-site at Covina, CA or San Francisco, CA offices (per Built In), but some remote/hybrid roles exist (e.g., Remote Project Manager on Indeed). Verify specific roles on the careers page.
- **Engineering focus**: 75 out of 165 employees (34%) are in technical roles; strong engineering leadership (VP Engineering, Directors).
- **Perks**: Health insurance; high-ownership product roles with direct customer impact.
- **Recent employee growth caution**: Headcount declined 6.8% YoY; some senior leaders have departed (e.g., Head of Partnerships left Mar 2026). However, active hiring (35 open roles) suggests ongoing investment.

## Sources
1. [interface.ai](https://interface.ai/)
2. [linkedin.com/company/interface-ai](https://www.linkedin.com/company/interface-ai)
3. [cbinsights.com/company/interfaceai](https://www.cbinsights.com/company/interfaceai)
4. [builtin.com/company/interface-ai](https://builtin.com/company/interface-ai)
5. [indeed.com/cmp/Interface.ai](https://www.indeed.com/cmp/Interface.ai)

## Other roles at interface.ai

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- [Software Engineer](https://feeny.ai/job/software-engineer-interface-ai-san-francisco-mjhad47fzg9b) — San Francisco, CA
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-interface-ai-san-francisco-6554ycaatmwc) — San Francisco, CA
- [VP of Sales](https://feeny.ai/job/vp-of-sales-interface-ai-san-francisco-v0ky8gnzrpa2) — San Francisco, CA
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- [Principal Product Manager - Domain PM](https://feeny.ai/job/principal-product-manager-domain-pm-interface-ai-san-francisco-sxme0vb3wxp9) — San Francisco, CA