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 enterprise clients, understanding their business objectives and using that knowledge to help them achieve their goals through our platform.
- Lead the onboarding process, ensuring a smooth transition from sales to delivery.
- Gather technical requirements and artifacts and act as a technical and non-technical liaison between key stakeholders.
- Establish and maintain strong relationships with clients, ensuring their satisfaction and loyalty to [Company Name].
- Work closely with clients to understand their needs and requirements and collaborate with internal teams to develop and deliver solutions that meet those needs.
- Proactively monitor client usage and identify opportunities to upsell or cross-sell additional products and services.
- Conduct regular client check-ins (weekly/biweekly) and Quarterly Business Reviews (QBRs) to demonstrate ROI and progress against success criteria.
- Develop and maintain a deep understanding of our platform, its capabilities, and its use cases.
- Provide clients guidance and best practices on leveraging the platform to achieve their business objectives.
- Act as an advocate for clients internally, ensuring their needs are addressed, and their feedback is heard.
- Develop and maintain a deep understanding of the market and competitive landscape and use that knowledge to inform product development and sales strategies.
- Provide regular updates and reports to internal stakeholders on client health, usage, and project status.
What You Will Bring
- 5+ years of experience in customer success or account management in the technology industry, preferably working with enterprise clients.
- Strong understanding of SaaS business models and software development lifecycles.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Proven ability to manage complex projects and timelines and to prioritize and multitask effectively.
- Strong analytical and problem-solving skills, with the ability to identify and address customer needs and requirements.
- Experience working with AI-powered technologies or customer experience platforms is a plus.
- Ability to work independently in a remote environment, with high self-motivation and self-discipline.
What We Offer
- 💻 Remote First Policy
- 🏥 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.
Top Skills
What We Do
interface.ai is an AI leader specializing in Intelligent Virtual Assistants for the financial sector. By integrating its deep banking domain understanding with AI, interface.ai is transforming interactions between banks, credit unions, their customers, and employees, leading the charge into the era of Interactive Intelligence for Banking.
Unveiling interface.ai's New Product Suite Powered By Generative AI:
Discover Sphere for Customers - an industry-first, ChatGPT-like universal channel revolutionizing banking through intelligent guidance, innovative plugins, and personalized AI assistance.
Discover Sphere for Employees - an industry-first, ChatGPT-like universal channel that replaces 14-15 applications traditionally juggled by frontline staff, thereby enhancing frontline operations' efficiency by 10x.
Learn more: https://interface.ai/solutions/sphere-generative-ai-assistant-chatgpt-for-creditunions-and-banks
