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.
Head of Customer Success
The Head of Customer Success will lead and scale our Customer Success organization, ensuring customers achieve maximum value from the Interface platform while driving retention, expansion, and customer advocacy. This role is pivotal in building long-term relationships with enterprise and mid-market clients, fostering a customer-centric culture, and delivering measurable business impact. As a key leader, you will play a crucial role in shaping our customer engagement strategy and identifying opportunities to maximize customer value while driving revenue growth.
What You Will Do
Strategic Leadership & Value Realization
- Lead the onboarding process, ensuring a seamless transition from sales to delivery and accelerating time-to-value.
- Develop and execute a customer success strategy aligned with company growth goals, focusing on customer outcomes and value realization.
- Create and implement structured playbooks for onboarding, adoption, renewal, and expansion as well as escalated account handling.
- Identify and capitalize on customer value opportunities, ensuring our solutions continuously drive measurable business impact for clients.
- Build and optimize frameworks that improve customer adoption, engagement, and lifetime value.
- Establish best-in-class processes to enhance operational efficiency and ensure scalable growth.
Retention & Growth
- Develop and implement customer health metrics, predictive analytics, and risk assessment models to proactively address churn and enhance engagement.
- Identify key improvement opportunities through data-driven insights and customer feedback.
- Partner closely with Sales to craft and execute upsell and cross-sell strategies that align with customer needs and maximize lifetime value.
- Build trusted advisor relationships with key customers, ensuring continued success and driving long-term loyalty.
- Partner with our Account Management team to drive renewals and contract expansions, leveraging strategic engagement to maintain high retention and renewal rates.
Team Leadership & Development
- Build, scale, and mentor a high-performing Customer Success team that is passionate about delivering customer value.
- Foster a culture of accountability, setting clear KPIs and performance metrics for continuous improvement.
- Drive team excellence through structured training, mentorship, and professional development programs.
Customer Advocacy & Thought Leadership
- Act as the voice of the customer internally, ensuring feedback informs product innovation and service enhancements.
- Develop strong relationships with key clients, acting as an executive sponsor and trusted advisor.
- Partner with internal teams to co-create tailored solutions that align with customer goals and evolving needs.
- Drive thought leadership through customer engagement programs, including case studies, testimonials, and industry insights.
Operational Excellence & Efficiency
- Implement and optimize customer success tools and processes, including CRM and analytics platforms such as Salesforce.
- Establish standardized reporting on customer health scores, satisfaction metrics (e.g., NPS, CSAT), and engagement trends.
- Continuously refine operational strategies to enhance scalability, efficiency, and impact.
Cross-Functional Collaboration
- Work closely with Product and Engineering to influence the roadmap based on customer feedback and market trends.
- Partner with Marketing to develop compelling customer narratives, case studies, and success stories.
- Collaborate with Sales to drive seamless handoffs and ensure alignment on customer value strategies.
What You Bring
- 10+ years of experience in Customer Success or Account Management roles, with at least 5 years in leadership positions.
- Experience working with AI-powered technologies or customer experience platforms is a plus.
- Proven track record of managing and scaling customer success organizations in a SaaS company, preferably in FinTech.
- Deep understanding of SaaS business models and key metrics, including NRR, churn, and LTV.
- Exceptional leadership and people management skills, with experience leading global teams.
- Ability to navigate complex, enterprise-level customer relationships and drive executive engagement.
- Strong analytical and problem-solving skills; ability to leverage data to inform strategy and drive decisions.
- Excellent communication and presentation skills, with the ability to engage and influence senior stakeholders.
Compensation
Base compensation is expected to be between $150,000- $175,000. Exact compensation may vary based on skills and location.
What We Offer
💻 Remote-First Policy
🏥 Medical/Dental/Vision Insurance
🏝 PTO & Holidays
✨ Life Insurance
This is an opportunity to lead and shape a world-class Customer Success function, drive meaningful impact, and be a key contributor to Interface AI’s growth and customer-centric vision.
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.
