Technical Customer Success Manager

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’ll Do
This is your opportunity to help shape how AI transforms financial services — making banking smarter, faster, and more human at scale. You’ll play a key role in how credit unions and banks adopt intelligent automation and drive real ROI.

As a Technical Customer Success Manager (TCSM), you will own the post-sales journey for your accounts, from onboarding through ongoing value delivery. You’ll ensure smooth implementation of our AI-powered chat and voice solutions, drive adoption, build deep stakeholder relationships, and partner cross-functionally to ensure success.

Key Responsibilities

• Lead onboarding, go-live execution, and ongoing customer success initiatives

• Serve as the technical and strategic advisor for assigned financial clients

• Partner with product, engineering, and delivery teams to ensure timely deployments

• Integrate across core banking systems (e.g., Jack Henry, Fiserv) and telephony platforms (e.g., Genesys, SIP, CTI)

• Run regular business reviews, usage analysis, and roadmap planning with clients

• Translate usage and performance data (via SQL/BI tools) into insights that demonstrate ROI

• Identify upsell/expansion opportunities and collaborate with Account Managers

• Act as the voice of the customer internally, driving enhancements and adoption strategies

What You Bring

• 3–5+ years of experience in Customer Success, Technical Post-Sales roles in SaaS, FinTech, or AI

• Experience managing complex B2B client relationships, ideally in regulated industries

• Familiarity with integrations and technical concepts (APIs, Postman, core banking, telephony, SQL)

• Proven track record of driving adoption, leading QBRs, and reducing churn

• Excellent communication skills across both technical and executive audiences

• Comfort managing 10–12 high-value accounts and prioritizing across multiple needs

• High accountability, ownership mindset, and ability to navigate ambiguity

Why This Role Matters
You’ll be central to our mission of transforming customer and employee experiences for financial institutions. As the face of the company post-sale, you’ll ensure our clients realize the full value of our AI solutions while shaping how success is delivered across hundreds of institutions.

What We Offer

• Competitive compensation package

• Equity options

• Medical/Dental/Vision Insurance

• PTO & Holidays

• Life Insurance

Compensation:

Salary is expected to be between $130,000 - $147,000 along with additional variable compensation. Exact compensation may vary based on skills and location.

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.