Business Development Representative (BDR)

interface.ai; San Francisco (CA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) program

Daily meals

Commuter benefits

Wellness stipend

AI tools access

Equity

Job summary

interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI, and we're growing fast in production with real outcomes. The BDR will prospect credit unions and community banks nationwide, qualify leads, and collaborate with Account Executives to build a strong pipeline.

Ideal candidates have 1+ year BDR/SDR experience in SaaS/Fintech, are coachable, and comfortable using LinkedIn Navigator, ZoomInfo, Outreach, Salesforce, and HubSpot.

Qualifications

• 1+ years of BDR/SDR experience, ideally in SaaS, AI, or Fintech preferred.
• Driven and startup-ready, you thrive in fast-paced environments and don't wait to be told what to do.
• Eager to master the tools of the trade, LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce are on your radar (or already in your toolkit).
• Self-sufficient with a strong sense of urgency - you're hardworking, humble, and hold yourself accountable.
• Detail-oriented and big-picture mindset, relationship and trust builder.
• A clear and compelling communicator, written and verbal, with consistent follow-through on every commitment.
• A true team player, you collaborate across functions, contribute to shared goals, and want to own initiatives beyond your core responsibilities.
• Flexible and coachable, you adjust quickly, take feedback well, and give it just as constructively.
• Culture-first, you're energized by working alongside a tight-knit team that works hard and genuinely invests in each other's success

Responsibilities

• Execute high-volume outbound prospecting via email, phone, and LinkedIn to engage key decision-makers at target financial institutions
• Research accounts to identify the right contacts and craft personalized outreach that cuts through the noise
• Qualify inbound leads and route them to the right Account Executive with clear, actionable context
• Maintain accurate and up-to-date records in Salesforce and HubSpot to keep the team moving
• Collaborate closely with AE’s on territory strategy, account targeting, and pipeline development
• Hit weekly and monthly activity, meeting, and pipeline targets, and raise the bar as you go
• Take ownership beyond prospecting: contribute to team projects, playbook development, and process improvements

Skills

Outbound prospecting

Communication skills

Team collaboration

Adaptability

Tools

LinkedIn Sales Navigator

ZoomInfo

Outreach

Salesforce

HubSpot

Job description

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.

About Interface.ai

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.

About the Role

As a Business Development Representative (BDR) at interface.ai, you'll be in charge of identifying, engaging, and qualifying new prospects at credit unions and community banks across the country. This is a high-impact role at a pivotal moment in our growth, and the right person will have a clear path to a closing role and beyond. If you're hungry, coachable, and ready to build something real, this is your seat.

What You'll Do

• Execute high-volume outbound prospecting via email, phone, and LinkedIn to engage key decision-makers at target financial institutions


• Research accounts to identify the right contacts and craft personalized outreach that cuts through the noise


• Qualify inbound leads and route them to the right Account Executive with clear, actionable context


• Maintain accurate and up-to-date records in Salesforce and HubSpot to keep the team moving


• Collaborate closely with AE’s on territory strategy, account targeting, and pipeline development


• Hit weekly and monthly activity, meeting, and pipeline targets, and raise the bar as you go


• Take ownership beyond prospecting: contribute to team projects, playbook development, and process improvements

What We're Looking For

• 1+ years of BDR/SDR experience, ideally in SaaS, AI, or Fintech preferred


• Driven and startup-ready, you thrive in fast-paced environments and don't wait to be told what to do


• Eager to master the tools of the trade, LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce are on your radar (or already in your toolkit)


• Self-sufficient with a strong sense of urgency - you're hardworking, humble, and hold yourself accountable


• Detail-oriented and big-picture mindset, relationship and trust builder


• A clear and compelling communicator, written and verbal, with consistent follow-through on every commitment


• A true team player, you collaborate across functions, contribute to shared goals, and want to own initiatives beyond your core responsibilities


• Flexible and coachable, you adjust quickly, take feedback well, and give it just as constructively


• Culture-first, you're energized by working alongside a tight-knit team that works hard and genuinely invests in each other's success

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

• $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 is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

Compensation Range: $90K - $115K