Strategic CSM – Enterprise FinTech AI Growth

interface.ai; San Francisco (CA); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

100% paid health, dental & vision

401(k) & financial wellness perks

Daily meals on us

Commuter benefit

Monthly wellness stipend

Claude Enterprise + frontier AI tools

SF office on 21st floor

Discretionary PTO + paid parentalleave

Mental health & family benefits

Mission-driven team

Job summary

interface.ai is redefining financial services with agentic AI and conversational AI. We are hiring for a strategic customer success leader to own named accounts, drive product adoption, and grow renewals and expansion across a fast-growing portfolio in San Francisco.

You will run executive business reviews, surface expansion opportunities, and translate platform metrics into compelling business narratives for C-level stakeholders. Join a mission-driven team building AI-native financial solutions.

Qualifications

• 5–10 years of experience in B2B SaaS, with named-account responsibilities.
• Proven track record in renewals, expansions and executive-level reviews.
• Strong data fluency and ability to translate metrics into strategy.
• Experience with CCaaS, or AI/financial services is a plus.

Responsibilities

• Own a named book of strategic accounts and act as trusted advisor to C-level stakeholders.
• Drive account health, product adoption, and renewal retention across portfolio.
• Lead QBRs/EBRs with executives, delivering data-driven insights and recommendations.
• Co-own expansion opportunities with Sales to drive NRR growth.
• Translate platform metrics into compelling business narratives to influence decisions.
• Be the technical product expert in customer conversations about AI offerings.
• Surface product gaps and adoption friction to Product/Engineering with data.
• Maintain accurate CRM documentation, renewal forecasts, and risk flags.

Skills

B2B SaaS

Named accounts

Executive communication

Data-driven selling

Renewals management

Expansion opportunities

Education

Bachelor's degree in Business

Tools

CRM (Salesforce)

Job description

interface.ai is redefining financial services with agentic AI and conversational AI. We are hiring for a strategic customer success leader to own named accounts, drive product adoption, and grow renewals and expansion across a fast-growing portfolio in San Francisco.

You will run executive business reviews, surface expansion opportunities, and translate platform metrics into compelling business narratives for C-level stakeholders. Join a mission-driven team building AI-native financial solutions.