Strategic Growth Account Manager, Platform Transitions

interface.ai; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k)

Daily meals

Commuter benefit

Wellness stipend

Claude AI tools

SF office on Montgomery

PTO & parental leave

Mental health benefits

Mission-driven team

Job summary

interface.ai is seeking an Senior Account Manager for Customer Growth & Platform Transition in San Francisco. You will own the commercial side of migrating customers to the new platform, handling renewals, re-contracting, and pricing transitions, with growth through expansion across modules and departments.

You will work with the CSM and cross-functional teams to time offers, articulate ROI, and drive multi-year deals.

Qualifications

• 5+ years in account management, customer success or full-cycle sales in B2B SaaS.
• Comfortable talking money with customers: pricing, packaging, renewals and multi-year negotiation.
• A track record of retaining and growing a book of business, with renewal and expansion results you can speak to.
• Background as a commercially minded CSM, or an AE who prefers building long-term customer relationships to hunting new logos.
• Excellent communication and executive presence, with the ability to influence decision-makers at all levels.
• Proven ability to manage a portfolio of accounts and multiple opportunities at once.
• Experience with MEDDIC/MEDDPICC or a similar qualification methodology.
• Plus: experience with consensus-driven buying (committees, boards, procurement), AI or CX platforms, or credit union and community bank accounts.
• Fluent with generative AI tools in your daily workflow.

Responsibilities

• Lead the commercial side of customer transitions to the new platform: renewal timing, re-contracting, and moving customers onto new pricing models.
• Explain new pricing and packaging clearly to executives, tie it to their outcomes, and negotiate with discipline within the discount approval process.
• Build and quantify the ROI case from existing deployments (call deflection, hours saved, member satisfaction, cost per interaction) to support renewal and expansion.
• Use every renewal to expand: new modules, departments, use cases and larger commitments.
• Learn each customer's strategic plan, efficiency ratio and tech stack (core, digital banking, contact center), and watch business triggers to time the right offer.
• Partner with the CSM on account health. Grow healthy accounts and stabilize troubled ones before pitching anything new.
• Multi-thread across the C-suite and department leaders so no account depends on one champion.
• Navigate committee and board approvals, aligned to each institution's budget cycle.
• Guide customers through vendor due diligence and third-party risk reviews with Security and Compliance.
• Qualify, prioritize and forecast renewal and expansion opportunities using MEDDPICC.
• Turn satisfied customers into references, case studies and conference co-presenters, and share customer feedback with Product.

Skills

Account management

Pricing & negotiation

Executive communication

MEDDPICC

Portfolio management

Cross-functional collaboration

Generative AI proficiency

Credit union / community bank domain

Tools

CRM software

MEDDPICC process

Job description

interface.ai is seeking an Senior Account Manager for Customer Growth & Platform Transition in San Francisco. You will own the commercial side of migrating customers to the new platform, handling renewals, re-contracting, and pricing transitions, with growth through expansion across modules and departments.

You will work with the CSM and cross-functional teams to time offers, articulate ROI, and drive multi-year deals.