Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant.
We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies.
Ultimately, our mission is to drive financial well-being for millions of consumers.
With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.
- Lead by example, coach a pod of 3‑6 BDRs - daily stand‑ups, call reviews, and data‑driven feedback loops
- Carry your own “player‑coach” quota for qualified meetings, consistently exceeding target to model best practice
- Design, test, and optimize multi‑touch cadences in Apolloio, Sybill.ai, Zoominfo, Nooks, HubSpot, and Salesforce (email, phone, LinkedIn, video)
- Build automated list segmentation, triggers, and enrichment workflows that keep the funnel full and clean
- Partner with Account Executives, Marketing and RevOps to refine ICP, territory plans, and hand‑off SLAs to AEs
- Analyze funnel metrics, surface insights, and present weekly dashboards to Sales leadership
- Recruit and onboard new BDRs, scaling playbooks as the team doubles in size
- Build AI SDR flows for low signal inbound leads
- Hire and train new BDRs and create a career path for BDRs to AE roles.
- 2+ years managing a small BDR/SDR team and 2+ years of individual‑contributor success (≥ 100 % to meetings quota for 4+ quarters)
- Preferred: Expertise prospecting credit unions and community/regional banks—you speak their language and know their buying cycles
- A knack for writing punchy, value‑led copy that turns cold prospects into warm meetings
- Data‑driven coaching mindset; you love A/B tests, talk‑track scorecards, and win‑loss reviews
- Bay Area residency and willingness to work from our offices in the South Bay 4‑5 days per week
- FinTech, SaaS, or AI‑for‑CX background
- Familiarity with revenue‑intelligence tools (Sybill) and intent data providers (ZoomInfo)
- Knowledge of banking industry
- Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.
- Built AI SDR flow
- Total compensation is expected to be between $140,000 - $200,000. Total compensation is a mix of salary and variable compensation. Exact compensation may vary based on skills and location.
Benefits
- 💡 100% paid health, dental & vision care
- 💰 401(k) match & financial wellness perks
- 🌴 Discretionary PTO + paid parental leave
- 🧠 Mental health, wellness & family benefits
- 🚀 A mission-driven team shaping the future of banking
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.
Top Skills
What We Do
interface.ai is an AI leader specializing in Intelligent Virtual Assistants for the financial sector. By integrating its deep banking domain understanding with AI, interface.ai is transforming interactions between banks, credit unions, their customers, and employees, leading the charge into the era of Interactive Intelligence for Banking. Unveiling interface.ai's New Product Suite Powered By Generative AI: Discover Sphere for Customers - an industry-first, ChatGPT-like universal channel revolutionizing banking through intelligent guidance, innovative plugins, and personalized AI assistance. Discover Sphere for Employees - an industry-first, ChatGPT-like universal channel that replaces 14-15 applications traditionally juggled by frontline staff, thereby enhancing frontline operations' efficiency by 10x. Learn more: https://interface.ai/solutions/sphere-generative-ai-assistant-chatgpt-for-creditunions-and-banks
