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.
- Lead, mentor, and 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 Apollo.io, 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 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
- 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
- Hands‑on mastery of Apollo.io, Nooks, HubSpot, Salesforce (or similar) for sequencing, reporting, and process automation
- 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
- Compensation is expected to be between $140,000 - $200,000 with additional variable compensation. Exact compensation may vary based on skills and location.
- 🏥 Medical/Dental/Vision Insurance
- 🏝 PTO & Holidays
- ✨ Life Insurance
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.
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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
