Business Development Representative (BDR)

Posted Yesterday
Be an Early Applicant
San Francisco, CA, USA
In-Office
90K-115K Annually
Junior
Artificial Intelligence • Fintech
The Role
Conduct high-volume outbound prospecting to identify and qualify prospects at credit unions and community banks. Research accounts, personalize outreach, qualify inbound leads, maintain CRM records (Salesforce/HubSpot), collaborate with AEs on territory strategy, and hit weekly/monthly activity and pipeline targets while contributing to process and playbook improvements.
Summary Generated by Built In

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

Series A · $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

 

Skills Required

  • 1+ years of BDR/SDR experience
  • Experience in SaaS, AI, or Fintech
  • Familiarity with LinkedIn Sales Navigator, ZoomInfo, Outreach, Salesforce, and HubSpot
  • Ability to execute high-volume outbound prospecting via email, phone, and LinkedIn
  • Experience maintaining accurate CRM records and routing qualified leads
  • Proven ability to meet weekly and monthly activity, meeting, and pipeline targets
  • Driven, self-sufficient, strong sense of urgency, and startup-ready
  • Detail-oriented with big-picture mindset and strong relationship-building skills
  • Clear and compelling written and verbal communication with consistent follow-through
  • Flexible, coachable, and collaborative team player willing to own initiatives
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The Company
HQ: Covina, California
135 Employees
Year Founded: 2019

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

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