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.
Role Overview
As a Technical Account Manager (TAM) at interface.ai, you will own the technical success of our customers—primarily banks and credit unions—from contract signature through renewal. You’ll act as a trusted technical advisor and strategic enabler, ensuring seamless onboarding, ongoing delivery, and maximum value realization from our AI solutions.
TAMs lead implementation workshops, align business needs to technical solutions, manage escalations, and work cross-functionally to drive automation, operational efficiency, and customer satisfaction. You'll collaborate closely with Customer Success Managers (CSMs), Tech, Product and Support to ensure successful outcomes and long-term customer health.
Key Responsibilities
- Serve as the primary technical point of contact for a portfolio of 10–12 customer accounts
- Lead end-to-end implementation activities from kickoff through go-live, including business requirement gathering and platform configuration
- Run technical workshops, coordinate UAT efforts, and ensure delivery aligns with customer goals
- Monitor post-go-live success, including platform usage, stability, and issue resolution
- Collaborate to identify and support expansion and upsell opportunities
- Translate technical issues from non-technical stakeholders into actionable tickets, specs, or change requests for internal teams
- Manage technical escalations and advocate internally for customer success
- Prioritize competing initiatives using customer sentiment, revenue impact, and delivery readiness
- Provide product feedback and influence roadmaps through structured, data-backed insights
- Leverage prompt engineering and generative AI tools to enhance workflows and support delivery
Qualifications
- 6+ years in a customer-facing technical role such as TAM, Solutions Engineer, or Implementation Consultant
- Experience supporting complex SaaS implementations, ideally for enterprise or financial clients
- Experience with conversational AI (chatbots, voice, IVR, LLMs) and knowledge base workflows
- Familiarity with SQL, Postman, API workflows, and troubleshooting
- Working knowledge of REST APIs and cloud infrastructure
- Proficiency with tools like Jira, Confluence, Salesforce, and UAT/test management workflows
- Ability to diagnose and communicate technical issues related to latency, call quality, or platform bugs
- Strong communication and stakeholder management skills, especially with non-technical users
- Leverage to your advantage generative AI tools and prompt engineering
Why This Role Matters
TAMs are the glue between our product and our customers’ outcomes. You’ll drive time-to-value, resolve high-impact issues, and ensure every customer experience is both technically excellent and strategically aligned. Your work directly impacts customer satisfaction, retention, and expansion—making you a key player in our customer success strategy.
Compensation
Salary is expected to be between $110,000 - $150,000 along with additional 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
