Lead Customer Success Strategist

2 weeks ago

San Jose, California, United States Interface Full time
About Us
Interface is a pioneering Conversational AI SaaS firm dedicated to delivering innovative solutions tailored for the financial services sector. We proudly support nearly 100 financial institutions today.

As one of the most rapidly expanding AI and financial technology companies, we have achieved a remarkable growth rate of 1600% over the past year and have been recognized among the top 100 fastest-growing fintech firms in Silicon Valley.

Our mission is to enable every financial institution to scale effectively while assisting their customers in attaining financial wellness.
Our core technology is developed entirely in-house, featuring several breakthroughs in Natural Language Understanding.

Our parser utilizes zero-shot learning, allowing us to deploy industry-specific Intelligent Virtual Assistants (IVAs) that can achieve over 90% accuracy from Day 1.

We are a team of over 120 professionals, with employees located across various regions.

Key Responsibilities
Act as the primary liaison for enterprise clients, comprehending their business goals and leveraging that insight to help them realize their objectives through our platform.

Foster and maintain robust relationships with clients, ensuring their satisfaction and loyalty to our services.

Collaborate closely with clients to identify their needs and requirements, working alongside internal teams to design and implement solutions that address those needs.

Proactively track client engagement and pinpoint opportunities for upselling or cross-selling additional products and services.
Develop and sustain a comprehensive understanding of our platform, its functionalities, and applicable use cases.
Offer guidance and best practices to clients on maximizing the platform to fulfill their business goals.
Serve as a client advocate internally, ensuring their needs are prioritized and their feedback is valued.

Maintain a thorough understanding of the market and competitive landscape, utilizing that knowledge to inform product development and sales strategies.

Provide regular updates and reports to internal stakeholders regarding client health and usage metrics.
Qualifications
Bachelor's degree in Business Administration, Marketing, Communications, or a related field.
5+ years of experience in customer success or account management within the technology sector, ideally with enterprise clients.
Strong grasp of SaaS business models and software development lifecycles.
Exceptional communication and interpersonal skills, with the ability to cultivate strong relationships with clients and internal stakeholders.
Demonstrated capability to manage complex projects and timelines, effectively prioritizing and multitasking.
Robust analytical and problem-solving skills, with the ability to identify and address customer needs and requirements.
Experience with AI-driven technologies or customer experience platforms is advantageous.
Ability to work autonomously in a remote setting, demonstrating high levels of self-motivation and discipline.
Compensation
Compensation is anticipated to range between $110,000 - $140,000, with exact figures varying based on skills and location.
What We Offer
Remote First Policy
Medical/Dental/Vision Insurance
PTO & Holidays
Life Insurance
At Interface, we are dedicated to fostering an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and recognize its importance to our success as a company.

We do not discriminate based on 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 are made based on business needs, job requirements, and individual qualifications. We strive to cultivate a culture that values and respects each person's unique perspective and contributions.

We encourage all qualified individuals to explore employment opportunities with us and are committed to ensuring that our hiring process is inclusive and accessible.

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