Responsibilities

interface.ai builds agentic AI for credit unions and community banks, live in production at scale. We're moving our installed base onto our newest platform. This role sits between Customer Success and Sales. You'll own the commercial side of that transition: renewing, re-contracting and re-pricing customers onto the new platform. You'll then grow those accounts as they see value.
In your first months, most of your time goes to migration-driven renewals and re-contracting. Over time, the mix shifts toward expansion: new modules, new departments, larger commitments. You'll work alongside the Customer Success Manager, who owns delivery and customer outcomes, with Solutions Engineering, Product and Security behind you.
Lead the commercial side of customer transitions to the new platform: renewal timing, re-contracting, and moving customers onto new pricing models.
Explain new pricing and packaging clearly to executives, tie it to their outcomes, and negotiate with discipline within the discount approval process.
Build and quantify the ROI case from existing deployments (call deflection, hours saved, member satisfaction, cost per interaction) to support renewal and expansion.
Use every renewal to expand: new modules, departments, use cases and larger commitments.
Learn each customer's strategic plan, efficiency ratio and tech stack (core, digital banking, contact center), and watch business triggers (mergers, branch consolidations, call volume spikes, new product launches) to time the right offer.
Partner with the CSM on account health. Grow healthy accounts and stabilize troubled ones before pitching anything new.
Multi-thread across the C-suite (CEO, COO, CFO, CIO/CTO) and department leaders in Member Experience, Lending and Collections, so no account depends on one champion.
Navigate committee and board approvals, aligned to each institution's budget cycle.
Guide customers through vendor due diligence and third-party risk reviews with Security and Compliance.
Qualify, prioritize and forecast renewal and expansion opportunities using MEDDPICC.

Senior Account Manager at Interface AI · LumiJobs

Senior Account Manager

Responsibilities

Qualification

Required

Benefits

Company

Interface AI

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