Job Details

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. We aim to put financial well-being on autopilot to help solve this problem.

Role Overview

Reporting directly to the VP of Marketing, Jack Chawla. you will serve as a high-impact Player-Coach responsible for scaling a world-class Business Development team. You will lead a high-performing pod of BDRs while maintaining a personal quota, modeling the exact outbound excellence required to penetrate the credit union and banking sectors. By optimizing our tech stack and refining our ICP, you'll play a pivotal role in accelerating our pipeline and shaping the future of our sales organization.

What You'll Do:

• Lead by example, 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 Apolloio, Sybill.ai, Zoominfo, 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 Account Executives, 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
• Build AI SDR flows for low signal inbound leads
• Hire and train new BDRs and create a career path for BDRs to AE roles.

What You'll Bring:

• 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
• 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

Bonus Points:

• FinTech, SaaS, or AI‑for‑CX background
• Familiarity with revenue‑intelligence tools (Sybill) and intent data providers (ZoomInfo)
• Knowledge of banking industry
• Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.
• Built AI SDR flow

Compensation:

• Total compensation is expected to be between $140,000 - $200,000. Total compensation is a mix of salary and 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.