BDR

Interface AI

Posted 3 months ago

Full Time

San Francisco, California

In Person

Smart Summary

Responsibilities

Identify, engage, and qualify new prospects at credit unions and community banks through high-volume outbound outreach. Collaborate with Account Executives to develop territory strategies and maintain accurate records in CRM systems.

Qualifications

You have at least 1 year of BDR/SDR experience, preferably in SaaS, AI, or Fintech. You are driven, coachable, and eager to master sales tools like Salesforce, HubSpot, and LinkedIn Sales Navigator to identify and qualify new prospects.

Must Have Skills for ATS

Salesforce

HubSpot

LinkedIn Sales Navigator

ZoomInfo

Outreach

Job Description

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.

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

Why interface.ai:

- Real mission, real impact - you're helping credit unions and community banks compete in the age of AI, serving millions of everyday people

- Massive market moment - thousands of financial institutions still run on legacy systems; we're the modern alternative

- Career trajectory, BDRs at Interface.ai are on a clear path to AE roles as we scale our sales team

- A team worth joining - small, smart, and motivated; we work hard and take the culture seriously

- Competitive compensation - base salary + commission + equity in a Series A company with strong momentum!

Location: On-site, 5 days/week — San Francisco, CA (Financial District)

Compensation: Base Salary $60,000–$70,000 | OTE $120,000–$130,000 + equity

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.

Interface AI

interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions. Its AI platform delivers a seamless, unified experience across voice, digital, and employee-assisted channels, all powered by a single AI brain that continuously learns and operates autonomously. Committed to driving automation, ensuring compliance, and enhancing customer satisfaction, interface.ai offers pre-trained AI solutions that are easy to integrate, scale, and manage. Trusted by hundreds of financial institutions, interface.ai is dedicated to helping them achieve their business goals while empowering their customers to achieve financial wellness through agentic AI.
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