Director, RevOps/GTM Operations

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

We’re hiring a senior RevOps / GTM Operations leader to professionalize and scale GTM operations at interface.ai. This is an individual contributor role (not a people manager) for a strong operator who can think strategically and execute tactically. This is a senior IC role expected to operate independently and flex across Sales, CS, and Partner Ops.

You will own the operating system that makes revenue predictable and execution disciplined across Sales Ops, CS Ops, and Partner Ops. This is not a “process-only” role - you’ll use modern tooling, automation, and data rigor to create visibility, reduce chaos, and enable revenue growth.

Why this is a compelling opportunity

• Build the GTM operating system for a platform shift in banking. interface.ai is replatforming how financial institutions deliver customer experience with a unified AI experience layer.

• High-leverage role with clear ownership. You’ll bring discipline, clarity, and metrics across Sales, CS/AM, and Partnerships.

• 0 to1 rigor with real stakes. Tighten forecasting, commissions, renewals, and partner accountability - the fundamentals that make growth durable.

• Operator scope, not a back-office function. This role sits at the center of revenue execution and directly supports leadership across Sales, Account Management, and Partnerships.

What You Will Do

1) Sales Ops (Revenue Predictability)

• Own Salesforce setup, hygiene, and reporting as the system of record.

• Define and operationalize: pipeline hygiene standards, stage definitions, required fields, and inspection cadence.

• Drive forecasting rigor: weekly forecast process, leading indicators, and consistent definitions.

• Own quota planning clarity and rep performance metrics (pacing, attainment, productivity).

• Build and maintain reporting dashboards leadership trusts (pipeline, conversion, cycle time, forecast accuracy).

• Formalize commission tracking and structure: ensure commission plans are tracked, understood, and executed cleanly (including clear commission letters / documentation where applicable).

2) CS Ops / Account Management Ops (Renewals + Expansion Discipline)

• Partner closely with the VP of Customer Success to define and run CS/AM operating cadence, metrics, and renewal/expansion workflows.

• Implement customer lifecycle management processes that ensure renewals and expansions are visible and owned.

• Build renewal tracking systems and workflows (timeline, risk flags, owners, next steps).

• Define and maintain account health metrics and CS/AM productivity reporting.

• Establish process clarity across account management (handoffs, renewal motions, expansion workflows).

• Ensure leadership has consistent visibility into the renewal pipeline and expansion forecast.

3) Partner Ops (Partner Pipeline + Accountability)

• Create partner pipeline tracking and reporting that is as rigorous as direct sales pipeline.

• Define co-selling structure: stages, ownership, responsibilities, and partner-driven next steps.

• Build partner performance measurement and accountability metrics (pipeline created, influenced revenue, conversion).

• Track partner integrations and milestones where needed; maintain structured partner reporting for leadership.

Tooling, Automation, and Operating Leverage

• Build operational leverage using modern tooling and automation (including AI where helpful) to reduce manual overhead.

• Create clear definitions and ownership across GTM teams; eliminate ambiguity in “who owns what.”

• Identify operational bottlenecks and implement fixes that increase execution velocity.

What Success Looks Like (Measurable Outcomes)

Within the first 60–90 days, this person will have:

• Clear, consistent visibility into quota, pipeline, forecast, and performance metrics for every rep.

• A working commission tracking process where reps understand how they are paid and leadership has clarity.

• A renewal/expansion operating rhythm with clear owners, timelines, and health signals.

• Partner pipeline tracking that enables leadership to see partner contribution and holds partners accountable.

• Dashboards and operating cadence that tighten GTM discipline and reduce chaos.

What You Bring

• Senior-level experience in GTM Ops / RevOps / Sales Ops, with meaningful ownership in structured environments.

• Strong capability across at least two of these and comfort owning all three:

• Sales Ops

• CS Ops / Account Management Ops

• Partner Ops

• Deep Salesforce capability (admin-level comfort not required, but must be strong in setup, reporting, dashboards, and data hygiene).

• Strong analytical and operating rigor: metrics, systems thinking, dashboards, and process design that actually gets adopted.

• Modern tooling fluency: automation, productivity tracking tools, and practical use of AI to increase ops efficiency.

• High-ownership, independent operator who can influence across Sales, CS, Partnerships, and Leadership without waiting for direction.

• Strong communication and stakeholder management — able to drive alignment and execution.

Nice to Have

• BFSI / regulated enterprise experience (banks, credit unions, fintech).

• Experience building GTM ops foundations in a scaling startup environment.

Location

Bay Area

What We Offer

🏥 Medical, Dental & Vision Insurance
🏝 Generous PTO & Holidays
✨ Life Insurance

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.