Sales Operations Manager

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 Sales Operations Manager at Interface.ai, you'll own the systems, processes, and analytics that power our entire GTM engine. This is a high-leverage, high-visibility role at a Series A company scaling fast, you'll partner directly with sales leadership to build the operational foundation that takes us from $25MM ARR to $100MM and beyond. If you love turning ambiguity into order, data into decisions, and process into pipeline, this role was built for you.

What You'll Do:

• Own the full RevOps function, CRM administration, GTM toolstack, data integrity, and workflow automation across Salesforce and HubSpot

• Build and maintain forecasting models, pipeline dashboards, and executive-level reporting that give leadership a clear, real-time view of the business

• Design and optimize lead routing, territory management, sales stage definitions, and handoff processes between BDR, AE, and Customer Success

• Partner with Finance on revenue planning, quota setting, and commission structure design and administration

• Lead GTM tool evaluation, implementation, and adoption (Outreach, ZoomInfo, Gong, and beyond)

• Serve as the single source of truth for revenue data, ensuring accuracy, consistency, and accessibility across teams

• Identify and eliminate process bottlenecks that slow deals, reduce forecast accuracy, or create friction in the sales cycle

• Own Deal Desk operations, manage quote-to-close hygiene, deal reviews, approval workflows, and pricing governance to keep deals moving cleanly

• Build the Sales Ops function from the ground up, with the opportunity to grow and lead a team as we scale

What We're Looking For:

• 5+ years of Sales Operations or Revenue Operations experience, ideally at a B2B SaaS, AI, or fintech company

• Salesforce expert, you've built it out, administered it, and maintained clean data at scale; custom objects, workflows, reports, and dashboards are second nature

• Analytical and data-driven, you build models, run analyses, and translate numbers into clear recommendations for leadership

• Process-obsessed, you see inefficiency and can't help but fix it; you build systems that scale

• Cross-functional communicator, you work seamlessly with Sales, Marketing, Finance, and CS, and you know how to influence without authority

• Startup-ready, comfortable with ambiguity, fast iteration, and building from scratch

• Experienced with GTM tooling, Outreach, ZoomInfo, Gong, HubSpot, or similar platforms are familiar territory

Nice to have:

• Experience at a Series A–C company building RevOps from scratch

• Prior exposure to financial services, banking, or fintech sales motions

• Experience managing or mentoring junior Ops team members

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 Americans

• Massive market moment, thousands of FIs still run on legacy systems; we're the modern alternative with proven traction

• Build something that matters, this is a true greenfield Ops opportunity; you'll set the standard, not inherit someone else's mess

• A seat at the table, you'll partner directly with sales leadership and have visibility across the entire revenue org

• Competitive compensation, base salary + bonus + equity in a Series A company on a strong growth trajectory

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

Compensation: $180k-$200k OTE + bonus potential + 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.