June 17, 2026
Executive Assistant, CFO & CEO
Senior • On-site
138,204 - 172,704 USD/yr
San Francisco, CA
About the Role
We are looking for an exceptional Executive Assistant to partner directly with our CFO and CEO and help maximize the effectiveness, focus, and impact of both executive offices. This role is primarily CFO-facing, with the majority of day-to-day work driven by the CFO and related teams, while also providing essential calendar and communication support to the CEO.
This role goes beyond calendar management. The Executive Assistant will bring structure and precision to a fast-moving executive environment, supporting investor relationships, financial reporting cycles, M&A coordination, and cross-functional operations across Finance & Strategy, Accounting, BizOps, and Analytics teams.
What You'll Do
CFO Support & Operations (Primary)
- Own and proactively manage the CFO's calendar across daily, weekly, monthly, and quarterly planning horizons.
- Manage complex domestic and international travel, including itineraries and contingency planning.
- Handle expense reporting, approvals, and administrative workflows.
- Support confidential and personal requests with discretion.
- Provide operational assistance to Finance & Strategy, Accounting, Analytics, and BizOps teams.
- Identify delegation opportunities and improve executive leverage.
CEO Support (Secondary)
- Monitor and maintain the CEO's calendar, protecting focus time and resolving conflicts.
- Oversee inbox triage, flagging high-priority communications.
- Draft responses or summaries as needed.
- Partner with the Chief of Staff on priorities and meeting cadence.
- Ensure preparation for upcoming commitments.
Board & External Meeting Coordination
- Coordinate logistics for board prep meetings, investor calls, and strategic external meetings.
- Support preparation and distribution of board materials and pre-reads.
- Track follow-ups and action items from board and investor meetings.
- Maintain distribution lists and communication processes.
Finance Team & Project Coordination
- Gather and coordinate monthly and quarterly financial reporting materials.
- Organize Finance leadership meetings and business reviews.
- Track deliverables and deadlines across the Finance organization.
- Assist with executive presentations, spreadsheets, and financial memos.
- Partner with BizOps, FP&A, and Accounting to maintain visibility into OKRs and priorities.
Core Team Support & Accountability
- Support executive staff operating cadence and action tracking.
- Create visibility into executive OKRs and commitments.
- Document decisions and ensure follow-through.
CFO Offsites & Team Events
- Plan and execute CFO offsites and Finance team events.
- Coordinate logistics, agendas, communications, and follow-ups.
- Manage contractors and vendors as needed.
What You Bring
- 7+ years of executive support experience, ideally in a high-growth technology company.
- Experience managing investor, board, or M&A scheduling.
- Outstanding written and verbal communication skills.
- Proven discretion with sensitive financial and strategic information.
- Exceptional calendar, inbox, travel, and logistics management skills.
- Strong cross-functional stakeholder management abilities.
- High ownership mindset with strong attention to detail.
- Experience with Google Workspace, Slack, Navan, expense systems, and project management tools.
- Familiarity with financial reporting cycles or finance/accounting environments preferred.
Benefits
Additional benefits may include equity, company bonus eligibility, 401(k) plan, paid holidays, flexible PTO, parental leave, employee assistance and wellbeing benefits, global travel coverage, life/AD&D/STD/LTD insurance, FSA/HSA, and medical, dental, and vision coverage.
Pay Range
- Tier 1 Pay Range (San Francisco, New York City, Seattle): $159,000—$198,700 USD
- Tier 2 Pay Range (All other US Locations): $138,200—$172,700 USD
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14,583 - 18,750 USD/yr
🏢 Summary: Permanent Product Manager role focused on reimagining financial institution operations through AI-native solutions. The role involves identifying high-impact operational pain points and building end-to-end AI-driven products that replace legacy workflows in regulated banking environments. You will own the full product lifecycle and deliver ROI-driven solutions for enterprise financial institutions. 🗂️ Requirements: 5+ years product management experience, Experience in financial services operations, Experience building products for operations, risk, or compliance users, Experience owning full product lifecycle, Experience defining ROI-driven enterprise narratives, Strong customer discovery skills, Experience working in regulated financial environments, Hands-on use of AI tools for building prototypes and workflows 📃 Skills: AI, MachineLearning, Automation, ProductManagement, DataAnalysis, Prototyping, Compliance, FinTech, Cursor, Copilot, Claude, Replit 🏢 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: Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat. Key Responsibilities Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around Partner with platform teams to leverage shared AI infrastructure and capabilities Required Qualifications 5+ years in product management Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building Preferred Skills Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience Financial institution experience Built AI-powered automation for back-office or operations workflows Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery Who you are? You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $175,000 - $225,000, plus 10%bonus and stock options. 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.
Technology

Interface.ai
Senior Product Manager - Financial Solutions
Senior
On-site
Palo Alto, CA
14,583 - 18,750 USD/yr
🏢 Summary: Permanent Product Manager role focused on reimagining financial institutions’ operations by designing and launching AI-native solutions that replace legacy back-office workflows. The position owns the full product lifecycle and acts as a domain expert in regulated financial environments, driving ROI for enterprise clients. The role requires deep expertise in financial operations and building AI-powered automation from scratch. 🗂️ Requirements: 5+ years of product management experience, Experience in financial services operations (operational side of financial institutions), Experience building products for operations, risk, or compliance users, Experience owning full product lifecycle from discovery to launch, Ability to define and communicate ROI-driven value propositions for enterprise buyers, Strong customer discovery and validation skills, Experience working in regulated financial environments, Hands-on experience building AI-native workflows and automation 📃 Skills: AI, ProductManagement, FinancialServices, Operations, Compliance, Risk, Automation, Cursor, Copilot, Claude, Replit, AIagents, Scripting, Regulations, WorkflowAutomation 🏢 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: Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat. Key Responsibilities Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around Partner with platform teams to leverage shared AI infrastructure and capabilities Required Qualifications 5+ years in product management Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building Preferred Skills Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience Financial institution experience Built AI-powered automation for back-office or operations workflows Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery Who you are? You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $175,000 - $225,000, plus 10%bonus and stock options. 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.
Technology

Office Ally
Provider Account Executive
Mid
On-site
Orlando, FL
🏢 Summary: Sales role focused on selling revenue cycle and practice management software to healthcare providers within the SMB segment. The position drives new business through inbound and outbound prospecting, product demonstrations, and pipeline management using CRM tools. It requires healthcare B2B software sales experience and the ability to meet monthly revenue targets. 🗂️ Requirements: 1+ years of healthcare sales or related experience, Proven B2B sales experience selling software or services, Experience selling within the healthcare market, Understanding of provider-side healthcare operations, Ability to manage sales pipeline and meet sales quotas, Experience using CRM systems for sales tracking 📃 Skills: Salesforce, CRM, B2B, SaaS, Healthcare, Prospecting, LeadGeneration, RevenueCycleManagement, PracticeManagement, PipelineManagement 🏢 Description: About the Role We're looking for a Provider Account Executive to join our growing SMB sales team. As a Provider Account Executive, you will be focused on the healthcare space selling revenue cycle and practice management software to healthcare providers. You will play a crucial role in expanding our market presence and driving revenue growth within the small and medium-sized business segments. Leveraging your expertise in healthcare sales and your understanding of the needs unique to healthcare providers, you will manage both inbound and outbound campaigns to generate pipelines and drive to your monthly bookings quota. What You'll Do - Prospect and generate leads within the provider healthcare segment utilizing various channels to include cold calling, emailing, networking events, and industry partnerships. - Engage with inbound/marketing leads efficiently to provide a positive customer interaction. - Initiate and maintain contact with potential clients, build rapports, and maintain ongoing relationships. - Utilize Salesforce to manage the sales pipeline efficiently, tracking leads from prospect to close. - Work to stay informed on market trends and industry developments to position our products and services efficiently. - Conduct thorough needs assessments to understand prospective clients' pain points, goals, and objectives. - Develop and present compelling product demonstrations and proposals that showcase the value proposition of our solutions to potential clients. - Collaborate with internal teams, including but not limited to: Marketing, Product, Revenue Operations, Client Support, Account Management and Operations, to ensure successful new customer acquisition, current customer cross selling and seamless onboarding and implementation. - Maintain accurate and up-to-date records of sales activities, opportunities, and customer interactions using our CRM system. - Meet or exceed monthly and annual sales targets and objectives. What You'll Need - 1+ years of experience in healthcare sales, or related experience. - Proven track record of success in B2B sales, with a focus on selling software solutions or services within the healthcare market or similar industries. - Demonstrated understanding of the provider side of healthcare and associated market dynamics. - Strong understanding of the unique challenges faced by healthcare organizations in the provider segment. - Excellent communication and presentation skills, with the ability to articulate complex concepts in a clear and concise manner. Nice to Have - Bachelor's degree in business administration, marketing, healthcare administration, or related fields. Pay Transparency Office Ally is committed to fair and equitable compensation practices in alignment with pay transparency laws. Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. $55,000—$68,000 USD EEO Note Office Ally is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.