JOB-1671
A Series A software company whose AI agents serve member-owned banks and local lenders is hiring its first dedicated implementation manager. Rollouts have so far been run by the customer success team; this hire would take over delivery and help build the program as a new self-serve platform alters how customers launch and tune their agents.
Scope
- Juggle seven to ten customer projects concurrently, starting at post-contract kickoff and ending after launch plus a support period lasting a few weeks
- Run kickoff sessions and weekly customer meetings, handle escalations and keep customer and internal teams on schedule
- Sequence and schedule the connections to core processing, digital banking, loan origination and card platforms, coordinating with solution architects, the product group and account teams
- Triage bugs and requested product changes that come up during rollouts, ranking them and driving fixes with the product team
- Create reusable rollout playbooks, including guidance on how customers use self-serve tooling to continue refining their AI setups
Qualifications
- Four to eight years as a technical project manager
- End-to-end ownership of deployments inside enterprise or mid-market customer environments at a B2B SaaS company
- Comfort building and refining process without an existing playbook
- Everyday use of AI productivity tools such as Claude or ChatGPT
- A bachelor’s degree
- Experience delivering software to community financial institutions, and familiarity with conversational or agentic AI, are pluses
- Readiness to travel to customer sites for 10 to 20 percent of the month
On-site in the San Francisco Bay Area, five days a week. Visa transfers considered.

