5+ years of project management experience in financial services
Experience with customer service automation incorporating AI
Knowledge of financial institutions' regulatory and security requirements
Strong communication skills for technical and non-technical stakeholders
General programming knowledge in Java or Python
Adaptable problem solver in complex situations
Bachelor's degree in Computer Science, Engineering, or a related field
Responsibilities
Coordinate project from kick-off to go-live and beyond
Act as the primary liaison between customers and Kasisto
Participate in customer discovery to capture technical requirements
Identify project risks and suggest mitigation strategies
Drive consensus on project plans and timelines
Engage in project-specific development activities
Validate solutions in various environments
Create and maintain implementation documentation
Benefits
Comprehensive benefits package
Collaborative small team environment
Hands-on experience with leading AI technology
Full Job Description
Kasisto is seeking a skilled and versatile Technical Project Manager to work with customers on the implementation of agentic applications for financial services. This role will include extensive customer communications as well as development of tools to accelerate implementation and integration with customer systems as part of the end-to-end production solution. This full time position can be based in our New York City office or fully remote.
We will consider only candidates who reside in New York, New Jersey, Massachusetts, Georgia, or Texas. Key Responsibilities
Coordinate project activities from initial customer kick-off through successful production go-live and beyond.
Act as the primary liaison between the customer and Kasisto.
Participate in the discovery process with customers to capture their technical requirements and business objectives.
Identify project risks and mitigation options.
Drive consensus with the customer on project plans and timeframe.
Participate in project-specific development activities, either as the primary developer or contributing to a team effort.
Assist with validation of the complete solution in development, staging, and production environments.
Monitor and optimize deployments in response to evolving business needs.
Create and maintain the documentation archive specific to each implementation.
Required Skills
At least 5 years of hands-on experience in project management, preferably in the financial services industry.
Experience implementing customer service automation, preferably solutions incorporating AI and ideally agentic AI.
Working knowledge of the regulatory, security, and governance needs of financial institutions.
Strong ability to communicate clearly with technical and non-technical stakeholders from the trenches to the C-suite.
General knowledge of Java or Python sufficient for building, enhancing, and debugging proprietary tools.
Comfortable with solving problems in a complex and ambiguous context.
Willingness to "wear many hats" and "roll up your sleeves" as is common in a fast-paced, nimble company such as ours.
Bachelor's degree in Computer Science, Engineering, or a related field.
Desired Skills
Proficiency with AWS and Azure environments.
Capable of building production-ready scripts or code for data manipulation and API integration, either directly or using AI tools.
Experience with banking platforms such as Candescent, Q2, FIS, and Jack Henry.
Familiarity with voice systems and modern telephony.
Understanding of contact center architecture and operations.
Conversational Spanish fluency, ideally as a native speaker.
What We Offer
Base salary of $110,000 to $130,000, commensurate with experience.
Comprehensive benefits package.
Collaborative work environment within a small team focused on delivery projects.
Hands-on experience with leading AI technology.
Unfortunately, we are unable to provide visa sponsorship now or at any time in the future, and relocation assistance will not be provided.
About Kasisto
Kasisto is a leading provider of conversational AI technology for the financial services industry. The company's platform allows banks and other financial institutions to create intelligent virtual assistants that can help customers with a wide range of tasks, from checking their account balances to applying for loans. Kasisto's technology is powered by natural language processing and machine learning algorithms, making it easy for customers to interact with their financial institutions in a more natural and intuitive way. The company was founded in 2013 and is headquartered in New York City.
