Key Responsibilities- Own end-to-end delivery of interface.ai's AI platform for assigned credit union and community bank customers - managing complex, multi-phase implementations from signed contract through successful go-live and handoff to Customer Success.
- Build and maintain detailed project schedules, work plans, and milestone trackers that account for customer readiness, third-party integrations, core banking dependencies, and telephony configuration - keeping every stakeholder aligned on what is due and when.
- Serve as the primary point of contact for the customer throughout implementation, consulting closely to translate their operational requirements into a structured, actionable delivery plan.
- Coordinate across internal teams - Sales Engineering, Product, Support, and Customer Success - as well as external vendors, core banking partners, and telephony providers to keep parallel workstreams moving without gaps or blockers.
- Proactively identify project risks, surface issues early, and bring a clear remediation plan to every stakeholder conversation - no surprises, no hidden red flags.
- Lead recurring status meetings and executive check-ins with customer stakeholders, communicating progress, upcoming milestones, and open items with clarity and confidence.
- Drive customer adoption of interface.ai's products by ensuring configuration, testing, and training are completed to spec before go-live.
- Contribute to the continuous improvement of interface.ai's implementation methodology - identifying process gaps, building repeatable playbooks, and raising the bar on delivery quality across the team.
Qualifications- Bachelor's degree in Business, Technology, or a related field, or equivalent combination of education and experience.
- 4+ years of project management experience, preferably in financial technology, SaaS implementation, or enterprise software delivery for financial institutions.
- Demonstrated experience leading large-scale, multi-phase implementations with external customers - managing competing timelines, third-party dependencies, and stakeholder expectations simultaneously.
- Proficiency with project planning tools including Gantt charts, Kanban boards, and project management platforms; able to build and maintain detailed work plans without relying on templates to think.
- Exceptional verbal and written communication skills - comfortable running executive status meetings, writing crisp project documentation, and navigating difficult conversations about scope, risk, and timeline.
- Strong problem-solving instincts: identifies issues before they escalate, owns the path to resolution, and keeps the project moving rather than waiting for direction.
- Experience working with credit unions, community banks, or other regulated financial institutions is a strong plus - understanding the compliance posture and deliberate pace of change in that buyer makes a meaningful difference.
- Familiarity with AI, conversational platforms, or contact center technology is an advantage; comfort ramping quickly on a technically complex product is a must.
- Skill in using AI and productivity tools - including prompt engineering with generative AI - to manage project communications, documentation, and stakeholder reporting more efficiently.
Benefits 100% paid health, dental & vision care
401(k) & financial wellness perks
Daily meals on us
🚇 Commuter benefit
Monthly wellness stipend
Claude Enterprise + frontier AI tools for every employee - build with the best
🏙 Brand-new 21st-floor SF office at 44 Montgomery - floor-to-ceiling views, worth showing up to
Discretionary PTO + paid parental leave
Mental health, wellness & family benefits
A mission-driven team shaping the future of banking
