Location: 5 days in-office in San Francisco

Duration: Full-Time

Summary

The hiring manager wants a hands-on delivery owner who bridges the technical AI platform and the financial institution customers. They value clear communication, proactive risk management, and a track record of successful enterprise software delivery. They want someone who can improve the implementation methodology and help sustain the company's rapid growth.

About the Role

Own customer implementations, taking credit unions and community banks from signed contract to a successful AI go-live. Customer Success Managers have handled implementations until now. This is the first dedicated implementation hire, so you'll help build and scale the program as the new self-service platform changes how customers launch and improve their AI agents.

Role responsibilities:

manage customer implementations, project timelines, and integration of AI solutions with financial platforms.

What You'll Do

Run 7-10 customer implementations at once, from post-signature kickoff through go-live and a 2-4 week hypercare period
Lead kickoffs and weekly customer meetings, manage escalations, and keep customer and internal resources on schedule
Manage integration timelines and phasing for core banking, online banking, lending and credit card platforms, alongside Solutions Architects, Product and Customer Success
Work with Product to track, prioritize and resolve defects and product changes found during deployments
Build repeatable implementation playbooks from scratch, including how customers use self-service tools to keep improving their AI deployments

Pain Points and Needs

Dedicated resources are needed to manage customer implementations because of changes in product offerings
They want a candidate who can help build and scale the implementation program

Why Candidates Should Join

Profitable and funded: Raised a $30M Series A and is already cash-flow positive. Customers are live and the revenue is real.
Agentic AI in production: Hundreds of credit unions and community banks use the platform. It reaches 10M+ people across voice, digital and employee-assisted channels.
Build a new function: A brand-new role that splits implementations out from Customer Success. You'll own launches from signature to go-live and help build the program as it scales.
Competitive pay: Base of $185K-$230K plus a 10% bonus tied to launch success. Benefits include 100% paid health, dental and vision, plus 401(k) and discretionary PTO.
A clear mission: Bring financial wellness to every American, not just people who can afford a private banker.

Candidate Requirements

4-8 years of experience preferred, particularly in B2B SaaS and enterprise financial services
Familiarity with AI and integration processes. Technical skills in AI tools are a plus.
Ideal profile: Previous startup experience or a builder mindset is highly valued. Experience deploying solutions to financial institutions and familiarity with enterprise tech stacks.

Logistics

Work policy: 5 days in-office in San Francisco, with 10-20% travel for customer kickoffs and enablement sessions
Visa: Sponsorship available. Open to visa transfers (e.g. OPT, H1B transfers).
Tech stack: ChatGPT, Claude, Generative AI, Agentic AI, Conversational AI, Voice AI, project management platforms, Gantt charts, Kanban boards, ticketing/defect tracking tools, core banking platform integrations, online banking platform integrations, loan origination systems, APIs

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