Technical Project Manager

About

is redefining how financial institutions serve their members through agentic AI and conversational AI — and we're doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash-flow positive. A mission that matters: democratizing financial wellness for every American, not just the ones who can afford a private banker.

Key Responsibilities

• Own end-to-end delivery of '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 's products by ensuring configuration, testing, and training are completed to spec before go-live.

• Contribute to the continuous improvement of '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

Why

Series A · $30M raised · Cash-flow positive — we're not burning cash hoping the product works. It works. Customers are live, revenue is real, and the mission is one you can explain to your family without a slide deck.

You'll work directly with Bruce Kim (CTO / Co-Founder), who sets the technical bar and goes deep on the hardest problems, and Srinivas Njay (CEO), who is hands-on daily across product and engineering. Founding-team-tier equity, top-of-market base, comprehensive benefits, and a modern San Francisco office worth showing up to. The team is small enough that your judgment shapes everything, and the market is large enough that what you build will matter for a long time.

is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees