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Technical Project Manager, Implementations (Banking AI)

ScrumAID

San Francisco, CA · Posted November 1, 2026

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About the job

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.