AI Implementation Lead for Financial Institutions

Dreams 2 Reality Recruitment; San Francisco (CA); On-site; USD 185,000 - 230,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Discretionary PTO

Job summary

Dreams 2 Reality Recruitment is seeking a Technical Project Manager for an AI software company to lead customer implementations from contract signing to successful platform launch. You will guide credit unions and community banks through the deployment process and help build a scalable implementation function as the team grows.

As the first dedicated implementation hire, you will create repeatable processes, develop playbooks, and partner with Product, Solutions Architects, and Customer Success

Qualifications

• 4-8 years of experience in technical project management.
• Experience managing end-to-end software implementations within enterprise or mid-market customer environments at a B2B SaaS company.
• Bachelor's degree required.
• Experience using AI productivity tools such as ChatGPT or Claude.
• Strong organizational, communication, and stakeholder management skills.
• Ability to build, improve, and scale implementation processes in a fast-paced environment without relying on an existing playbook.

Responsibilities

• Manage 7-10 concurrent customer implementations from kickoff through go-live and a 2-4 week post-launch support.
• Lead customer kickoffs, weekly status meetings, and escalations while aligning timelines and deliverables.
• Coordinate integration timelines and implementation phases across core banking, online banking, lending, and credit card platforms.
• Collaborate with Solutions Architects, Product, and Customer Success to ensure successful deployments.
• Partner with Product teams to track, prioritize, and resolve product issues and enhancements discovered during implementations.
• Develop and establish repeatable implementation processes, documentation, and playbooks from the ground up.
• Help customers leverage self-service tools to optimize and improve their AI deployments.

Skills

Technical project management

End-to-end software implementations

Stakeholder management

Education

Bachelor's degree

Job description

Dreams 2 Reality Recruitment is seeking a Technical Project Manager for an AI software company to lead customer implementations from contract signing to successful platform launch. You will guide credit unions and community banks through the deployment process and help build a scalable implementation function as the team grows.

As the first dedicated implementation hire, you will create repeatable processes, develop playbooks, and partner with Product, Solutions Architects, and Customer Success