AI Product Lead: Banking Onboarding & Implementation

Mixpeek

San Francisco (CA)

On-site

USD 140,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Equity package
Premium benefits

Job summary

Saris in San Francisco is seeking an AI Product Manager focused on Implementation and Onboarding to lead AI transformation in banking back offices. You will own the customer journey from early scoping to full AI implementation, ensuring smooth execution and maximum ROI.

This role blends client-facing work with product documentation and delivery. You will collaborate with sales, customer success, and product teams to ensure customer success while engaging with senior executives across financial

Qualifications

  • 5+ years of experience in implementation, product management, consulting, or enterprise onboarding, ideally with AI products in financial services.
  • Domain experience in American banks or credit unions.
  • Expertise in workflow mapping, use case identification, and translating needs into product specs.
  • Effective communication with senior executives and leaders at financial institutions.
  • Growth mindset, initiative, and desire to help customers succeed.

Responsibilities

  • Lead onboarding and implementation across customer departments with aligned timelines and scope.
  • Lead discovery calls to map use cases, edge cases, and integration needs.
  • Create product scoping documents and delivery blueprints for agentic AI workflows.
  • Engage executive stakeholders and demonstrate ROI and operational impact.
  • Collaborate with sales, customer success, and product to ensure customer success.

Skills

Onboarding
Product management
Executive stakeholder engagement
Discovery & scoping
AI product experience

Job description

Saris in San Francisco is seeking an AI Product Manager focused on Implementation and Onboarding to lead AI transformation in banking back offices. You will own the customer journey from early scoping to full AI implementation, ensuring smooth execution and maximum ROI.

This role blends client-facing work with product documentation and delivery. You will collaborate with sales, customer success, and product teams to ensure customer success while engaging with senior executives across financial

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