Senior Technical Project Manager

Valid8 Financial, Inc.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Equity

Benefits

Job summary

Valid8 Financial, Inc. is seeking a Senior Technical Project Manager based in New York to lead new customer deployments across the Polimorphic platform. You will ensure a seamless onboarding experience by translating complex use cases into structured implementation plans.

In this role, you will coordinate with teams and manage projects from kickoff through activation. The ideal candidate will have 6-10 years in SaaS implementation, strong organizational skills, and a passion for technology.

Come join a mission-driven team committed to delivering impactful solutions for local governments.

Qualifications

• 6-10 years of experience in SaaS implementation, onboarding, or project management.
• Strong organizational and communication skills for managing multiple projects.
• Comfortable with technical concepts like APIs and integrations.

Responsibilities

• Own end-to-end implementation of Polimorphic capabilities across the customer lifecycle.
• Create project plans, milestones, and track progress with stakeholders.
• Lead discovery sessions to document customer requirements and ensure successful onboarding.

Skills

Project management

SaaS implementation

Technical configuration

Cross-functional collaboration

Process improvement

Job description

Polimorphic builds AI-powered tools that streamline the work of local governments and improve the resident experience. From automating services with chatbots and voice lines to digitizing forms and improving internal workflows, we help local governments serve their communities better. We’re a mission-driven team passionate about delivering practical, impactful solutions.

We’re looking for a Senior Technical Project Manager to lead new customer deployments across the Polimorphic platform, ensuring a seamless, value-driven onboarding experience. You’ll translate complex use cases into well-structured implementation plans, coordinate internal and external stakeholders, excel in product knowledge and technical configuration, and manage projects from kickoff through activation.

You’ll work closely with Customer Success Managers, Product, Sales, and Engineering to deliver on-time, high-quality launches that make governments successful and confident in their investment.

What You’ll Do

Project Management

Own end-to-end implementation of Polimorphic capabilities across the customer lifecycle, from initial onboarding and scope execution through post-onboarding feature and module adoption in partnership with the CS.

Create and manage detailed project plans, milestones, and success criteria.

Coordinate cross-functionally to align expectations and deliver deployments on schedule.

Track and report implementation progress to internal stakeholders and customers.

Identify and mitigate risks, proactively communicating blockers and dependencies.

Customer Onboarding

Lead discovery sessions with customers to document processes, requirements, and goals.

Translate requirements into actionable configuration and data setup plans.

Deliver tailored training and documentation to ensure successful handoff to live operations.

Ensure each customer reaches “value realization” milestones, can demonstrate success with their first live use cases, and is well-positioned for positive ongoing management by their CSM.

Technical Configuration

Build customer-specific workflows in our no-code environment to model their processes, including form design, routing logic, approvals, and notifications.

Configure and tune Polimorphic AI agents to ingest and fit each customer's content and use cases; validate quality and troubleshoot throughout build and go-live.

Partner with engineering to stand up integrations with customer systems, owning the field mapping, data flow requirements and design, and end-to-end testing.

Cross-Functional Collaboration

Work with Product and Engineering to define configuration requirements and ensure readiness of new features.

Partner with Sales and CS to ensure smooth handoffs at kickoff and at activation and fluid implementation of post-onboarding project work and feature adoption.

Contribute feedback from implementations to improve templates, tools, and product usability.

Process Improvement

Maintain and continuously improve implementation templates, playbooks, and metrics.

Contribute to defining best practices for discovery, testing, and go-live readiness.

Help scale the implementation process as the customer base grows.

Qualifications

6-10 years of experience in SaaS implementation, onboarding, technology adoption consulting, or project management (GovTech experience a plus, but not required).

Strong organizational and communication skills; proven ability to manage multiple projects simultaneously.

Comfortable working with technical concepts (APIs, integrations, user permissions, data imports).

Ability to build trust with government partners and communicate clearly across roles and seniority levels.

PMP or similar project management certification is a plus but not required.

Demonstrated passion for emerging technologies and their real-world applications.

Why You’ll Love Working Here

A mission that matters: Create technology that lets governments of all sizes deliver for the people.

Early-stage ownership with real impact on company trajectory.

A collaborative, transparent culture that values your voice.

Competitive compensation, equity, and benefits.