Technical Project Manager

interface.ai; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

100% paid health, dental & vision care

401(k) & financial wellness perks

Discretionary PTO + paid parentalleave

Mental health, wellness & familybenefi

Mission-driven team shaping the future

Job summary

interface.ai is seeking a Technical Project Manager to lead end-to-end delivery for credit unions and community banks, managing complex, multi-phase implementations from contract through go-live and handoff to Customer Success. You will coordinate across Sales Engineering, Product, Support, and external vendors to keep workstreams on track.

You will drive adoption by ensuring configuration, testing, and training are completed and will contribute to improving our implementation playbooks and

Qualifications

• 4+ years of project management experience in fintech, SaaS, or enterprise software.
• Experience leading multi-phase implementations for external customers.
• Strong written and verbal communication, and executive reporting.

Responsibilities

• Own end-to-end delivery for assigned customers from contract to go-live.
• Develop schedules, milestones and risk mitigation plans.
• Serve as primary customer contact for delivery oversight.
• Coordinate with Sales Engineering, Product, Support and Success.
• Drive adoption through configuration, testing, training before go-live.
• Improve implementation methodology and playbooks.

Skills

Project management

Stakeholder communication

Agile / Scrum

AI / Conversational platforms

Education

Bachelor's degree in Business/Technology or equivalent

Tools

Jira

Microsoft Project

Confluence

Job description

About Interface.ai

interface.ai 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 interface.ai'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 interface.ai's products by ensuring configuration, testing, and training are completed to spec before go-live.
• Contribute to the continuous improvement of interface.ai'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 elevate, 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
• Discretionary PTO + paid parental leave
• Mental health, wellness & family benefits
• A mission‑driven team shaping the future of banking

WHY INTERFACE.AI

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 — bringing intelligent financial services to everyday Americans — is one you can explain to your family without a slide deck.

About the role

The Technical PM at interface.ai is not a coordinator — you are a delivery owner. Every credit union and community bank that goes live on our platform does so because of the work you drove. You will manage real complexity, navigate real stakes, and build the kind of implementation muscle that only comes from owning outcomes end‑to‑end at a company growing this fast.

The team we're building is small enough that your judgment shapes everything. The market we're in is large enough that what you build will matter for a long time.