Technical Project Manager: Customer Implementations

ZipRecruiter; Santa Clara (CA); On-site; USD 72,000 - 95,000; Full time

Job summary

Join a leading fintech company as a Technical Project Manager for Customer Implementations. This entry-level role focuses on onboarding financial institutions onto the Eltropy platform, managing projects, and gaining hands-on experience. Foster innovation and technology in community banking by leveraging cutting-edge AI solutions.

Benefits

Mentorship from experienced technical project managers

Develop valuable skills in enterprise SaaS

Work with leading community financial institutions

Qualifications

• Eager to learn about SaaS, AI, and financial technology.
• Passion for software technology and interest in project management.
• Interest in community banking and credit unions.

Responsibilities

• Assist with onboarding new customers onto the Eltropy platform.
• Troubleshoot implementation issues in collaboration with technical teams.
• Create and deliver customer training using AI-generated video.

Skills

Strong communication

Problem-solving mindset

Attention to detail

Education

Bachelors degree in Business, Information Systems, Computer Science, or related field

Job description

Job DescriptionJob DescriptionSalary: 72K- 95k - "Total cash component"

As one of Eltropys Technical Project Managers for Customer Implementations, youll join a high-impact team that leads our financial-institution customers through onboarding and adoption of our AI-powered communication platform. This is an entry-level role designed for recent college graduates who are eager to learn, grow, and make a difference at a fast-moving fintech start-up.

Youll gain hands-on experience managing customer onboarding projects, helping configure SaaS and AI solutions, and implementing integrations with core banking, lending and other financial services systems. With ongoing guidance from experienced mentors, youll develop technical, communication, and project management skills to launch your career in enterprise software delivery.

Must be willing to work from Santa Clara, CA headquarters (onsite 5 days per week)

"Please note that we do not offer visa sponsorship for this role."

What Youll Do:

Implementation & Project Support

• Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents.
• Support creation, configuration, and testing of SaaS instances and communication flows through voice, video, text messaging and chat channels.
• Coordinate tasks, schedules, and meetings to help ensure timely go-lives with quality.
• Troubleshoot implementation issues in collaboration with technical teams.

Learn the Technology

• Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems.
• Build expertise on Eltropys platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence
• Understand key financial services processes for lending, new accounts, collections, and consumer engagement.

Customer Training & Enablement

• Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials.
• Help build and customize training resources to improve onboarding for credit unions and community banks.
• Use tools like WalkMe to guide users through in-app experiences.

Be the Voice of the Customer

• Advocate for customer needs internally during implementation.
• Help identify and communicate product or process improvements based on real-world use cases.

Testing & Quality Assurance

• Assist in testing new releases before they go live.
• Report bugs, give feedback, and support release acceptance processes.

What You Bring:

• Bachelors degree in Business, Information Systems, Computer Science, or a related field. All majors are welcome to apply.
• Passion for software technology and interest in project management
• Strong communication and interpersonal skills
• Problem-solving mindset with attention to detail
• Eagerness to learn about SaaS, AI, and the financial technology landscape
• Interest in community banking, credit unions and fintech

Bonus (Not Required):

• Spanish fluency (you speak it at home)
• Exposure to SaaS tools or platforms through coursework, internships, or personal projects
• Familiarity with concepts like APIs, DNS, VPN, and sFTP

Why Join Eltropy?

• Be part of a fast-growing, mission-driven fintech company
• Receive mentorship from experienced technical project managers
• Develop valuable skills in enterprise SaaS, customer success, and implementation
• Work with leading community financial institutions to bring modern solutions to real people

About Eltropy

Eltropy is revolutionizing how financial institutions engage with their members and customers. Our industry leading AI and communications platform powers seamless, secure interactions via text, video, voice, and chat helping credit unions and community banks provide top-tier service. We're growing fast and looking for future leaders to grow with us.

Learn more at www.eltropy.com