Technical Project Manager

interface.ai

About The Position

Interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI. The company has raised $30M in Series A funding and is cash-flow positive. Their mission is to democratize financial wellness for every American. The Technical Project Manager will 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 contract signing through successful go-live and handoff to Customer Success. This role involves building detailed project schedules, acting as the primary customer point of contact, coordinating across internal teams and external vendors, identifying and mitigating project risks, leading status meetings, driving customer adoption, and contributing to the continuous improvement of the implementation methodology.

Requirements

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 escalate, owns the path to resolution, and keeps the project moving rather than waiting for direction.
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.

Nice To Haves

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.

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.