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About Interface.ai http://Interface.ai interface.ai http://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 http://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 http://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 http://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 escalate, 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 - 🧠 Me