AI Implementation Manager
Lexop
About the role:
The Implementation Manager owns the end-to-end delivery of AI Voice and Chat solutions for credit unions and banks. As the primary point of contact during the project lifecycle, the Implementation Manager ensures customers are guided, aligned, and supported from kickoff through go-live. This role blends project management, customer engagement, and light technical knowledge to ensure successful, on-time implementations.
Key Responsibilities:
- Lead kickoff and working sessions to define goals, timelines, and success metrics
- Build and manage detailed project plans, coordinating across SMEs, engineering, and the customer
- Proactively identify risks or delays and communicate status updates to stakeholders
- Translate customer requirements into actionable tasks for the delivery team
- Ensure all testing, feedback, and go-live checklists are completed
- Support post-go-live handoff to Customer Success and/or Optimization teams
- Serve as the voice of the customer internally to improve implementation processes
Required Skills & Experience:
- 3+ years in implementation, project management, or onboarding roles, preferably in SaaS
- Strong communication, organization, and stakeholder management skills
- Experience working in cross-functional teams involving product, support, and technical teams
- Comfort with technical tools and concepts, even if not hands-on (e.g., APIs, authentication, telephony)
- Ability to manage multiple projects simultaneously and prioritize with confidence
- A relevant degree from a reputable University
Preferred Qualifications:
- Experience in fintech, credit unions, or contact center technology
- Familiarity with conversational AI platforms, telephony, or UCaaS systems
- Knowledge of project tools like GuideCX, Asana, JIRA, or similar
Why join us?
- Be part of a dynamic, high-growth tech company with an exciting future.
- Work in a collaborative and supportive environment that values innovation and employee experience.
- Competitive compensation and benefits, including healthcare, 401(k), and professional development opportunities.
- As an AI Implementation Manager, you'll have a unique opportunity to directly shape the future of AI in the credit union space. You won’t just be fine-tuning technology, you’ll be improving how millions of members get support, access services, and feel understood by their financial institutions.
- This role goes beyond data and dashboards. You’ll work cross-functionally to identify conversational gaps, implement enhancements, and continuously optimize the performance of AI Voice and chat solutions.
About Eltropy (www.eltropy.com)
Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities.
Eltropy Values:
- Customers are our North Star
- No Fear - Tell the truth
- Team of Owners
Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.