Technical Project Manager, Eltropy
Customer Implementations
Office located in Santa Clara, CA
Unified conversation platform for credit unions & community banks
Be an early applicant
Unified conversation platform for credit unions & community banks
201-500 employees
Be an early applicant
Office located in Santa Clara, CA
201-500 employees
Company mission
Top create a world where millions of people can access the best financial products & services, anytime, anywhere.
Role
Who you are
- We are looking for an implementation specialist with 2 - 3 years of experience delivering SaaS or technical solutions, a strong foundation in project coordination, customer communication, and technical troubleshooting, and the ability to take on increasingly complex projects with moderate oversight
- Bachelor’s degree in Business, Information Systems, Computer Science, or a related field. All majors are welcome to apply
- Passion for software technology and 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
Desirable
- Native Spanish fluency
- Exposure to SaaS tools or platforms through coursework, internships, or personal projects
- Familiarity with concepts like APIs, DNS, VPN, and sFTP
What the job involves
- As a Technical Project Manager for Customer Implementations at Eltropy, you will be part of a high-impact team guiding financial institutions through the onboarding and adoption of our AI-powered communication platform
- In this role, you will manage customer onboarding projects end-to-end, configure SaaS and AI solutions, and implement integrations with core banking, lending, and other financial services systems
- With support from experienced team members, you will continue to develop your technical, communication, and project management skills—building a strong foundation for a career in enterprise software delivery
- 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 Eltropy’s 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
Our take
Eltropy is on a mission to lead financial institutions (FIs) into the digital revolution with its communications platform, enabling FIs to engage with customers securely and in full compliance. Already trusted by over 650 credit unions and community banks - including First Alliance and FiCare -the company is making waves in the sector.
As the demand for secure customer interactions continues to rise, Eltropy has seen a surge in adoption of its solutions. A strategic investment from K1 in 2021 fuled the company's ability to scale operations and enhance its digital communications platform, positioning it to meet the growing demand.
And in 2023, it expanded its footprint further, partnering with banks like TruWest to roll oput advanced video banking solutions, including the fraud-busting 'video verify'. Additionally, a collaboration with the automated origination platform, Origence, is improving communication across the credit industry, helping institutions stay ahead in an increasingly digital world.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Generous time off: Recharge and reconnect with generous paid company holidays
- Work-life balance: Open communication, support, and resources for maintaining balance
- Own your success: Be a part of Eltropy's growth story with generous ESOPs
- Family matters: Put your family first with paid parental leaves & team support
- Perks you'll love: Reimbursements, office lunch, & beautiful new office spaces
Company HQ
Santa Clara, CA
Leadership
Ashish Garg
(Co-Founder & CEO)Previously co-founded Oodio.net, acting as a Board Member. Experience as CEO for BITS Pilani Alumni Association.
Chandra Bhople
(Co-Founder & CTO)Previously co-founded and acted as Director for Business & Engineering Schools.
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