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Sympera AI

AI-powered platform for relationship banking

Project Manager

Full-TimeUpdated on 10/23/2026Deadline 9/30/27
No salary listed
Senior
Remote in UK+50 moreMore locations: Remote in Finland | Remote in Poland | Remote in Portugal | Remote in Russia | Remote in Czechia | Remote in Slovenia | Remote in Germany | Remote in Belgium | Remote in North Macedonia | Remote in Norway | Remote in Slovakia | Remote in Belarus | Remote in Iceland | Remote in Monaco | Remote in Guernsey | Remote in Jersey | Remote in Ireland | Remote in Ukraine | Remote in Greece | Remote in Faroe Islands | Remote in Andorra | Remote in Netherlands | Remote in Svalbard and Jan Mayen | Remote in Liechtenstein | Remote in Hungary | Remote in San Marino | Remote in Holy See (Vatican City State) | Remote in Bulgaria | Remote in Denmark | Remote in Malta | Remote in Albania | Remote in Serbia | Remote in Moldova | Remote in Isle of Man | Remote in Spain | Remote in Luxembourg | Remote in Sweden | Remote in Switzerland | Remote in Åland Islands | Remote in Gibraltar | Remote in Croatia | Remote in Montenegro | Remote in Romania | Remote in Latvia | Remote in Bosnia and Herzegovina | Remote in Austria | Remote in Italy | Remote in Lithuania | Remote in Estonia | Remote in France
RemoteRemote within Europe; requires up to 25% travel and availability for occasional early-morning, evening, or weekend calls.
Project & Program ManagementProject Management

About the job

Requirements
  • At least 7 years of project management or implementation leadership experience in enterprise software, data platforms, analytics, AI, or a comparable technical environment.
  • Demonstrated ownership of complex, customer-facing implementations involving distributed teams and multiple business and technical stakeholders.
  • Strong judgment, initiative, communication, and customer-management skills, with the confidence to challenge assumptions and address performance or quality concerns.
  • Sufficient technical curiosity and hands-on orientation to understand solution behavior, review demonstrations, validate delivery evidence, and ask precise questions.
  • Must be willing to travel up to 25% and join early-morning, evening, or weekend calls as needed to support global customers and delivery teams.
Responsibilities
  • Plan and manage work from discovery through implementation, validation, adoption, and transition; coordinate cross-functional and global delivery teams and remain accountable for scope, schedule, budget, quality, outcomes, and customer perception.
  • Stay close to the product and use cases, inspect progress, test critical capabilities, and verify readiness before functionality reaches the customer.
  • Identify issues, dependencies, and delivery risks early; drive mitigation and escalate when support or decisions are needed.
  • Maintain fact-based visibility into status, milestones, dependencies, risks, actions, and decisions through working sessions, demonstrations, solution reviews, and customer feedback.
  • Build trusted customer relationships, navigate difficult conversations, align business and technical stakeholders, demonstrate value, and identify opportunities to continue or expand engagements.
  • Follow established implementation standards and practices while tailoring delivery approaches across pilots, implementations, and value-acceleration engagements.
  • Use AI tools to improve delivery efficiency, planning, analysis, documentation, and communication, and share effective practices and reusable knowledge with team members.
Desired Qualifications
  • Experience in manufacturing, industrial software, data operations, AI, or advanced analytics.

About the company

Sympera AI provides an AI-powered platform for financial institutions that strengthens relationship banking. It helps banks and their relationship managers be more productive and grow client portfolios by offering financial intelligence and sales enablement tools. The platform combines market intelligence with client relationship management so bankers can uncover opportunities, monitor the health of business relationships, and choose effective strategies. This differentiates Sympera AI by offering an integrated solution that pairs data-driven insights with CRM capabilities, aimed at improving service and outcomes for clients. The company’s goal is to redefine relationship banking by using big data and AI to drive business growth and higher client satisfaction for financial providers.

Company Size

11-50

Company Stage

Seed

Total Funding

$10M

Headquarters

New York City, New York

Founded

2024

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Simplify's Take

What believers are saying

  • Nyca Partners and Viola Ventures backed Sympera's $10 million seed on March 25, 2025.
  • Republic Bank of Chicago is rolling Sympera across Commercial Banking over coming months.
  • DemandBlue integrated Sympera with Salesforce Agentforce on March 11, 2025.

What critics are saying

  • Sympera depends on one named bank, Republic Bank of Chicago, for public traction.
  • If Microsoft Dynamics or Salesforce integrations fail, bankers abandon Sympera quickly.
  • Without repeatable bank conversions, Sympera becomes a services project, not venture-scale software.

What makes Sympera AI unique

  • Sympera embeds banker-ready actions into Microsoft Dynamics, matching existing bank workflows.
  • Its platform combines external signals with internal CRM data for relationship banking.
  • Republic Bank of Chicago expanded Sympera after a successful May 12, 2026 pilot.

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Benefits

  • Hybrid Work Options

Growth & Insights and Company News

6 month growth

8%

1 year growth

0%

2 year growth

0%
PR Newswire
May 12th, 2026
After successful pilot, Republic Bank of Chicago expands AI partnership with Sympera.

After successful pilot, Republic Bank of Chicago expands AI partnership with Sympera. May 12, 2026, 09:00 ET NEW YORK, May 12, 2026 /PRNewswire/ - Republic Bank of Chicago today announced it has selected Sympera, an AI-native platform for commercial relationship banking, to scale its Business Banking operations. The decision follows a successful pilot that demonstrated how AI can enhance prospecting, relationship development, and market coverage, with strong banker feedback and high adoption across participating teams. Sympera drives banker actions through AI that combines external business activity - including company updates, hiring signals, and operational changes - with the bank's internal data such as CRM history and customer relationships to create a holistic view. It prepares banker-ready actions for relationship managers, embedding them directly into daily workflows so teams can focus on the highest-potential opportunities while maintaining consistent engagement. "AI is moving from experimentation to becoming a core part of how banks operate," said Madhu Reddy, CIO at Republic Bank of Chicago. "What convinced us was seeing our bankers adopt it - Sympera surfaced the right opportunities at the right time and fit naturally into how our teams already work in Microsoft Dynamics. The pilot proved the thesis; now we're scaling it. The solution allows our teams to operate more effectively and spend more time with clients" "We are pleased to deepen our partnership with Republic Bank of Chicago as they transition from pilot to enterprise rollout," said David Sosna, CEO of Sympera. "This deployment highlights the tangible impact of agentic AI in banking - empowering relationship managers to prioritize high-value opportunities, respond faster to growth signals, and deliver more consistent results across the organization." The rollout will expand across Republic Bank's Commercial Banking unit over the coming months. About Republic Bank of Chicago Republic Bank is a community bank serving businesses and individuals. With more than $2.7 billion in assets, the bank provides a full range of commercial and consumer banking services across 20 locations throughout Chicagoland. It is headquartered in Oak Brook, Illinois. About Sympera Sympera helps relationship managers win more deals, stay engaged, and nurture client relationships while spending more time with clients. Purpose-built to scale commercial and SMB relationship banking, it is an AI-native platform that combines external signals with internal data to drive banker actions. Its AI agents identify high-value opportunities, organize context, and deliver banker-ready actions into daily workflows. SOURCE Sympera AI

Calcalist Tech
Mar 25th, 2025
Serial fintech entrepreneur David Sosna secures $10M to reinvent relationship banking with AI

Fintech startup Sympera AI has raised $10 million in a Seed funding round co-led by Nyca Partners and Viola Ventures.

FinSMEs
Mar 25th, 2025
Sympera AI Raises $10M in Seed Funding

Sympera AI, a NYC-based agentic AI company for the banking sectors, raised $10M in Seed funding.

Global Fintech Series
Mar 25th, 2025
Sympera AI Raises $10 Million Seed Funding to Help Banks Tap $150B SMB Opportunity

Agentic AI innovator Sympera AI announced that it has raised $10 M seed funding round, which was co-led by Nyca Partners and Viola Ventures

DemandBlue
Mar 13th, 2025
DemandBlue Partners with Sympera AI to Elevate Banking Relationship Management

As a leading Salesforce consulting and implementation partner, DemandBlue Inc. will integrate Sympera AI's intelligent agents with Salesforce's Agentforce AI framework.