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Sympera AI

AI-powered platform for relationship banking

Project Manager - Professional Services, Financial Services

Project ManagementConfirmed live in the last 24 hours
Full-timeBengaluru, Karnataka, IndiaNo salary listed

About the Job

Requirements

  • A bachelor's degree in a technical or business discipline.
  • Strong communication and relationship-building skills, including comfort working in complex customer environments.
  • Experience preparing Statements of Work, Change Requests, and contractual delivery documents.
  • Familiarity with modern cloud or data platform technologies such as Azure, AWS, Hadoop, Kubernetes, and Kafka.
  • Experience with AI tooling, delivery, and adoption.
  • Proficiency with Microsoft Project.
  • Experience delivering SaaS, cloud, hosted managed services, or data-related technology projects.
  • Ability to quickly grasp business problems and the technology solutions being developed.
  • Fluent English communication skills, both written and spoken.
  • Willingness to undertake significant international travel to the Middle East for onsite client delivery.

Responsibilities

  • Act as the primary day-to-day delivery contact for assigned projects, ensuring a consistent and positive customer experience.
  • Build and maintain client relationships to support customer adoption, value realization, and long-term engagement.
  • Work with Customer Success to align delivery activities with customer health metrics, retention goals, and adoption plans.
  • Communicate proactively with stakeholders, manage expectations, and escalate issues as appropriate.
  • Deliver small to medium complexity projects, up to 12 months in duration, across AI solutions, on-premise migrations or SaaS, managed services, and cloud enablement.
  • Maintain project controls, including schedules, RAID logs, forecasting, and baseline tracking.
  • Identify and manage risks early, engaging senior delivery colleagues and Customer Success to ensure continuity of value.
  • Ensure projects contribute to customer adoption, utilization, operational readiness, and measurable business value.
  • Coordinate cross-functional teams across consulting, engineering, product, and customer stakeholders.
  • Support preparation of Statements of Work, Work Orders, and small-scale change assessments.
  • Identify incremental value opportunities or small project extensions.
  • Track and communicate delivery variances for visibility and transparency.
  • Contribute customer value insights and adoption data to Customer Success planning.
  • Follow delivery governance processes, ensuring accurate reporting, documentation, and structured checkpoints.
  • Maintain high-quality delivery artefacts.
  • Participate in lessons learned and contribute to reusable delivery assets.
  • Ensure delivery activities align with contractual commitments, compliance requirements, and quality standards.

Desired Qualifications

  • Experience working with or supporting Customer Success teams.
  • Professional certifications such as PMP or PRINCE2.
  • Experience with Agile development.

About the Company

Sympera AI

AI-powered platform for relationship banking

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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