Full-Time

Senior Project Manager

Deadline 6/25/27
Sympera AI

Sympera AI

11-50 employees

AI-powered platform for relationship banking

No salary listed

Sydney NSW, Australia

In Person

Category
Business & Strategy (1)

Get referred to Sympera AI

See people who can refer or advise you

Requirements
  • At least 10 years of related experience in project management.
  • Formal project management accreditation.
  • Strong experience managing client relationships, preferably in the Software as a Service industry.
  • Expert-level proficiency in Microsoft Project and strong project financial skills.
  • A proven track record of delivering large, complex Software as a Service projects to budget that provide measurable value, including projects valued at $5 million or more.
  • Experience with artificial intelligence and its applications.
  • Experience migrating clients and software from on-premise solutions to Software as a Service.
  • The ability to think creatively and implement innovative solutions in project management.
  • Experience demonstrating leadership in a cross-functional team environment.
  • Familiarity with the latest Software as a Service platforms and technologies.
  • PMP or PRINCE certification.
Responsibilities
  • Act as the primary point of contact for clients throughout the project lifecycle.
  • Develop and nurture long-term relationships with clients by understanding their business needs and objectives.
  • Ensure client satisfaction by addressing concerns and providing strategic solutions.
  • Oversee the planning, execution, and delivery of Software as a Service and on-premise software projects to meet client expectations and business goals.
  • Lead project teams to implement solutions that enhance the value delivered to clients.
  • Identify opportunities for process improvements and revenue growth through effective project strategies.
  • Foster creativity and innovation within the project team.
  • Stay updated with the latest Software as a Service technologies to drive project success.
  • Develop project strategies aligned with the overall business innovation agenda.
  • Achieve or surpass revenue targets for the project portfolio.
  • Identify and drive upselling and cross-selling opportunities within existing client engagements.
  • Ensure projects are delivered on time, within scope, and on budget while maintaining quality standards.
  • Meet project milestones and deadlines with a focus on continuous improvement.
  • Develop client relationships that result in positive testimonials and references.
  • Achieve high client satisfaction scores and secure client willingness to act as references or provide case studies.
  • Monitor and manage project budgets and time to meet profitability goals.
  • Implement cost-saving measures and optimize resource allocation to enhance financial outcomes.
Desired Qualifications
  • Experience in the financial crime domain.

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

Get referred to Sympera AI

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Nyca Partners and Viola Ventures led Sympera's $10 million seed on March 25, 2025.
  • Republic Bank of Chicago is expanding Sympera across Commercial Banking over coming months.
  • DemandBlue's partnership opens Salesforce access for Sympera across banking implementation channels.

What critics are saying

  • Sympera still relies on a tiny customer base; Republic Bank is one expanded rollout.
  • Banking buyers demand compliance proof; one workflow failure can stall enterprise adoption.
  • If Salesforce or a larger bank builds a native competitor, Sympera loses distribution.

What makes Sympera AI unique

  • Sympera combines external signals and internal CRM data for banker-ready actions.
  • Republic Bank of Chicago expanded Sympera after a successful pilot on May 12, 2026.
  • DemandBlue integrated Sympera with Salesforce Agentforce, fitting existing bank workflows.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

-7%

1 year growth

-7%

2 year growth

-7%
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.