Prelim is the modern platform for financial institutions - helping create better experiences for customers and bankers.
The Role
Transform how the world's banks serve their customers
Prelim is a fast-growing, remote-first startup revolutionizing the financial institution industry. Our platform transforms how banks onboard customers, providing innovative solutions for both online and in-branch experiences. Our team, distributed across the U.S., is driven by a single mission: to simplify banking access for everyone, one institution at a time.
At Prelim, we cultivate a high-performance culture where talented individuals thrive. We're not just building technology, we're reimagining an entire industry. If you're passionate about solving complex problems, making an impact, and working in a dynamic, fast-paced environment, Prelim is the place for you.
Why We're Looking for You
As Prelim continues its rapid growth, we're expanding our Customer Success team to support our clients in leveraging our platform for critical customer-facing financial services. We are seeking a talented individual to build strong customer relationships with our financial institution clients and help them achieve their business outcomes with our platform that supports account opening, onboarding, customer and account maintenance, treasury services, lending, and credit card applications.
This role provides high visibility, with direct client interaction and opportunities to lead strategic initiatives that help banks maximize their use of Prelim's platform. You'll work with some of the biggest names in banking, translating their complex operational requirements into streamlined digital experiences that serve millions of customers.
Key Responsibilities
- Lead customer training to teach and empower employees at banks and credit unions how to use our platform for their day-to-day roles
- Manage client relationships post-deployment with direct responsibility for increasing customer utilization and customer NPS and contract retention
- Support account teams in pre-sales activities through gathering relevant customer success metrics
- Work collaboratively with cross-functional teams, including engineering, product, and sales, to support customer service requirements
- Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes
- Analyze client requirements post-deployment and translate them into effective, scalable workflow configurations that address real-world banking challenges and refer to sales for additional expansion opportunities
- Provide customer insights and feedback to product teams, contributing to ongoing platform improvements and innovation
- Build and maintain strong relationships with banking executives and operations teams across multiple client organizations
What You’ll Bring
- Strong problem-solving abilities and the capacity to lead customer conversations and deliverables that drive client success
- Experience working in client-facing roles, ideally within professional services, consulting, or technology implementation
- Familiarity with no-code/low-code platforms and workflow configuration; technical aptitude with business process optimization preferred
- Experience with financial services, banking operations, or complex B2B software implementations strongly preferred
- Excellent communication skills and the ability to build trust and credibility with clients ranging from bank executives to operations staff
- A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions
- Strategic thinking combined with attention to detail—you can see the big picture while ensuring flawless execution
- A drive for continuous learning and improvement, both for yourself and the clients you support
About Prelim:
At Prelim, you'll have the opportunity to be part of a high-growth company where your work directly impacts our clients and their customers. You'll join our growing implementation team that has established strong best practices and processes, while bringing your own expertise to help us scale to serve hundreds of banking clients.
You'll be part of a collaborative team of driven professionals, tackling complex challenges and helping to reshape the banking industry. We invest in your growth and development, offering opportunities to lead critical projects that will accelerate your career.
As we continue our 2x year-over-year profitable growth, you'll have the chance to grow with us and potentially lead implementation teams of your own.
If you're excited to bridge the gap between innovative technology and real-world banking transformation, we want to hear from you.
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The Company
What We Do
Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Washington and Stockton, California.
