Prelim is the modern platform for financial institutions - helping create better experiences for customers and bankers.
The Role
Help Banks Transform the Future of Banking
Prelim is a fast-growing, remote-first startup revolutionizing the financial institution industry. Our no-code platform transforms how banks onboard customers, delivering innovative solutions for both online and in-branch experiences. Our team, distributed across the U.S., is united by a mission to make banking accessible for everyone, one institution at a time.
At Prelim, we foster a high-energy, collaborative culture where talented individuals grow and thrive. We're not just building technology, we're redefining an industry. If you're passionate about solving real-world problems 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 Implementation Team to support our clients in leveraging our no-code platform for critical banking services, such as account opening, onboarding, lending, and more. We're seeking a motivated Technical Project Manager to drive complex, high-impact projects that help banks deliver seamless, compliant, and modern digital experiences to millions of customers.
In this role, you'll work with major banks to integrate Prelim’s platform with their systems, ensure compliance with laws, regulations, and bank policies, and modernize employee workflows. You'll collaborate with a supportive team, gain exposure to cutting-edge technology, and make a tangible impact in the banking industry.
Key Responsibilities:
- Manage complex implementation projects, overseeing timelines, stakeholder coordination, and integration of Prelim’s platform with various bank systems to ensure efficient and compliant customer onboarding
- Guide clients in modernizing their processes by configuring and optimizing employee workflows using Prelim’s no-code platform
- Build and maintain strong relationships with clients, including bank executives and operations teams, to understand their needs, manage expectations, and ensure successful project outcomes
- Ensure implementations comply with relevant laws, regulations, and bank policies, working with internal teams to address compliance requirements
- Collaborate with engineering, product, and customer success teams to deliver seamless solutions, share client feedback, and contribute to platform improvements
- Provide training and support to clients, helping them adopt Prelim’s platform and maximize its value for their operations
- Monitor project progress, identify risks, and implement mitigation strategies to ensure timely and high-quality delivery
- Contribute strategic insights to improve implementation processes and enhance client experiences
What You’ll Bring:
- Strong organizational and problem-solving skills with a keen attention to detail
- Ability to manage complex projects and coordinate with multiple stakeholders in a fast-paced environment
- Enthusiasm for learning and applying new technologies, including no-code/low-code platforms, to real-world challenges
- Excellent communication skills and the ability to build trust with clients, from bank executives to operations staff
- A proactive, results-oriented mindset with a passion for helping clients modernize processes and achieve their goals
- Ability to work independently and collaboratively in a dynamic environment
- Interest in or experience with financial services, banking operations, or B2B software is a plus
About Prelim:
At Prelim, you'll join a high-growth company where your contributions directly impact our clients and their customers. As part of our Implementation Team, you'll work alongside experienced professionals in a collaborative environment, tackling complex challenges like system integrations and compliance while helping banks modernize their operations.
With our 2x year-over-year profitable growth, this is an exciting time to join Prelim. You'll have opportunities to take on increasing responsibility, lead projects, and grow into leadership roles as we scale to serve hundreds of banking clients.
If you're ready to bridge the gap between innovative technology and real-world banking transformation, we want to hear from you. Join Prelim and help shape the future of the banking industry.
Similar Jobs
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
