Technical Project Manager

Posted 13 Days Ago
7 Locations
In-Office
100K-130K Annually
Mid level
Fintech • Software
Prelim is the modern platform for financial institutions - helping create better experiences for customers and bankers.
The Role
Manage multiple bank implementations, coordinate teams, and ensure timely project execution while building relationships with stakeholders and resolving issues.
Summary Generated by Built In

Help Banks Transform How They Serve Customers

Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the U.S., from community banks to multi-billion dollar credit unions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.

Why We're Looking for You

We're looking for a Technical Project Manager to join our Implementation team and lead banks through their digital transformation journey. You'll manage multiple high-stakes deployments simultaneously, coordinate cross-functional teams, and ensure our banking clients successfully launch on time.

This is a hands-on role where organization meets execution. You'll be the conductor orchestrating complex implementations while building trusted relationships with banking executives and operations teams.

What You'll Do

  • Manage multiple concurrent bank implementations with overlapping timelines, tracking dependencies and risks while driving projects to on-time completion

  • Lead client calls and build trusted relationships with stakeholders from C-suite executives to operations staff, handling difficult conversations and managing expectations

  • Coordinate cross-functional teams including Implementation Associates, engineers, and Customer Success to ensure smooth project execution and post-launch transitions

  • Translate complex technical requirements between clients and internal teams while protecting your implementation team from scope creep

  • Jump in to help with hands-on configuration and debugging when needed, keeping projects moving forward during resource constraints

  • Document solutions and identify process improvements to enhance future deployments and team efficiency

  • Escalate strategically to sales and leadership when additional support is needed to unblock critical issues

What We're Looking For

  • Exceptional organizational skills, you live by your task lists and calendars

  • Strong communication abilities with both technical and non-technical audiences

  • Proven ability to manage multiple complex projects simultaneously

  • Grace under pressure, you stay calm when clients are stressed and deadlines are tight

  • Natural problem solver who finds creative solutions within constraints

  • Self-starter who takes ownership without waiting for direction

  • Legally authorized to work in the United States and located within the continental United States

Nice to Haves

  • Experience in financial services, banking, or fintech

  • Background in software implementations or professional services

  • Technical aptitude, ability to understand platform capabilities and limitations

  • Previous experience managing aggressive timelines with fixed deadlines

  • Familiarity with no-code platforms or integration projects

Why Prelim?

At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a high-energy environment where you'll work alongside talented professionals who are genuinely passionate about transforming banking.

We believe in promoting from within and developing our people. Our TPMs often grow into senior leadership roles, taking on larger deployments and mentoring new team members. You'll have clear paths for advancement as we scale to serve hundreds of banks.

Most importantly, you'll be part of a mission-driven team making banking more accessible. Your work will directly impact how financial institutions serve their communities, helping real people access the financial services they need.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

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The Company
HQ: San Francisco, CA
20 Employees
Year Founded: 2017

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.

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