About Prelim

Prelim is a fast-growing, remote-first startup revolutionizing the banking 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 Professional Services team to support our clients in leveraging our platform for critical customer-facing services. We are seeking a talented individual to manage and optimize no-code workflows for banking clients, focusing on areas like account opening, onboarding, customer and account maintenance, treasury services, lending, and more.

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.

Key Responsibilities

Lead clients through the implementation process, guiding them on best practices for configuring and optimizing workflows using Prelim’s no-code platform.
Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, and lending processes.
Work collaboratively with cross-functional teams, including engineering, product, and customer success, to ensure seamless delivery of Prelim’s solutions.
Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim’s platform to streamline operations and drive business outcomes.
Analyze client requirements and translate them into effective, scalable workflow configurations that address real-world challenges.
Continuously review and refine workflows to enhance efficiency and value for both internal teams and clients.
Provide insights and feedback to product teams, contributing to ongoing platform improvements and innovation.

What You’ll Bring

Strong problem-solving abilities and the capacity to lead strategic implementations that drive client success.
Experience working in client-facing roles, ideally within professional services, consulting, or technology implementation.
Familiarity with no-code platforms and workflow configuration; technical aptitude is a plus.
Excellent communication skills and the ability to build trust and credibility with clients and cross-functional teams.
A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions.
A drive for continuous learning and improvement, both for yourself and the clients you support.

Why 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 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.