Prelim helps financial institutions open accounts faster with digital onboarding, account maintenance, and 50+ banking integrations. Trusted by banks and credit unions. Backed by Y Combinator.
About the role
Manage a portfolio of live banking clients as their trusted partner after go-live Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
What they're looking for
- This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams
- Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
- Strong analytical aptitude and a structured approach to diagnosing and solving problems
- Technical skills in a scripting language
- Grace under pressure, you stay calm during escalations or high-stakes customer situations
- Excellent written and verbal communication skills, especially when explaining complex topics to non-specialist audiences
More about this role
Prelim is modernizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.
We’re looking for a Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.
This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.
Manage a portfolio of live banking clients as their trusted partner after go-live
Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
Develop and maintain customer workflows & configurations to align with each institution's goals
Handle support escalations, troubleshoot platform issues, and make...
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