Transform how the world's banks serve their customers
Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone.
Why We're Looking for You
We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions.
As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences.
Key Responsibilities
Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform
Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements
Lead client calls and manage multiple concurrent implementations with competing deadlines
Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes
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
Provide strategic 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 We're Looking For
Strong problem-solving skills with meticulous attention to detail
Technical skills in a scripting language
Excellent communication abilities - you can explain technical concepts to non-technical stakeholders
Ability to manage multiple projects simultaneously and thrive under pressure
Quick learner who can master new technical concepts independently
Legally authorized to work in the United States and located within the continental United States
Nice to Haves
Experience with no-code/low-code platforms or workflow automation tools
Previous consulting or professional services experience
About Prelim:
Prelim is a San Francisco and New York City-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation.
We offer equity, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company retreats.
Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.