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Transform how banks serve their customers
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.
Why We’re Looking for You
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.
What You’ll Do
What We’re Looking For
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.
At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry.
Our platform allows banks and financial institutions to digitize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills.
Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box.
In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.
Salary
$120,000 - $130,000
Location
Remote
Co-Founder & CEO
