Associate, Customer Success

Summary

Join Prelim's growing Customer Success team and help financial institutions transform their customer service using our innovative platform. You will lead client training, manage post-deployment relationships, support pre-sales activities, and collaborate with cross-functional teams. This high-visibility role involves direct client interaction and opportunities to lead strategic initiatives. You will work with major banking clients, translating their operational needs into streamlined digital experiences. The ideal candidate possesses strong problem-solving skills, client-facing experience, and familiarity with no-code/low-code platforms. Prelim offers a remote-first work environment and a high-performance culture.

Requirements

• Strong problem-solving abilities and the capacity to lead customer conversations and deliverables that drive client success
• Experience working in client-facing roles, ideally within professional services, consulting, or technology implementation
• Familiarity with no-code/low-code platforms and workflow configuration; technical aptitude with business process optimization preferred
• Excellent communication skills and the ability to build trust and credibility with clients ranging from bank executives to operations staff
• A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions
• Strategic thinking combined with attention to detail—you can see the big picture while ensuring flawless execution
• A drive for continuous learning and improvement, both for yourself and the clients you support

Responsibilities

• Lead customer training to teach and empower employees at banks and credit unions how to use our platform for their day-to-day roles
• Manage client relationships post-deployment with direct responsibility for increasing customer utilization and customer NPS and contract retention
• Support account teams in pre-sales activities through gathering relevant customer success metrics
• Work collaboratively with cross-functional teams, including engineering, product, and sales, to support customer service requirements
• 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
• Analyze client requirements post-deployment and translate them into effective, scalable workflow configurations that address real-world banking challenges and refer to sales for additional expansion opportunities
• Provide customer 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

Preferred Qualifications

Experience with financial services, banking operations, or complex B2B software implementations strongly preferred

Benefits

• $90,000 - $110,000 a year
• + meaningful equity