Associate, Implementations

Summary

Join Prelim, a fast-growing, remote-first startup revolutionizing the financial institution industry, and help transform how banks onboard customers. As a key member of the expanding Professional Services team, you will manage and optimize no-code workflows for banking clients, focusing on areas like account opening, onboarding, and more. This high-visibility role involves direct client interaction and opportunities to lead strategic initiatives. You will work with major banking institutions, translating their complex operational needs into streamlined digital experiences. Prelim offers a high-performance culture where talented individuals thrive and contribute to reimagining the banking industry. This position provides a chance to make a significant impact and work in a dynamic, fast-paced environment.

Requirements

• 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/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 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, treasury services, 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 measurable business outcomes
• Analyze client requirements and translate them into effective, scalable workflow configurations that address real-world banking challenges
• Continuously review and refine workflows to enhance efficiency and value for both internal teams and clients
• 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

Preferred Qualifications

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

Benefits

• $100,000 - $120,000 a year
• + meaningful equity