Remote Associate, Implementations

Summary

Join Prelim's Professional Services team as a talented individual to manage and optimize no-code workflows for banking clients, focusing on areas like account opening, customer maintenance, and lending processes.

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 platforms and workflow configuration; technical aptitude is a plus
• Excellent communication skills and the ability to build trust and credibility with clients and cross-functional teams
• A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions
• 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, 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 business outcomes
• Analyze client requirements and translate them into effective, scalable workflow configurations that address real-world challenges
• Continuously review and refine workflows to enhance efficiency and value for both internal teams and clients
• Provide insights and feedback to product teams, contributing to ongoing platform improvements and innovation