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Remote Financial Inclusion Jobs in Boxborough, MA

Client Strategy Analyst

Boston, MA · Remote

$130K - $140K/yr

... financial institutions. We're a fast-growing, remote-first startup on a mission to make banking ... Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to ...

We're a fast-growing, remote-first startup on a mission to make banking more accessible for ... Experience in financial services, banking, or fintech * Technical skills in a scripting language

Boston, MA (Remote) The Role As the Account Executive for HOKA Specialty in the Boston area, you'll ... Develop seasonal account level financial forecasts * Execute seasonal product forecasting * Develop ...

Workday Integrations Engineer

Needham, MA · On-site +1

$113K - $152K/yr

... and inclusion. Our team members frequently highlight our excellent work-life balance, time and ... Location; US Remote or Hybrid (Needham) What You'll Do: As a core member of our financial ...

... financial loss. Built on over a decade of technological innovation, its integrated solutions ... Remote collaboration and teaming tools Belonging & Inclusion . Bitsight is proud to be an equal ...

Showing results 21-40

Remote Financial Inclusion information

What is the difference between Remote Financial Inclusion vs Remote Microfinance Officer?

AspectRemote Financial InclusionRemote Microfinance Officer
CredentialsFinancial certifications, relevant degreesFinancial or development sector certifications
Work EnvironmentOnline, remote collaboration with NGOs, banksRemote or field-based, working with microfinance institutions
Industry UsageFinancial services, banking, fintechMicrofinance, development finance, NGO projects

Remote Financial Inclusion focuses on expanding access to financial services for underserved populations through digital platforms, often involving policy and outreach. Remote Microfinance Officers typically work with microfinance institutions to assess clients, process loans, and support financial literacy remotely. While both roles aim to improve financial access, Remote Financial Inclusion emphasizes strategic program development, whereas Remote Microfinance Officers are more involved in direct client engagement and loan management.

What cities near Boxborough, MA are hiring for Remote Financial Inclusion jobs?

Cities near Boxborough, MA with the most Remote Financial Inclusion job openings:

Infographic showing various Remote Financial Inclusion job openings in Boxborough, MA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Client Strategy Analyst

Prelim

Boston, MA • Remote

$130K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago


Job description

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

  • Manage a portfolio of live banking clients as their trusted partner after go-live

  • Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives

  • Develop and maintain customer workflows & configurations to align with each institution's goals

  • Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions

  • Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines

  • Manage support ticket flow to ensure timely resolution of customer issues

  • Educate and enable bank employees on platform capabilities and best practices during and after implementation

  • Step in to support strategic implementations during resource crunches, helping with configuration and project management

  • Analyze, synthesize, and communicate product releases to customers

  • Navigate complex customer relationships and de-escalate high-stakes situations while protecting the team

What We’re Looking For

  • Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively

  • Strong analytical aptitude and a structured approach to diagnosing and solving problems

  • Technical skills in a scripting language

  • Grace under pressure, you stay calm during escalations or high-stakes customer situations

  • Excellent written and verbal communication skills, especially when explaining complex topics to non-specialist audiences

  • Strong organizational skills and comfort managing multiple priorities and accounts

  • Proactive mindset, you identify and address issues before they become problems

  • Genuine care for customers and willingness to go above and beyond

  • Legally authorized to work in the United States and located within the continental United States

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 offsites.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

Compensation Range: $130K - $140K