15 Prelim Customer Success Associate Jobs Hiring Near You

Transform how banks serve their customers

Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the U.S., from community banks to multi-billion dollar credit unions. 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 Project Manager, Implementations to join our Implementation team and lead banks through their digital transformation journey. You'll manage multiple high-stakes deployments simultaneously, coordinate cross-functional teams, and ensure our banking clients successfully launch on time.

This is a hands-on role where organization meets execution. You'll be the conductor orchestrating complex implementations while building trusted relationships with banking executives and operations teams.

What You'll Do

• Manage multiple concurrent bank implementations with overlapping timelines, tracking dependencies and risks while driving projects to on-time completion

• Lead client calls and build trusted relationships with stakeholders from C-suite executives to operations staff, handling difficult conversations and managing expectations

• Coordinate cross-functional teams including Implementation Architects, Software Engineers, and Customer Success to ensure smooth project execution and post-launch transitions

• Translate complex technical requirements between clients and internal teams while protecting your implementation team from scope creep

• Jump in to help with hands-on configuration and debugging when needed, keeping projects moving forward during resource constraints

• Document solutions and identify process improvements to enhance future deployments and team efficiency

• Escalate strategically to sales and leadership when additional support is needed to unblock critical issues

What We're Looking For

• Background in software implementations or professional services

• Technical aptitude, ability to understand platform capabilities and limitations

• Familiarity with no-code platforms or integration projects

• Proven ability to manage multiple complex projects simultaneously

• Grace under pressure, you stay calm when clients are stressed and deadlines are tight

• Exceptional organizational skills, you live by your task lists and calendars

• Strong communication abilities with both technical and non-technical audiences

• Natural problem solver who finds creative solutions within constraints

• Self-starter who takes ownership without waiting for direction

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

Nice to Haves

• Experience in financial services, banking, or fintech

• Technical skills in a scripting language

• Previous experience managing aggressive timelines with fixed deadlines

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.

Compensation Range: $130K - $140K