Plan how banks can achieve better access for their customers
Prelim is seeking a highly motivated and customer-focused individual to join the Implementation Team. If you're passionate about improving banking and thrive in a fast-paced and dynamic work environment, we encourage you to apply for this exciting opportunity.
As a Project Manager at Prelim, you will be responsible for leading new projects and completing projects on time and within budget. You will play a key role in helping customers to go live and driving customer adoption, engagement, and satisfaction by providing expert guidance, training, and support.
Key Responsibilities:
- Manage customer deployments and work with stakeholders on timelines
- Build and maintain strong relationships with customers to understand their goals, challenges, and needs
- Drive adoption and meet with important stakeholders on an ongoing basis
- Provide ongoing customer support, including answering questions, resolving issues, and providing product training
- Work closely with our Product and Engineering teams to communicate customer feedback and drive product improvements
Qualifications:
- Bachelor's degree or higher
- Excellent project management skills
- Strong technical problem-solving skills and ability to think creatively
- Ability to work independently and as part of a team in a fast-paced and dynamic environment
- Passion for helping customers succeed and drive business results
About Prelim:
Prelim is a San Francisco based startup with remote positions only throughout the US that helps banks onboard their customers. Prelim is designed to streamline the account opening process for both consumers and businesses, increasing speed-to-market and improving the customer experience for financial institutions.
If you're excited to be part of a team that is shaping the future of the banking industry, then we encourage you to apply to join us at Prelim. We are looking for individuals who are driven, ambitious, and excited about the opportunity to make a real impact on an old industry in need of technological innovation.
Top Skills
What We Do
Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Washington and Stockton, California.
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