At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry.

Our no-code platform allows banks and financial institutions to digitalize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills.

Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box.

In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.

About Prelim

Prelim is a fast-growing, remote-first startup revolutionizing the banking industry. Our platform transforms how banks onboard customers, providing innovative solutions for both online and in-branch experiences. Our team, distributed across the U.S., is driven by a single mission: to simplify banking access for everyone, one institution at a time.

At Prelim, we cultivate a high-performance culture where talented individuals thrive. We’re not just building technology—we’re reimagining an entire industry. If you’re passionate about solving complex problems, making an impact, and working in a dynamic, fast-paced environment, Prelim is the place for you.

Why We’re Looking for You

As Prelim continues its rapid growth, we’re expanding our Professional Services team to support our clients in leveraging our platform for critical customer-facing services. We are seeking a talented individual to manage and optimize no-code workflows for banking clients, focusing on areas like account opening, onboarding, customer and account maintenance, treasury services, lending, and more.

This role provides high visibility, with direct client interaction and opportunities to lead strategic initiatives that help banks maximize their use of Prelim’s platform.

Key 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.

What You’ll Bring

• 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.

Why Prelim?

At Prelim, you’ll have the opportunity to be part of a high-growth company where your work directly impacts our clients and their customers. You’ll be part of a collaborative team of driven professionals, tackling complex challenges and helping to reshape the banking industry. We invest in your growth and development, offering opportunities to lead critical projects that will accelerate your career.

We primarily use React, Node.js, and Postgres.