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PrelimPR

Associate, Implementations

Prelim offers a no-code, white-labeled platform for financial institutions to automate and digitize the entire customer lifecycle, from onboarding and account opening to servicing.

Prelim

Employee count: 1-10

Salary: 100k-120k USD

United States only

Transform how the world's 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 world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone.

Why We're Looking for You

We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions.

As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences.

Key Responsibilities

  • Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform

  • Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements

  • Lead client calls and manage multiple concurrent implementations with competing deadlines

  • Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes

  • Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes

  • Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation

  • Build and maintain strong relationships with banking executives and operations teams across multiple client organizations

What We're Looking For

  • Strong problem-solving skills with meticulous attention to detail

  • Excellent communication abilities - you can explain technical concepts to non-technical stakeholders

  • Ability to manage multiple projects simultaneously and thrive under pressure

  • Quick learner who can master new technical concepts independently

Nice to Haves

  • Experience with no-code/low-code platforms or workflow automation tools

  • Technical skills in a scripting language

  • Previous consulting or professional services experience

About Prelim:

At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business.

We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges.

Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong.

Compensation Range: $100K - $120K

About the job

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Posted on

Job type

Full Time

Experience level

Entry-level

Salary

Salary: 100k-120k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Prelim

Learn more about Prelim and their company culture.

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Prelim is a financial technology company specializing in automating and optimizing the customer journey for banks and financial institutions. Founded in 2017 and headquartered in San Francisco, California, Prelim offers a white-labeled, no-code platform designed to digitize a wide array of customer-facing processes. These include, but are not limited to, customer onboarding, account opening for both consumer and business clients, loan origination, and the provisioning of treasury services. The platform is engineered to enhance operational efficiency for bank employees as they review, process, underwrite, and service customers, ultimately aiming to deliver a first-class, device-agnostic customer experience through digital automation.

Prelim's core mission is to revolutionize how financial institutions interact with their customers by making banking technology simpler and more accessible. The company's platform allows for rapid deployment and customization, enabling financial institutions to go to market quickly with new digital services tailored to their specific brand and needs. It integrates seamlessly with existing core banking systems and various third-party services, facilitating real-time Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) checks. By streamlining these complex processes, Prelim helps financial institutions improve efficiency, reduce manual data entry, ensure compliance, and enhance the overall customer experience. The company serves a range of financial institutions, from community banks to larger enterprises, assisting them in their digital transformation efforts and enabling them to compete more effectively in the evolving financial landscape. Prelim emphasizes a customer-centric approach, working closely with clients to understand their unique challenges and deliver solutions that drive growth and improve customer satisfaction.

Employee benefits

Learn about the employee benefits and perks provided at Prelim.

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Health Insurance

Prelim offers full health, vision, and dental insurance.

Home office budget

New Prelimmers receive a stipend to get properly set up with the right equipment.

Unlimited PTO

In addition to nationally recognized holidays, Prelim offers unlimited paid time off.

Flexible working hours

We offer a comprehensive benefits package, flexible working hours, and a great work-life balance.

View Prelim's employee benefits
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Prelim

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Prelim hiring Associate, Implementations • Remote (Work from Home) | Himalayas