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PrelimPR

Technical Project Manager

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-130k USD

United States only

Help Banks Transform How They Serve 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 Technical Project Manager 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 Associates, 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

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

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

  • Proven ability to manage multiple complex projects simultaneously

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

  • Natural problem solver who finds creative solutions within constraints

  • Self-starter who takes ownership without waiting for direction

Nice to Haves

  • Experience in financial services, banking, or fintech

  • Background in software implementations or professional services

  • Technical aptitude, ability to understand platform capabilities and limitations

  • Previous experience managing aggressive timelines with fixed deadlines

  • Familiarity with no-code platforms or integration projects

Why Prelim?

At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a high-energy environment where you'll work alongside talented professionals who are genuinely passionate about transforming banking.

We believe in promoting from within and developing our people. Our TPMs often grow into senior leadership roles, taking on larger deployments and mentoring new team members. You'll have clear paths for advancement as we scale to serve hundreds of banks.

Most importantly, you'll be part of a mission-driven team making banking more accessible. Your work will directly impact how financial institutions serve their communities, helping real people access the financial services they need.

Compensation Range: $100K - $130K

About the job

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Posted on

Job type

Full Time

Experience level

Mid-level
Manager

Salary

Salary: 100k-130k 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 Technical Project Manager • Remote (Work from Home) | Himalayas