This role is ideal for a mid-level professional who thrives at the intersection of **Customer Success and Technical Support**. Since you will be managing a port
Work type: remote
Location: San Francisco | New York | Atlanta | Austin | Boston | Chicago | Seattle
Salary: $130,000 – $140,000/yr
Type: Full-time
This role is ideal for a mid-level professional who thrives at the intersection of **Customer Success and Technical Support**. Since you will be managing a portfolio of banks post-implementation, you need a background in financial services or B2B SaaS. The ideal candidate isn't just a relationship manager; you must be comfortable diving into platform configurations, troubleshooting live bugs, and acting as a bridge between bank executives and internal engineering teams. The compensation is solid at **$100k–$120k**, plus equity and a fully sponsored benefits package (health, 401k, and parental leave). This is a **fully remote** position within the US, offering high autonomy and significant perks like a remote work stipend, lifestyle stipend, and unlimited PTO. It’s a high-impact opportunity to join a fast-growing startup where you can influence product development based on direct client feedback. **You might be a good fit if you:** * Have experience managing high-stakes relationships with financial institutions or enterprise clients. * Can stay calm while troubleshooting technical platform issues during a live call with stakeholders. * Enjoy "wearing many hats," from project management and configuration to support escalation. * Are located in the continental US and looking for a remote-first culture with twice-yearly retreats.
Transform how banks serve their customers
Prelim is modernizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. 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 Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.
This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.
What You’ll Do
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.