Help transform how banks onboard and serve their customers by supporting financial institutions using a fast-growing fintech platform built for modern banking.
About Prelim
Prelim is modernizing banking by giving financial institutions a powerful platform to streamline onboarding and customer experiences. From community banks to multi-billion-dollar institutions, Prelim powers essential operations across the globe. As a remote-first, fast-scaling startup, Prelim is dedicated to making banking more accessible, efficient, and intuitive for everyone.
Schedule
- Full-time
- Remote within the continental U.S.
- Occasional calls during urgent client escalations
- Cross-functional collaboration across Customer Success, Sales, Product, and Engineering
What You’ll Do
- Manage a portfolio of active banking clients and maintain strong executive-level and operational relationships
- Troubleshoot platform issues and resolve escalations, often in real-time with customers
- Lead contract renewals and support upsell conversations in partnership with Sales
- Coordinate with Product and Engineering to advocate for customer needs, feature requests, and bug resolution
- Train bank teams on platform functionality, best practices, and new features
- Manage support ticket flow and ensure timely, accurate resolution
- Assist with implementations during peak demand, supporting configuration and project coordination
- Organize and support customer events such as summits and user conferences
- Create, update, and distribute release notes and customer-facing communication
- Navigate difficult client situations with calm, empathy, and proactive problem-solving
What You Need
- Strong relationship-building skills across multiple stakeholders and departments
- Technical aptitude and comfort troubleshooting SaaS platform issues
- Excellent written and verbal communication
- Ability to multitask and switch contexts throughout the day
- Poise under pressure and confidence handling escalations
- Proactive mindset and a genuine commitment to customer success
- Legally authorized to work in the United States and located within the continental U.S.
Nice to Have
- Experience in fintech, banking, or financial services
- Background in B2B SaaS customer success or account management
- Familiarity with technical integrations and platform functionality
- Experience negotiating renewals or contracts
Benefits
- $90,000 – $110,000 salary range
- Equity opportunities
- Remote-first team culture
- Fast-growth environment with opportunities for internal promotion
Help financial institutions modernize faster and serve their communities better by delivering world-class customer partnership and support.
Happy Hunting,
~Two Chicks…