Help banks deliver a better customer experience by keeping them successful, supported, and growing on Prelim’s platform. If you can juggle relationships, escalations, renewals, and internal advocacy without losing your cool, this is a high-impact seat with real upside.
About Prelim
Prelim is a remote-first fintech startup transforming how financial institutions onboard and serve their customers. Their platform powers critical banking operations for organizations ranging from community banks to multi-billion-dollar institutions. The mission is simple and big: make banking more accessible for everyone.
Schedule
- Full-time, remote-first
- Must be located in the continental United States and authorized to work in the U.S.
- Listed locations include New York, Atlanta, Austin, Boston, Chicago, San Francisco, Seattle
- Compensation: $100K to $110K plus equity
What You’ll Do
⦁ Manage a portfolio of live banking clients with regular check-ins and strong stakeholder relationships, from ops teams to executives
⦁ Handle support escalations and troubleshoot platform issues, including jumping on real-time calls to resolve urgent problems
⦁ Lead contract renewal conversations and identify upsell opportunities in partnership with Sales
⦁ Advocate for customer needs internally by coordinating with Product and Engineering on feature requests and bug fixes
⦁ Train bank employees on platform usage and best practices during and after implementation
⦁ Manage support ticket flow and push for timely, high-quality resolution
⦁ Plan and execute customer events such as annual summits and user conferences
⦁ Support implementations when needed, helping with configuration and light project management during resource crunches
⦁ Create and maintain release notes so customers stay informed on product updates
⦁ Navigate tough customer situations, de-escalate tension, and protect the team while staying customer-first
What You Need
⦁ Strong relationship-building skills and comfort managing multiple stakeholders
⦁ Technical aptitude and problem-solving ability to troubleshoot platform issues effectively
⦁ Calm under pressure, especially during escalations and tense customer moments
⦁ Excellent written and verbal communication skills
⦁ Ability to juggle priorities and context-switch throughout the day
⦁ Proactive mindset that spots risks early and moves before problems grow
⦁ Genuine customer care and a willingness to go above and beyond
Benefits
⦁ Competitive salary range ($100K–$110K)
⦁ Equity offers
⦁ Remote-first environment
⦁ Rapid growth with clear opportunities to expand responsibilities and advance
If you want a role where you’re not just “support,” you’re the difference between churn and long-term partnership, move on this.
You’ll be the voice of the customer, the calm in the storm, and a key player in modernizing how banks serve real people.
Happy Hunting,
~Two Chicks…