About Prelim
Prelim is transforming how financial institutions onboard and serve their customers. Our platform powers critical operations for banks across the world—from community banks to multi-billion-dollar institutions—making banking more modern, efficient, and accessible. We’re a remote-first, fast-growing startup doubling revenue year-over-year while maintaining profitability.
Schedule
- Full-time, remote role
- Preferred working hours aligned with U.S. time zones
- Offices in New York, Atlanta, Austin, Boston, Chicago, San Francisco, and Seattle for optional collaboration
Responsibilities
- Manage a portfolio of banking clients, from frontline staff to executives, ensuring they successfully adopt and maximize the platform
- Conduct regular client check-ins and maintain strong relationships
- Handle escalated support issues, often resolving them live on calls
- Lead contract renewal negotiations and identify upsell opportunities with sales
- Advocate for customer needs with product and engineering teams
- Train bank employees on best practices during and after implementation
- Manage support ticket flow and ensure timely resolution
- Plan and execute customer events such as annual summits and user conferences
- Step in to support implementations during busy periods
- Create and maintain release notes to keep customers informed of updates
- Navigate challenging client relationships with professionalism and composure
Requirements
- Exceptional relationship-building and stakeholder management skills
- Strong problem-solving abilities with technical aptitude to troubleshoot platform issues
- Ability to remain calm under pressure and de-escalate sensitive situations
- Excellent written and verbal communication skills
- Highly organized, able to prioritize multiple tasks and context-switch effectively
- Proactive, solutions-oriented mindset with genuine care for customer success
Preferred Qualifications
- Experience in financial services, banking, or fintech
- Background in B2B SaaS customer success or account management
- Familiarity with contract negotiations and renewals
- Technical understanding of platform integrations and functionality
Benefits
- Competitive salary ($90K – $110K) plus equity
- 100% remote-first environment with flexibility
- Fast-paced growth company with opportunities for rapid career development
- Professional development investment and internal promotion opportunities
- Mission-driven culture focused on democratizing access to banking
At Prelim, you’ll join a small but powerful Customer Success team where your work has a direct impact on client success and company growth.
Happy Hunting,
~Two Chicks…