Remote Banking Client Strategy Lead

Prelim; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Equity

401K

Health insurance

Parental leave

Unlimited PTO

Remote work stipend

Lifestyle stipend

Company offsites

Job summary

Prelim is a San Francisco and New York City based startup that operates fully remote positions across the US, helping banks onboard their customers. We are seeking a Client Strategy Analyst to act as a trusted partner to financial institutions after go-live, helping them operate, troubleshoot, and scale the Prelim platform.

You’ll work at the intersection of customer success, problem solving, and internal coordination, collaborating with bank stakeholders and Prelim’s product, engineering, and

Qualifications

• Exceptional customer-facing instincts and ability to manage multiple stakeholders effectively.
• Strong analytical aptitude and structured problem-solving approach.
• Technical skills in a scripting language.
• Excellent written and verbal communication, especially explaining complex topics to non-specialists.
• Strong organizational skills and ability to manage multiple priorities.
• Proactive mindset to identify and address issues early.
• Genuine care for customers and willingness to go above and beyond.
• Legally authorized to work in the United States and located within the continental United States.

Responsibilities

• Manage a portfolio of live banking clients as their trusted partner post go-live.
• Conduct regular check-ins and maintain relationships with stakeholders from operations staff to executives.
• Develop and maintain customer workflows and configurations to align with each institution’s goals.
• Handle support escalations, troubleshoot platform issues, and adjust on live calls with financial institutions.
• Partner with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines.
• Manage support ticket flow to ensure timely resolution of customer issues.
• Educate and enable bank employees on platform capabilities and best practices during and after implementation.
• Support strategic implementations during resource crunches with configuration and project management.
• Analyze, synthesize, and communicate product releases to customers.
• Navigate complex customer relationships and de-escalate high-stakes situations while protecting the team.

Job description

Prelim is a San Francisco and New York City based startup that operates fully remote positions across the US, helping banks onboard their customers. We are seeking a Client Strategy Analyst to act as a trusted partner to financial institutions after go-live, helping them operate, troubleshoot, and scale the Prelim platform.

You’ll work at the intersection of customer success, problem solving, and internal coordination, collaborating with bank stakeholders and Prelim’s product, engineering, and