
11 - 50 employees
Founded 2017
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Prelim is a company that provides advanced digital solutions for banks and credit unions. Its platform supports banks in building over 100 financial applications and enhances their offerings with omnichannel onboarding and real-time integrations. Prelim empowers financial institutions to offer a uniform customer experience across various financial products like deposit accounts and credit cards. Its white-labeled solutions align with the banks' brand identities, and its powerful tools allow institutions to automate processes and tailor customer journeys. The company ensures compliance and security with its SOC 2 certifications and partnerships with established security and compliance entities, making it an integral partner for banks managing over $5 trillion in assets.
🕒 September 17
🇺🇸 United States – Remote
💵 $240k - $260k / year
⏰ Full Time
🟠 Senior
⚙️ Business Operations
👻 Ghost score 23%
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11 - 50 employees
Founded 2017
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Prelim is a company that provides advanced digital solutions for banks and credit unions. Its platform supports banks in building over 100 financial applications and enhances their offerings with omnichannel onboarding and real-time integrations. Prelim empowers financial institutions to offer a uniform customer experience across various financial products like deposit accounts and credit cards. Its white-labeled solutions align with the banks' brand identities, and its powerful tools allow institutions to automate processes and tailor customer journeys. The company ensures compliance and security with its SOC 2 certifications and partnerships with established security and compliance entities, making it an integral partner for banks managing over $5 trillion in assets.
• Build and run the company's operational infrastructure and weekly visibility systems • Track team workload, delivery risk, staffing, project ownership, and customer concerns • Manage and develop two technical account managers through 1:1s, goal tracking, feedback, and development • Coordinate staffing, project reassignment, coverage, handoffs, and issue routing • Ensure every client concern has an owner, plan, and next check-in date • Own operational rhythms including lead sync agendas, cycle kickoffs, and commitment tracking • Collaborate with People Operations on software contracts, offsites, and team meetups • Surface operational data to inform product direction • Create operational documentation, staffing plans, and status rhythms • Work directly with the founder and make organization-design decisions
• 4-6 years spanning delivery leadership and business operations • Leadership role at a B2B software company or a smaller group in a larger tech company • Recent experience running complex enterprise implementations or owning technical accounts • Strong writing and communication skills • Strong organizational skills without unnecessary bureaucracy • Experience in fintech or selling into banks (nice to have, not required) • Familiarity with Linear, Notion, Pylon, or Mixpanel (nice to have, not required) • Experience supporting a technical team such as engineering, design, or implementations (nice to have, not required)
• Equity • Sponsored 401K • Parental leave • Fully paid health, vision, and dental insurance • Unlimited PTO • Remote work stipend • Life-style stipend • Twice-yearly company retreats • Periodic team meetups in NYC and SF
Apply Now🕒 September 15
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