Prelim
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.
Customer Success Associate
Job not on LinkedIn
October 22
🗽 New York – Remote
💵 $90k - $110k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
🚫👨🎓 No degree required
Prelim
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.
📋 Description
• Manage a portfolio of live banking clients, conducting regular check-ins and maintaining strong relationships with stakeholders from operations staff to executives • Handle support escalations and troubleshoot platform issues, often jumping on calls to resolve urgent problems in real-time • Lead contract renewal negotiations and identify upsell opportunities, working with sales to expand existing accounts • Coordinate with product and engineering teams to advocate for customer feature requests and bug fixes • Train bank employees on platform usage and best practices during and after implementation • Manage support ticket flow and ensure timely resolution of customer issues • Plan and execute customer events, including annual summits and user conferences • Step in to support implementations during resource crunches, helping with configuration and project management • Create and maintain release notes, keeping customers informed of platform updates • Navigate difficult customer relationships and de-escalate tense situations while protecting the team
🎯 Requirements
• Exceptional relationship-building skills with the ability to manage multiple stakeholders • Strong problem-solving abilities and technical aptitude to troubleshoot platform issues • Grace under pressure, you stay calm when dealing with frustrated customers and urgent escalations • Excellent written and verbal communication skills • Ability to juggle multiple priorities and context-switch throughout the day • Proactive mindset, you identify and address issues before they become problems • Genuine care for customer success and willingness to go above and beyond • Legally authorized to work in the United States and located within the continental United States • Experience in financial services, banking, or fintech (Nice to Haves) • Background in B2B SaaS customer success or account management (Nice to Haves) • Technical skills to understand platform functionality and integrations (Nice to Haves) • Experience with contract negotiations and renewals (Nice to Haves)
🏖️ Benefits
• Offers Equity
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