
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.
🔥 1 minute ago
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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.
• Manage multiple concurrent bank implementations with overlapping timelines, tracking dependencies and risks while driving projects to on-time completion • Lead client calls and build trusted relationships with stakeholders from C-suite executives to operations staff, handling difficult conversations and managing expectations • Coordinate cross-functional teams including Implementation Architects, Software Engineers, and Customer Success to ensure smooth project execution and post-launch transitions • Translate complex technical requirements between clients and internal teams while protecting your implementation team from scope creep • Jump in to help with hands-on configuration and debugging when needed, keeping projects moving forward during resource constraints • Document solutions and identify process improvements to enhance future deployments and team efficiency • Escalate strategically to sales and leadership when additional support is needed to unblock critical issues
• Background in software implementations or professional services • Technical aptitude, ability to understand platform capabilities and limitations • Familiarity with no-code platforms or integration projects • Proven ability to manage multiple complex projects simultaneously • Grace under pressure, you stay calm when clients are stressed and deadlines are tight • Exceptional organizational skills, you live by your task lists and calendars • Strong communication abilities with both technical and non-technical audiences • Natural problem solver who finds creative solutions within constraints • Self-starter who takes ownership without waiting for direction • Legally authorized to work in the United States and located within the continental United States
• Equity • Sponsored 401K • Parental leave • Fully paid health insurance • Vision insurance • Dental insurance • Unlimited PTO • Remote work stipend • Life-style stipend • Twice-yearly company retreats
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