Client Strategy Analyst

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $130k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Strategy

👻 Ghost score 3%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Prelim

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Manage a portfolio of live banking clients as their trusted partner after go-live • Conduct regular check-ins and maintain relationships with stakeholders from bank operations staff to executives • Develop and maintain customer workflows and configurations aligned with each institution's goals • Handle support escalations, troubleshoot platform issues, and make adjustments 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, including 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

🎯 Requirements

• Exceptional customer-facing instincts and ability to manage multiple stakeholders effectively • Strong analytical aptitude and structured approach to diagnosing and solving problems • Technical skills in a scripting language • Ability to stay calm during escalations or high-stakes customer situations • Excellent written and verbal communication skills, especially when explaining complex topics to non-specialist audiences • Strong organizational skills and comfort managing multiple priorities and accounts • Proactive mindset • Genuine care for customers and willingness to go above and beyond • Legally authorized to work in the United States • Located within the continental United States

🏖️ Benefits

• Equity • Sponsored 401K • Parental leave • Fully paid health, vision, and dental insurance • Unlimited PTO • Remote work stipend • Life-style stipend • Twice-yearly company offsites