Platform Analyst
Posted on 9/26/2023
INACTIVE
Prelim

11-50 employees

No-code platform for financial institutions
Company Overview
Prelim’s mission is to help financial institutions create great customer experiences. The company is focused on creating faster and more transparent experiences through their no-code platform that helps financial institutions automated integrations, manage, build, and deploy customer or internal facing experiences.
Fintech
B2B

Company Stage

Seed

Total Funding

$5.7M

Founded

2017

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

31%

1 year growth

52%

2 year growth

61%
Locations
San Francisco, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
CategoriesNew
Sales & Account Management
Requirements
  • An understanding of bank originations and processes, and able to communicate these topics effectively
  • An eye for design, and what an ideal customer experience should look like
  • Effective and empathetic communicator of complex technical topics
  • Ability to multitask across complex workflows, and across multiple customers
  • (Optional) Previous experience with Prelim either building or managing forms, or similar experience with other no-code solutions
Responsibilities
  • Helping customers administrate, build, and launch banking products from within Prelim
  • Advising our customers and scope bank product launches, with an eye towards the necessary requirements of a bank product origination
  • Communicating bank topics effectively to customers, helping them understand industry standards for bank product originations
  • Collaborate with the Prelim team, including engineering, design, customer success and sales to launch customers