Full-Time

Implementations Associate

NY Remote

Posted on 9/17/2024

Prelim

Prelim

11-50 employees

No-code digital automation platform for banks

Consulting
Education

Compensation Overview

$80k - $100kAnnually

Entry, Junior

Remote in USA

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Requirements
  • Experience working with no-code platforms and configuring workflows; familiarity with technical processes is a plus.
  • Exceptional problem-solving skills and the ability to think strategically about how to improve workflows and processes.
  • Strong communication and interpersonal skills, with the ability to work across both technical and non-technical teams.
  • A proactive, self-starter mindset—you’re ready to take ownership of this function and drive continuous improvement.
  • Ability to build on existing processes while also introducing new ideas to improve efficiency and client outcomes.
  • A passion for technology and a desire to help clients succeed by leveraging it effectively.
Responsibilities
  • Leverage established best practices and expand upon them to ensure efficient workflow configuration and client success.
  • Guide clients through best practices in implementing Prelim’s solutions, helping them optimize their internal processes.
  • Collaborate with the implementation and customer success teams to ensure a seamless onboarding experience for clients.
  • Provide ongoing support and training to clients, ensuring they maximize the value of our platform.
  • Analyze client needs and translate those into workflow configurations that deliver real value.
  • Collaborate with the engineering team to provide feedback and insights that help improve the platform.
  • Continuously review and optimize workflows to enhance efficiency and effectiveness for both internal teams and clients.

At Prelim, employees have the opportunity to work at the forefront of digital automation in the banking sector, using cutting-edge technologies like white-labeling and no-code development. This company excels in providing seamless, device-agnostic solutions that significantly enhance the client onboarding and servicing experience for top U.S. banks. With a commitment to improving digital customer journeys, Prelim offers a dynamic and influential environment for professionals looking to impact major industry players positively.

Company Stage

Seed

Total Funding

$2.1M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

41%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital onboarding boosts Prelim's market potential.
  • Partnerships with banks enhance Prelim's credibility and market reach.
  • Open banking APIs facilitate Prelim's integration with financial institutions.

What critics are saying

  • Emerging fintech startups increase competition for Prelim.
  • Rapid tech advancements require Prelim to continuously innovate.
  • Data privacy concerns could impact Prelim's client trust.

What makes Prelim unique

  • Prelim offers a no-code platform for seamless digital onboarding solutions.
  • Prelim's technology integrates with major core banking systems like Finastra Phoenix.
  • Prelim is recognized as best-in-class by the American Bankers Association.

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