Full-Time
Technical Account Manager
LA Remote
Updated on 4/25/2024
No-code platform automating banking customer journeys
Fintech
Mid
Remote in USA
Required Skills
Python
Sales
Requirements
- Experience working in the sales and implementation phase with large Enterprise or institutional customers
- Strong knowledge of how financial products and services work
- Previous experience talking with customers and solving their problems
- Ability to think on your feet and solve problems during calls with customers
- Coding knowledge in Javascript and Python
Responsibilities
- Serve as the main point of contact for financial institutions after contracts have been signed
- Collaborate with project managers and software engineers to help deploy bank deposit account products and services to customers on-time and within budget
- Grow the customer relationship through education, training, and implementation of best practices
- Master how to use internal tools to deploy out-of-the-box and tailored solutions
- Collaborate with customers, understand their problems, and design applications using internal tools to address their needs
- Participate in weekly calls with customers to provide updates, answer questions, and ensure project success
Prelim offers a white-labeled, no-code platform that automates the business customer journey for top U.S. Banks, enabling digitization of processes from onboarding to servicing. The platform leverages digital automation to provide a first-class customer experience and works seamlessly on any device, utilizing technologies such as white-labeling, no-code development, digital automation, and cross-device compatibility.
Company Stage
Seed
Total Funding
$5.7M
Headquarters
San Francisco, California
Founded
2017
Growth & Insights
Headcount