Full-Time
Technical Account Manager
Updated on 4/25/2024
No-code platform for financial institutions
Fintech
Junior, 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
- Enough coding knowledge to be dangerous, Javascript, 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 our customers on-time and within budget
- Grow the customer relationship through education, training, and implementation of best practices
- Master how to use our internal tools to be able to deploy out-of-the-box as well as tailored solutions
- Collaborate with customers, understand their problems, and design applications using our internal tools to address their needs
- Participate in weekly calls with customers to provide updates, answer questions, and ask questions to ensure project success
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.
Company Stage
Seed
Total Funding
$5.7M
Headquarters
San Francisco, California
Founded
2017
Growth & Insights
Headcount