Full-Time

Technical Account Manager

SF Remote

Updated on 4/25/2024

Prelim

Prelim

11-50 employees

No-code digital automation platform for banks

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

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

$5.7M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

23%

1 year growth

45%

2 year growth

88%