Customer Success Associate

Confirmed live in the last 24 hours

Locations

San Francisco, CA, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Marketing

Communications

Requirements

Bachelor's degree in a relevant field, such as Business, Marketing, or Computer Science
1+ years of experience in customer success, account management, or a related field
Excellent communication, interpersonal, and relationship-building skills
Strong problem-solving skills and ability to think creatively
Ability to work independently and as part of a team in a fast-paced and dynamic environment
Passion for helping customers succeed and drive business results

Responsibilities

Build and maintain strong relationships with customers to understand their goals, challenges, and needs
Drive adoption and meet with important stakeholders on an ongoing basis
Provide ongoing customer support, including answering questions, resolving issues, and providing product training
Proactively engage customers to drive adoption, usage, and satisfaction with our products
Work closely with our Product and Engineering teams to communicate customer feedback and drive product improvements
Collaborate with cross-functional teams to develop and execute customer success plans
Stay up-to-date on banking trends and best practices, and share this knowledge with customers

Desired Qualifications

: Knowledgable about banking and banking trends

Help banks achieve better access to banking

Prelim is seeking a highly motivated and customer-focused individual to join our Customer Success team as a Customer Success Associate. If you’re passionate about improving banking and thrive in a fast-paced and dynamic work environment, we encourage you to apply for this exciting opportunity.

As a Customer Success Associate at Prelim, you will be responsible for building strong relationships with banks and other financial institutions and ensuring their success with the platform. You will play a key role in driving customer adoption, engagement, and satisfaction by providing expert guidance, training, and support.

Key Responsibilities:

Build and maintain strong relationships with customers to understand their goals, challenges, and needs
Drive adoption and meet with important stakeholders on an ongoing basis
Provide ongoing customer support, including answering questions, resolving issues, and providing product training
Proactively engage customers to drive adoption, usage, and satisfaction with our products
Work closely with our Product and Engineering teams to communicate customer feedback and drive product improvements
Collaborate with cross-functional teams to develop and execute customer success plans
Stay up-to-date on banking trends and best practices, and share this knowledge with customers

Qualifications:

Bachelor’s degree in a relevant field, such as Business, Marketing, or Computer Science
1+ years of experience in customer success, account management, or a related field
Excellent communication, interpersonal, and relationship-building skills
Strong problem-solving skills and ability to think creatively
Ability to work independently and as part of a team in a fast-paced and dynamic environment
Passion for helping customers succeed and drive business results
Bonus: Knowledgable about banking and banking trends

About Prelim:

Prelim is a cutting-edge software provider that specializes in digital account opening solutions for banks. Our platform is designed to streamline the account opening process for both consumers and businesses, increasing speed-to-market and improving the customer experience.

We pride ourselves on being a forward-thinking and innovative company, always on the lookout for new ways to improve our offerings and stay ahead of the curve in the banking industry. Our small team is made up of passionate and dedicated individuals who are committed to delivering exceptional results for our clients.

As a member of the Prelim team, you will have the opportunity to work with cutting-edge technology and be at the forefront of the digital account opening industry. You will have the chance to work with a diverse range of clients, including some of the biggest names in the banking industry, and have an outsized impact.

We offer a fast-paced and dynamic work environment, with ample opportunities for growth and advancement. If you’re excited to be part of a team that is shaping the future of the banking industry, then we encourage you to apply to join us at Prelim. We are looking for individuals who are driven, ambitious, and excited about the opportunity to make a real impact in the digital account opening industry.

#LI-Remote

11-50 employees

Website

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.