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Customer Success Associate
Confirmed live in the last 24 hours
San Francisco, CA, USA
Experience Level
Desired Skills
  • 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
  • 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

11-50 employees

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.