About the role

Help banks achieve better access to banking

Prelim is seeking a highly motivated and customer-focused individual to join our Customer Success team. 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 Manager 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
Manage customer deployments and work with stakeholders on timelines
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 US only remote startup that helps banks onboard their customers. Prelim is designed to streamline the account opening process for both consumers and businesses, increasing speed-to-market and improving the customer experience for financial institutions.

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 on an old industry in need of technological innovation.

About Prelim

At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry.

Our no-code platform allows banks and financial institutions to digitalize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills.

Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box.

In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.