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Associate, Implementations (New York Remote)

February, 25

  • usaNew York
  • usaFull-time
  • usaProfessional Services
  • usaRemote
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Overview: - Prelim is a fast-growing, remote-first startup revolutionizing the banking industry. - The company is focused on transforming customer onboarding processes for banks through innovative online and in-branch solutions. - Seeks to expand its Professional Services team to support clients in leveraging its platform for critical banking services. Key Responsibilities: - Manage and optimize no-code workflows for banking clients, focusing on account opening, onboarding, customer and account maintenance, treasury services, lending, etc. - Lead clients through the implementation process, guiding them on best practices for configuring and optimizing workflows. - Collaborate with cross-functional teams to ensure seamless delivery of solutions. - Serve as a trusted advisor to clients, helping them understand how to fully leverage the platform. - Analyze client requirements and translate them into effective, scalable workflow configurations. - Continuously review and refine workflows to enhance efficiency and value. - Provide insights and feedback to product teams for ongoing platform improvements. Requirements/Skills/Qualifications: - Strong problem-solving abilities and leadership in strategic implementations. - Experience in client-facing roles, preferably within professional services, consulting, or technology implementation. - Familiarity with no-code platforms and workflow configuration; technical aptitude is a plus. - Excellent communication skills and the ability to build trust and credibility. - Proactive, results-oriented mindset with a passion for innovative technology solutions. - Dedication to continuous learning and improvement. Compensation & Benefits: - Salary range: $80,000 - $110,000 per year. - Investment in employee growth and development. - Opportunities to lead critical projects that accelerate career progression. Why Prelim: - Opportunity to be part of a high-growth company with direct impact on clients and their customers. - Collaboration with a team of driven professionals tackling complex challenges. - Contribution to reshaping the banking industry through innovative technology solutions.
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