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Associate, Implementations (San Francisco Remote)

February, 26

  • usaSan Francisco
  • usaFull-time
  • usaProfessional Services
  • usaRemote
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Overview: - Prelim is a fast-growing, remote-first startup revolutionizing the banking industry. - The company's platform transforms banking customer onboarding, offering solutions for online and in-branch experiences. - Seeks to expand its Professional Services team to support clients in leveraging its platform for critical customer-facing services. Key Responsibilities: - Manage and optimize no-code workflows for banking clients in areas like account opening, onboarding, customer maintenance, treasury services, and lending. - Lead clients through implementation processes, guiding on best practices for configuring and optimizing workflows. - Collaborate with cross-functional teams to ensure seamless delivery of solutions. - Serve as a trusted advisor, helping clients leverage the platform to streamline operations and drive business outcomes. - 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 within professional services, consulting, or technology implementation. - Familiarity with no-code platforms and workflow configuration; technical aptitude is a plus. - Excellent communication skills, ability to build trust and credibility with clients and teams. - Proactive, results-oriented mindset with a passion for innovative technology solutions. - Drive for continuous learning and improvement. Compensation & Benefits: - Salary range: $80,000 - $110,000 a year. - Opportunities for growth and development, leading to accelerated career advancement. - Part of a collaborative team tackling complex challenges in the banking industry. - High visibility role with direct client interaction and strategic initiative leadership.
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