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Associate, Implementations
Millbrae, CAMarch 31st, 2026
Transform how the world's banks serve their customersPrelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone.Why We're Looking for YouWe're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions.As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences.Key ResponsibilitiesConfigure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platformBuild forms, set up integrations, and create business rules that meet specific regulatory and operational requirementsLead client calls and manage multiple concurrent implementations with competing deadlinesManage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processesServe as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomesProvide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovationBuild and maintain strong relationships with banking executives and operations teams across multiple client organizationsWhat We're Looking ForStrong problem-solving skills with meticulous attention to detailTechnical skills in a scripting languageExcellent communication abilities - you can explain technical concepts to non-technical stakeholdersAbility to manage multiple projects simultaneously and thrive under pressureQuick learner who can master new technical concepts independentlyLegally authorized to work in the United States and located within the continental United StatesNice to HavesExperience with no-code/low-code platforms or workflow automation toolsPrevious consulting or professional services experienceAbout Prelim:Prelim is a San Francisco and New York City-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation.We offer equity, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company retreats.Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.Compensation Range: $130K - $140KLocationNew York; Atlanta; Austin; Boston; Chicago; San Francisco; SeattleEmployment TypeFull timeLocation TypeRemoteDepartmentImplementationsCompensation$130K – $140K • Offers Equity
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