Associate, Implementations (Remote)

• Lead clients through the implementation process, guiding them on best practices for configuring and optimizing workflows using Prelim's no-code platform
• Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes
• Work collaboratively with cross-functional teams, including engineering, product, and customer success, to ensure seamless delivery of Prelim's solutions
• Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes
• Analyze client requirements and translate them into effective, scalable workflow configurations that address real-world banking challenges
• Continuously review and refine workflows to enhance efficiency and value for both internal teams and clients
• Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation
• Build and maintain strong relationships with banking executives and operations teams across multiple client organizations

• Strong problem-solving abilities and the capacity to lead strategic implementations that drive client success
• Experience working in client-facing roles, ideally within professional services, consulting, or technology implementation
• Familiarity with no-code/low-code platforms and workflow configuration; technical aptitude with business process optimization preferred
• Experience with financial services, banking operations, or complex B2B software implementations strongly preferred
• Excellent communication skills and the ability to build trust and credibility with clients ranging from bank executives to operations staff
• A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions
• Strategic thinking combined with attention to detail—you can see the big picture while ensuring flawless execution
• A drive for continuous learning and improvement, both for yourself and the clients you support

Pay range: $100K - $120K

• Meaningful equity