Client Strategy Analyst

Prelim

Remote regions

US

Benefits

Unlimited PTO

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What You’ll Do:

  • Manage a portfolio of live banking clients as their trusted partner after go-live.
  • Conduct regular check-ins and maintain strong relationships with stakeholders.
  • Handle support escalations and troubleshoot platform issues.

What We’re Looking For:

  • Exceptional customer-facing instincts and ability to manage multiple stakeholders.
  • Strong analytical aptitude and structured problem-solving.
  • Technical skills in a scripting language and excellent communication.

About Prelim:

  • Prelim is a remote-first startup modernizing banking onboarding.
  • They offer equity, 401K, parental leave, and health benefits.
  • They are based in SF and NYC with remote positions across the US.

Prelim

Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.

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