Customer Success Associate - Remote

Overview

Prelim 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 multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.

In Short

• Manage a portfolio of live banking clients and conduct regular check-ins.
• Handle support escalations and troubleshoot platform issues.
• Lead contract renewal negotiations and identify upsell opportunities.
• Coordinate with product and engineering teams for customer feature requests.
• Train bank employees on platform usage and best practices.
• Manage support ticket flow and ensure timely resolution of issues.
• Plan and execute customer events including summits and conferences.
• Support implementations during resource crunches.
• Create and maintain release notes for customers.
• Navigate difficult customer relationships and de-escalate situations.

Requirements

• Exceptional relationship-building skills.
• Strong problem-solving abilities and technical aptitude.
• Grace under pressure when dealing with escalations.
• Excellent written and verbal communication skills.
• Ability to juggle multiple priorities.
• Proactive mindset to identify and address issues.
• Genuine care for customer success.

Benefits

• Remote-first company with explosive growth.
• Dynamic environment with opportunities for impact.
• Promote from within and invest in people’s development.
• Help democratize access to banking services.