Professional Services Manager - Remote

Overview

Prelim is a fast-growing, remote-first startup revolutionizing the banking industry. Our platform transforms how banks onboard customers, providing innovative solutions for both online and in-branch experiences. Our team, distributed across the U.S., is driven by a single mission: to simplify banking access for everyone, one institution at a time.

In Short

• Manage and optimize no-code workflows for banking clients.
• Focus on account opening, onboarding, customer and account maintenance, treasury services, lending, and more.
• High visibility with direct client interaction.
• Lead strategic initiatives to maximize platform use.
• Work in a dynamic, fast-paced environment.
• Be part of a high-performance culture.
• Support clients in leveraging our platform for critical services.
• Join a team dedicated to simplifying banking access.
• Contribute to reimagining the banking industry.
• Engage with a talented team across the U.S.

Requirements

• Experience in managing workflows in a banking context.
• Strong problem-solving skills.
• Ability to work independently in a remote setting.
• Excellent communication skills for client interaction.
• Familiarity with no-code platforms.
• Experience in customer service or client management.
• Ability to lead strategic initiatives.
• Passion for the banking industry.
• Ability to thrive in a fast-paced environment.
• Strong organizational skills.

Benefits

• Remote-first work environment.
• Opportunity to work with innovative technology.
• Be part of a mission-driven team.
• Competitive salary and benefits.
• Professional development opportunities.
• Flexible work hours.
• Collaborative team culture.
• Impactful work in the banking industry.
• Access to cutting-edge tools and resources.
• Supportive leadership and mentorship.