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.
• Engage in treasury services and lending.
• Direct client interaction with high visibility.
• 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.
• Contribute to transforming the banking industry.
• Join a passionate team dedicated to making an impact.

Requirements

• Experience in managing workflows in a banking context.
• Strong problem-solving skills.
• Ability to work in a remote-first environment.
• Excellent communication skills for client interaction.
• Familiarity with no-code platforms.
• Experience in customer onboarding processes.
• Knowledge of treasury services and lending.
• Ability to lead strategic initiatives.
• Passion for simplifying banking access.
• Ability to thrive in a fast-paced environment.

Benefits

• Opportunity to work in a fast-growing startup.
• Remote work flexibility.
• High visibility role with direct client interaction.
• Impactful work in the banking industry.
• Supportive and high-performance culture.
• Opportunities for professional growth.
• Collaborative team environment.
• Innovative solutions and technology.
• Passionate team dedicated to making a difference.
• Dynamic work environment.