Associate, Implementations

Transform how the world's banks serve their customers

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 some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone.

Why We're Looking for You

We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions.

As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences.

Key Responsibilities

• Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform

• Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements

• Lead client calls and manage multiple concurrent implementations with competing deadlines

• Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes

• 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

• 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

What We're Looking For

• Strong problem-solving skills with meticulous attention to detail

• Excellent communication abilities - you can explain technical concepts to non-technical stakeholders

• Ability to manage multiple projects simultaneously and thrive under pressure

• Quick learner who can master new technical concepts independently

• Legally authorized to work in the United States and located within the continental United States

Nice to Haves

• Experience with no-code/low-code platforms or workflow automation tools

• Technical skills in a scripting language

• Previous consulting or professional services experience

About Prelim:

At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business.

We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges.

Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.