$90K–$110K + Equity | Full-time
About Prelim
Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical operations for community banks to multi-billion-dollar financial institutions worldwide. We’re a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.
Schedule
- Full-time, remote role
- Core locations: New York, Atlanta, Austin, Boston, Chicago, San Francisco, Seattle
- Standard business hours with flexibility for client needs
Responsibilities
- Manage a portfolio of live banking clients with regular check-ins and relationship building
- Handle support escalations, troubleshoot platform issues, and resolve urgent problems in real time
- Lead contract renewal negotiations and identify upsell opportunities
- Partner with sales, product, and engineering to advocate for customer needs
- Train bank employees on platform usage and best practices
- Manage support ticket flow and ensure timely resolution of client issues
- Plan and execute customer events, including summits and user conferences
- Support implementations during peak periods with configuration and project management
- Create and maintain release notes and customer communications
- Navigate difficult customer relationships and de-escalate tense situations
Requirements
- 2+ years of customer success, account management, or related experience
- Exceptional relationship-building and communication skills
- Strong technical aptitude and problem-solving abilities
- Ability to stay calm under pressure and manage multiple priorities
- Proactive mindset with a genuine care for customer outcomes
- High attention to detail, organizational skills, and adaptability
Nice to Haves
- Background in banking, fintech, or financial services
- B2B SaaS customer success or account management experience
- Contract negotiation and renewal experience
- Technical skills to understand integrations and platform functionality
Benefits
- $90K–$110K base salary plus equity
- 100% remote across the contiguous US
- Medical, dental, and vision plans
- Life/AD&D insurance (basic and supplemental)
- Short- and long-term disability coverage
- Flexible Spending Accounts (Medical & Dependent Care)
- 401(k)
- Equity packages for all roles
- Paid vacation, sick, and parental leave
- Employee Assistance Program (EAP)
- Financial literacy mentoring
- Pet insurance
- Home office stipend
At Prelim, you’ll join a small but mighty Customer Success team in a high-growth environment. You’ll have the chance to make a real impact, grow your career quickly, and help democratize access to banking services for communities everywhere.
Happy Hunting,
~Two Chicks…