Be the steady hand for banks using a fast-growing fintech platform, from daily check-ins to urgent escalations to renewals. If you’re a calm problem-solver who can talk to ops, execs, and engineers in the same day, this role will keep you sharp and moving.
About Prelim
Prelim is a remote-first fintech startup modernizing how financial institutions onboard and serve customers. Their platform powers critical banking operations for clients ranging from community banks to large institutions. The mission is simple: make banking more accessible through better technology.
Schedule
- Full-time
- Remote-first (must be located in the continental United States and authorized to work in the U.S.)
- Listed hubs: New York, Atlanta, Austin, Boston, Chicago, San Francisco, Seattle
What You’ll Do
⦁ Manage a portfolio of live banking clients, run regular check-ins, and build relationships across operations teams through executive stakeholders
⦁ Handle support escalations and troubleshoot platform issues, often hopping on real-time calls to resolve urgent problems
⦁ Lead contract renewals and renewal negotiations, and identify upsell opportunities in partnership with Sales
⦁ Coordinate with Product and Engineering to advocate for customer requests, bug fixes, and platform improvements
⦁ Train bank employees on platform usage and best practices during and after implementation
⦁ Manage support ticket flow and drive timely resolution of customer issues
⦁ Plan and execute customer events like annual summits and user conferences
⦁ Jump into implementations when needed, supporting configuration and project management during resource crunches
⦁ Create and maintain release notes so customers stay informed about product updates
⦁ De-escalate tense situations and manage difficult relationships while protecting internal teams
What You Need
⦁ Strong relationship-building skills and the ability to manage multiple stakeholders at once
⦁ Sharp problem-solving skills and technical aptitude to troubleshoot platform issues
⦁ Calm under pressure during escalations and frustrated-customer moments
⦁ Excellent written and verbal communication
⦁ Ability to context-switch and juggle multiple priorities daily
⦁ Proactive mindset that spots issues early and acts before they become fires
⦁ Genuine customer-first mentality and willingness to go above and beyond
Benefits
⦁ Compensation: $90K – $110K salary range
⦁ Equity included
This is not a “sit back and answer tickets” role. It’s crisis-to-renewal-to-training in the same week. If that sounds like your kind of chaos, apply now while the team is still small and the growth curve is steep.
If you want impact, visibility, and fast career growth in fintech customer success, this is a real one.
Happy Hunting,
~Two Chicks…