Prelim is looking for an Associate, Implementations to be the bridge between our platform and clients' vision, turning complex banking requirements into seamless digital experiences. This hands-on role involves configuring banking workflows, managing client relationships, and directly impacting how millions of customers interact with their financial institutions.

What You'll Do

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 Have

Experience with no-code/low-code platforms or workflow automation tools.
Technical skills in a scripting language.
Previous consulting or professional services experience.

Team & Environment

We are a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a fast-paced learning environment with mentorship from experienced team members and exposure to all aspects of the business. You'll find clear career trajectories with paths to Senior Implementation Associate and team leadership roles. We are a mission-driven team working to democratize access to banking services and value diversity and inclusion; people of all backgrounds are welcome.