
Prelim
San Francisco, CA
Digital account opening platform for banks
About
Prelim builds a no-code omni-channel platform that automates deposit, treasury, and lending onboarding for U.S. banks and credit unions. It enables seamless digital account opening, maintenance, and integrations with legacy banking systems. The platform streamlines customer experiences across online, in-branch, and mobile channels, reducing friction in financial services access.
Tech stack
React, Node, Node.js, PostgreSQL, real-time data processing
Perks & benefits
Health insurance, Dental insurance, Vision insurance, 401k, Unlimited PTO, Parental leave, Home office stipend, Wellness stipend, Team offsites
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5Build and own scalable full-stack systems for financial institution onboarding, integrating with banking infrastructure and compliance providers. The role requires modern web technology experience, strong system design skills, customer collaboration, and a bachelor's degree.
Supports live banking clients after go-live by managing relationships, workflows, configurations, escalations, and support issues. The role requires strong analytical, communication, organizational, and scripting skills, with the ability to coordinate effectively across customers, product, engineering, and sales teams.
Lead multiple high-stakes bank software implementations as the primary coordinator between clients and cross-functional teams. Requires strong project management, technical aptitude, and ability to manage complex timelines and stakeholder relationships in a fintech environment.
Build operational infrastructure from scratch as the first Business Operations hire at a scaling fintech startup. Own cross-team coordination, workload visibility, operational cadence, staffing, and vendor logistics to enable sustainable growth without adding bureaucracy.
Implementation Associate configures banking workflows using no-code platform, manages client implementations, leads calls, and provides strategic advice to optimize digital banking for financial institutions. Requires scripting skills, problem-solving, and client communication.