Associate, Implementations
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.
About the job
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
- Technical skills in a scripting language
- 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
- Previous consulting or professional services experience
Benefits
- Equity
- Sponsored 401K
- Parental leave
- Fully paid health, vision, and dental insurance
- Unlimited PTO
- Remote work stipend
- Lifestyle stipend
- Twice-yearly company retreats
Skills
Scripting Languages, No-Code Platforms, Low-Code Platforms, Workflow Automation, Integrations, Business Rules Engines
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