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Prelim

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.

130k – 140kNew York, NYBoston, MASan Francisco, CA+4 moreSolutions ArchitectureRemote
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About the role

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 LanguagesNo-Code PlatformsLow-Code PlatformsWorkflow AutomationIntegrationsBusiness Rules Engines

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