Associate, Technical Account Manager

Transform how banks serve their customers

Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.

Why We’re Looking for You

We’re looking for a Associate, Technical Account Manager to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.

This role sits at the intersection of customer success, technical problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.

What You’ll Do

• Manage a portfolio of live banking clients as their trusted technical partner after go-live

• Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives

• Configure and maintain customer workflows & configurations

• Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions

• Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines

• Manage support ticket flow to ensure timely resolution of customer issues

• Train bank employees on platform usage and best practices during and after implementation

• Step in to support implementations during resource crunches, helping with configuration and project management

• Review, document, and communicate product releases to customers

• Navigate difficult customer relationships and de-escalate tense situations while protecting the team

What We’re Looking For

• Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively

• Comfort troubleshooting technical issues, with the technical aptitude to learn the platform quickly

• Grace under pressure, you stay calm during escalations or high-stakes customer situations

• Excellent written and verbal communication skills, especially when explaining complex topics to non-technical audiences

• Strong organizational skills and comfort juggling multiple priorities and accounts

• Proactive mindset, you identify and address issues before they become problems

• Genuine care for customers and willingness to go above and beyond

• Legally authorized to work in the United States and located within the continental United States

About Prelim

Prelim is a San Francisco-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation.

We offer equity, bonuses, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a health and wellness stipend, and biannual company meetups.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.