Apply📍 United States
🧭 Full-Time
🔍 Banking
- Experience working in client-facing roles, ideally within professional services, consulting, or technology implementation
- Familiarity with no-code/low-code platforms and workflow configuration; technical aptitude with business process optimization preferred
- Experience with financial services, banking operations, or complex B2B software implementations strongly preferred
- Excellent communication skills and the ability to build trust and credibility with clients ranging from bank executives to operations staff
- A proactive, results-oriented mindset, with a passion for helping clients achieve their goals through innovative technology solutions
- Strategic thinking combined with attention to detail—you can see the big picture while ensuring flawless execution
- A drive for continuous learning and improvement, both for yourself and the clients you support
- Lead clients through the implementation process, guiding them on best practices for configuring and optimizing workflows using Prelim's no-code platform
- Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes
- Work collaboratively with cross-functional teams, including engineering, product, and customer success, to ensure seamless delivery of Prelim's solutions
- 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
- Analyze client requirements and translate them into effective, scalable workflow configurations that address real-world banking challenges
- Continuously review and refine workflows to enhance efficiency and value for both internal teams and clients
- 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
Client relationship management
Posted about 17 hours ago
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