Implementation Architect
Prelim, San Francisco +7
The role
Transform how the world's 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 some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone.
What you will do
- 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