Client Strategy Analyst

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

Strong analytical aptitude and a structured approach to diagnosing and solving problems

Technical skills in a scripting language

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-specialist audiences

Strong organizational skills and comfort managing 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

Prelim is a San Francisco and New York City-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, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company offsites.

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