Client Strategy Analyst
Transform how banks serve their customers
Prelim is modernizing 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 Client Strategy Analyst 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, 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 partner after go-live
Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
Develop an
