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Jobs at Prelim (Now Hiring) — 2 open

Prelim logoPrelim

Project Manager, Implementations

New York, New York, United States · Remote OK

$130k–$140k/yr

Mid level$4M raised

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 U.S., from com…

Skills: Project Management, Software Implementation, Stakeholder Management, Cross-functional Coordination, Technical Requirements Translation

Prelim logoPrelim

Business Operations Lead

San Francisco, California, United States · Remote OK

$170k–$180k/yr

Mid level$4M raised

Prelim is growing 2-3x annually and our platform powers account opening and onboarding for banks across the country. Our team is at a turning point: the informal systems that got us here won’t scale with where we’re head…

Skills: Cross-functional coordination, Operational infrastructure, Project tracking, Staffing planning, Vendor management

Prelim logo

Project Manager, Implementations

Prelim

New York, New York, United States • Remote OK

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Mid level

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  • $130k–$140k/yr
  • Full-time
  • Equity, Sponsored 401K, Parental leave, Health insurance, Vision insurance, Dental insurance
  • Posted 6d ago
  • ~40 hrs/week
  • Remote in United States

Responsibilities

Lead multiple concurrent bank implementations by coordinating cross-functional teams and managing relationships with C-suite executives. Ensure on-time project completion by translating technical requirements and handling hands-on configuration and debugging.

Requirements

Requires a background in software implementations or professional services with technical aptitude and experience managing complex projects. Candidates must be legally authorized to work in the continental United States.

Full job description

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 U.S., from community banks to multi-billion dollar credit unions. 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 Project Manager, Implementations to join our Implementation team and lead banks through their digital transformation journey. You'll manage multiple high-stakes deployments simultaneously, coordinate cross-functional teams, and ensure our banking clients successfully launch on time.

This is a hands-on role where organization meets execution. You'll be the conductor orchestrating complex implementations while building trusted relationships with banking executives and operations teams.

What You'll Do

  • Manage multiple concurrent bank implementations with overlapping timelines, tracking dependencies and risks while driving projects to on-time completion

  • Lead client calls and build trusted relationships with stakeholders from C-suite executives to operations staff, handling difficult conversations and managing expectations

  • Coordinate cross-functional teams including Implementation Architects, Software Engineers, and Customer Success to ensure smooth project execution and post-launch transitions

  • Translate complex technical requirements between clients and internal teams while protecting your implementation team from scope creep

  • Jump in to help with hands-on configuration and debugging when needed, keeping projects moving forward during resource constraints

  • Document solutions and identify process improvements to enhance future deployments and team efficiency

  • Escalate strategically to sales and leadership when additional support is needed to unblock critical issues

What We're Looking For

  • Background in software implementations or professional services

  • Technical aptitude, ability to understand platform capabilities and limitations

  • Familiarity with no-code platforms or integration projects

  • Proven ability to manage multiple complex projects simultaneously

  • Grace under pressure, you stay calm when clients are stressed and deadlines are tight

  • Exceptional organizational skills, you live by your task lists and calendars

  • Strong communication abilities with both technical and non-technical audiences

  • Natural problem solver who finds creative solutions within constraints

  • Self-starter who takes ownership without waiting for direction

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

Nice to Haves

  • Experience in financial services, banking, or fintech

  • Technical skills in a scripting language

  • Previous experience managing aggressive timelines with fixed deadlines

About Prelim

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 retreats.

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

Related keywords

FintechBankingDigital TransformationNo-code PlatformsIntegration ProjectsProfessional ServicesSaaSImplementation ArchitectureCustomer SuccessScope CreepScripting LanguageFinancial Services

About Prelim

LinkedInVisit site

Prelim is the modern platform for financial institutions - helping create better onboarding for customers and bankers.

Industry
Software Development
Company size
51-200 employees
Founded
2017
Headquarters
San Francisco, California
LinkedIn followers
8,198
Total funding
$4M

Prelim helps automate deposit, treasury services, and lending onboarding for U.S. banks and credit unions. Our omni-channel platform helps consumers and businesses access financial services that are essential to their financial success. Prelim provides a first-class customer experience that has received numerous awards by Datos Insights, ICBA, and FIS. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with offices in New York, and Miami.

Offices: 220 Montgomery St, San Francisco, California 94104, US

Information TechnologyBankingSoftwareIT ManagementLendingFinTechFinancial Services
View all jobs at Prelim

About Prelim

LinkedInVisit site

Prelim is the modern platform for financial institutions - helping create better onboarding for customers and bankers.

Industry
Software Development
Company size
51-200 employees
Founded
2017
Headquarters
San Francisco, California
LinkedIn followers
8,198
Total funding
$4M

Prelim helps automate deposit, treasury services, and lending onboarding for U.S. banks and credit unions. Our omni-channel platform helps consumers and businesses access financial services that are essential to their financial success. Prelim provides a first-class customer experience that has received numerous awards by Datos Insights, ICBA, and FIS. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with offices in New York, and Miami.

Offices: 220 Montgomery St, San Francisco, California 94104, US

Information TechnologyBankingSoftwareIT ManagementLendingFinTechFinancial Services
View all jobs at Prelim

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