Implementation Engineer (Remote)
CrowdstrikeSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, BankingIndustries
Requirements
- Strong problem-solving abilities and the capacity to lead strategic implementations that drive client success
- 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
Responsibilities
- 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
Skills
No-code workflows
Workflow configuration
Project management
Client implementation
Account onboarding
Customer maintenance
Treasury services
Lending processes
Credit card applications
Cross-functional collaboration
Prelim
No-code digital automation platform for banks
About Prelim
At Prelim, employees have the opportunity to work at the forefront of digital automation in the banking sector, using cutting-edge technologies like white-labeling and no-code development. This company excels in providing seamless, device-agnostic solutions that significantly enhance the client onboarding and servicing experience for top U.S. banks. With a commitment to improving digital customer journeys, Prelim offers a dynamic and influential environment for professionals looking to impact major industry players positively.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$2.1MTotal Funding
SEEDCompany Stage
Consulting, EducationIndustries
11-50Employees
Benefits
Remote Work Options
Risks
Emerging fintech startups may threaten Prelim's market share.
Over-reliance on fintech partnerships could expose Prelim to partner risks.
Rapid tech changes may render Prelim's solutions obsolete without innovation.
Differentiation
Prelim offers a no-code platform for seamless digital onboarding solutions.
Prelim's technology integrates with major core banking systems like Finastra Phoenix.
Prelim has a strong presence in 41 U.S. banks, including Banc of California.
Upsides
Growing demand for digital onboarding boosts Prelim's market potential.
Partnerships with Finastra and PortX enhance Prelim's integration capabilities.
Recognition as best-in-class by ABA strengthens Prelim's industry reputation.
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