Prelim

Business Operations

• Cross-team coordination
• Workload visibility and risk tracking
• Operational rhythm
• Staffing and project coordination
• Vendor and logistics management

Business Operations Lead

Growth Marketing

• Partner with Sales to support lead generation, sales goals, and conference/event execution
• Help manage and grow Prelim’s LinkedIn presence through thoughtful storytelling and consistent content
• Attend conferences and industry events with the Sales team to support messaging, materials, and follow-up
• Partner with Design on creative assets such as event materials, one-pagers, and presentations
• Create presentations, case studies, and one-pagers to reinforce Prelim’s brand
• Gather feedback from sales conversations, demos, and events to refine messaging
• Support executive-facing initiatives and account-based marketing to generate high-quality leads
• Contribute ideas and insights to improve processes, campaign effectiveness, and overall growth strategy

Growth Marketing Associate

Technical Account Manager

• Manage a portfolio of live banking clients as their trusted technical partner after go-live
• Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
• Configure and maintain customer workflows & configurations
• Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions
• Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines
• Manage support ticket flow to ensure timely resolution of customer issues
• Train bank employees on platform usage and best practices during and after implementation
• Step in to support implementations during resource crunches, helping with configuration and project management
• Review, document, and communicate product releases to customers
• Navigate difficult customer relationships and de-escalate tense situations while protecting the team

Product Designer

• Craft pixel perfect designs that enhance and expand the platform.
• See designs from start to finish, from the initial idea through to production, ensuring the highest quality in every deliverable.
• Create and evolve design systems, prototypes, and other necessary assets to bring innovative ideas to life on our platform.