Prelim

Client Strategy Analyst

Prelim

full-time

Posted on:

Location Type: Remote

Location: California • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $120,000 - $130,000 per year

About the role

  • 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 and maintain customer workflows & configurations to align with each institution's goals
  • 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
  • Educate and enable bank employees on platform capabilities and best practices during and after implementation
  • Step in to support strategic implementations during resource crunches, helping with configuration and project management
  • Analyze, synthesize, and communicate product releases to customers
  • Navigate complex customer relationships and de-escalate high-stakes situations while protecting the team

Requirements

  • Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
  • Strong analytical aptitude and a structured approach to diagnosing and solving problems
  • 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
Benefits
  • Equity
  • Sponsored 401K
  • Parental leave
  • Fully paid health, vision, and dental insurance
  • Unlimited PTO
  • Remote work stipend
  • Life-style stipend
  • Twice-yearly company retreats
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer workflowsconfiguration managementtroubleshootingproject managementsupport ticket managementproduct analysisplatform capabilities
Soft Skills
customer-facing instinctsanalytical aptitudeproblem-solvingcommunication skillsorganizational skillsproactive mindsetrelationship managementde-escalationcalm under pressuremulti-stakeholder management