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Prelim

Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.

Client Strategy Analyst

AnalystAnalystOtherRemoteSeniorTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

96 days ago

Salary

$120K - $130K / year

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Client Strategy Analyst

Prelim

• 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

Job 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

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