Software for banks to originate bank accounts online

Customer Success Associate

$60 - $90
San Francisco / Remote (US)
Job Type
1+ years
Connect directly with founders of the best YC-funded startups.
Apply to role ›
Chris Blaser
Chris Blaser

About the role

Help banks achieve better access to banking

Prelim is seeking a highly motivated and customer-focused individual to join our (small but growing!) team as a Customer Success Associate. If you're passionate about improving banking and thrive in a fast-paced and dynamic work environment, we encourage you to apply for this exciting opportunity.

As a Customer Success Associate at Prelim, you will be responsible for building strong relationships with banks and other financial institutions and ensuring their success with the platform. You will play a key role in driving customer adoption, engagement, and satisfaction by providing expert guidance, training, and support.

Key Responsibilities:

  • Build and maintain strong relationships with customers to understand their goals, challenges, and needs
  • Drive adoption and meet with important stakeholders on an ongoing basis
  • Provide ongoing customer support, including answering questions, resolving issues, and providing product training
  • Proactively engage customers to drive adoption, usage, and satisfaction with our products
  • Work closely with our Product and Engineering teams to communicate customer feedback and drive product improvements
  • Collaborate with cross-functional teams to develop and execute customer success plans
  • Stay up-to-date on banking trends and best practices, and share this knowledge with customers


  • Bachelor's degree in a relevant field, such as Business, Marketing, or Computer Science
  • 1+ years of experience in customer success, account management, or a related field
  • Excellent communication, interpersonal, and relationship-building skills
  • Strong problem-solving skills and ability to think creatively
  • Ability to work independently and as part of a team in a fast-paced and dynamic environment
  • Passion for helping customers succeed and drive business results
  • Bonus: Knowledgable about banking and banking trends

About Prelim:

Prelim is a cutting-edge software provider that specializes in digital account opening solutions for banks. Our platform is designed to streamline the account opening process for both consumers and businesses, increasing speed-to-market and improving the customer experience.

We pride ourselves on being a forward-thinking and innovative company, always on the lookout for new ways to improve our offerings and stay ahead of the curve in the banking industry. Our small team is made up of passionate and dedicated individuals who are committed to delivering exceptional results for our clients.

As a member of the Prelim team, you will have the opportunity to work with cutting-edge technology and be at the forefront of the digital account opening industry. You will have the chance to work with a diverse range of clients, including some of the biggest names in the banking industry, and have an outsized impact.

We offer a fast-paced and dynamic work environment, with ample opportunities for growth and advancement. If you're excited to be part of a team that is shaping the future of the banking industry, then we encourage you to apply to join us at Prelim. We are looking for individuals who are driven, ambitious, and excited about the opportunity to make a real impact in the digital account opening industry.


Why you should join Prelim

At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry.

Our no-code platform allows banks and financial institutions to digitalize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills.

Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box.

In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.

Team Size:12
Location:San Francisco
Chris Blaser
Chris Blaser
Heang Chan
Heang Chan