Prelim ยท 7 hours ago
Technical Account Associate
United States
Full-time
Remote
New Grad, Entry LevelPrelim is a fast-growing, remote-first startup revolutionizing how financial institutions onboard and serve their customers. The Technical Account Associate will support live banking clients by acting as a trusted partner, managing relationships, troubleshooting issues, and ensuring effective platform usage.
Computer Software
Responsibilities
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
Qualification
Required
Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
Comfort troubleshooting technical issues, with the technical aptitude to learn the platform quickly
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-technical audiences
Strong organizational skills and comfort juggling 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
Company
Prelim
Prelim helps automate deposit, treasury services, and lending onboarding for U.S. banks and credit unions.
Founded in 2017
51-200 employees
H1B Sponsorship
Prelim has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Growth StageCompany data provided by crunchbase