客户策略分析师
Client Strategy Analyst
**改变银行服务客户的方式**
Prelim 正在革新金融机构的客户入职和客户服务方式。我们的平台为全球各地的金融机构提供关键的银行业务支持，从社区银行到数十亿美元的金融机构。我们是一家快速发展的远程优先初创公司，致力于让每个人都能更便捷地使用银行服务。
**为什么我们需要你**
我们正在寻找一名客户策略分析师，以支持我们不断增长的已上线银行客户组合。在这个职位上，你将成为金融机构在上线后的可信赖合作伙伴，帮助他们成功运营、解决故障并扩展对Prelim平台的使用。
这个职位位于客户成功、解决问题和内部协作的交汇点。你将与银行利益相关者以及Prelim的产品、工程和销售团队紧密合作。
**你将负责**
- 作为可信赖的合作伙伴，管理一组已上线的银行客户
- 定期进行沟通，并与银行运营人员到高管等利益相关者保持良好关系
- 制定并维护客户的工作流程和配置，以符合每个机构的目标
- 处理支持升级，排查平台问题，并在与金融机构的实时通话中进行调整
- 与产品和工程团队密切合作，调查错误，代表客户需求，并传达解决时间表
- 管理支持工单流程，确保客户问题及时解决
- 在实施期间和之后，对银行员工进行平台功能和最佳实践的培训和指导
- 在资源紧张时介入支持战略性实施，协助配置和项目管理
- 分析、总结并向客户传达产品发布内容
- 处理复杂的客户关系，在高风险情况下进行调解，同时保护团队
**我们寻找的人选**
- 出色的面向客户的直觉，能够有效管理多个利益相关者
- 强大的分析能力，有结构化的方法来诊断和解决问题
- 具备脚本语言的技术技能
- 在压力下保持冷静，特别是在处理升级或高风险客户情况时
- 优秀的书面和口头沟通能力，尤其是在向非专业受众解释复杂话题时
- 强大的组织能力
查看英文原文
**Transform how banks serve their customers**
Prelim is modernizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.
**Why We’re Looking for You**
We’re looking for a Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.
This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.
**What You’ll Do**
- 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
**What We’re Looking For**
- Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
- Strong analytical aptitude and a structured approach to diagnosing and solving problems
- Technical skills in a scripting language
- 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
**About Prelim**
Prelim is a San Francisco and New York City-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation.
We offer equity, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company offsites.
Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.