Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Boston, New York, and Los Angeles.

Why We’re Looking for You

As Prelim continues to grow, we’re ready to establish a dedicated Business Systems Analyst role to manage and optimize no-code workflows for our banking clients, specifically focusing on customer experiences like bank account opening, online and in-branch onboarding, customer and account maintenance, treasury services, lending, and more. While you’ll be the first person in this role, you won’t be starting from scratch. Our engineering team has been handling workflow configurations up to this point, and there are best practices already in place. We need someone who can take ownership of this function, build upon these foundations, and ensure our clients can fully leverage Prelim’s platform to streamline their operations.

What You’ll Do

You’ll be responsible for managing and configuring no-code workflows that power the customer experiences for banks—from online and in-branch account onboarding to ongoing account maintenance, treasury services, lending workflows, and more. You’ll help banks implement these processes efficiently, guiding them on best practices and ensuring the smooth integration of Prelim’s solutions into their operations. Key Responsibilities

• Own the management of Prelim’s no-code workflow platform, taking over from the engineering team and continuing to refine and optimize the process
• Leverage established best practices and expand upon them to ensure efficient workflow configuration and client success
• Guide clients through best practices in implementing Prelim’s solutions, helping them optimize their internal processes
• Collaborate with the implementation and customer success teams to ensure a seamless onboarding experience for clients
• Provide ongoing support and training to clients, ensuring they maximize the value of our platform
• Analyze client needs and translate those into workflow configurations that deliver real value
• Collaborate with the engineering team to provide feedback and insights that help improve the platform
• Continuously review and optimize workflows to enhance efficiency and effectiveness for both internal teams and clients

What You’ll Bring

• Experience working with no-code platforms and configuring workflows; familiarity with technical processes is a plus
• Exceptional problem-solving skills and the ability to think strategically about how to improve workflows and processes
• Strong communication and interpersonal skills, with the ability to work across both technical and non-technical teams
• A proactive, self-starter mindset—you’re ready to take ownership of this function and drive continuous improvement
• Ability to build on existing processes while also introducing new ideas to improve efficiency and client outcomes
• A passion for technology and a desire to help clients succeed by leveraging it effectively