Prelim

Account Executive

• Drive the full sales cycle from lead through close
• Engage and qualify incoming leads
• Build and nurture relationships with banking executives
• Articulate Prelim's value proposition across technical and business stakeholders
• Collaborate with the implementations team to help identify and scope deployments to customers
• Achieve annual booking targets and contribute to predictable revenue growth
• Develop and use sales material including presentation slides during the full sales process
• Represent Prelim at conferences and events, fostering relationships and identifying new business opportunities
• Work directly with banking executives to transform how they serve their customers
• Convert and expand inbound demand by engaging with qualified leads
• Collaborate with sales, implementation, and product teams

Technical Recruiter

• Run full-cycle recruiting across engineering, sales, and implementations, including sourcing, screening, scheduling, and supporting offers through close
• Build pipelines through cold outreach, referrals, and events rather than only processing inbound applications
• Partner with hiring managers to understand exceptional performance requirements for each role
• Help run campus recruiting efforts
• Track pipeline metrics and report what is working and what is not
• Protect candidate experience through fast interview loops, honest communication, and clean closes
• Master existing interview loops, rubrics, and recruiting processes, then improve them
• Help shape recruiting as the first dedicated recruiter at Prelim

Business Operations

• Build and run the company's operational infrastructure and operating system
• Provide leadership with weekly visibility into work allocation, team load, and delivery risk
• Assess capacity and present staffing options for new bank implementations
• Surface stalled projects, overloaded teams, and unanswered customer concerns
• Manage the two technical account managers through 1:1s, goal tracking, feedback, and development
• Coordinate staffing, project reassignment, out-of-office coverage, and customer issue routing
• Ensure every client concern has an owner, plan, and next check-in date
• Own operational cadence, including lead sync agendas, cycle kickoffs, commitment tracking, and follow-up
• Collaborate with People Operations on software contracts, offsites, and team meetups
• Create operational documentation, staffing plans, and status rhythms
• Flag implementation risks while leads retain responsibility for client-project recovery
• Shape organizational and product decisions through operational data

Business Operations Lead

Strategy

• Manage a portfolio of live banking clients as their trusted partner after go-live
• Conduct regular check-ins and maintain relationships with stakeholders from bank operations staff to executives
• Develop and maintain customer workflows and configurations aligned with each institution's goals
• Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions
• Partner 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
• Support strategic implementations during resource crunches, including 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

Client Strategy Analyst

DevOps Engineer

• Own the build, test, and deploy pipeline
• Implement progressive rollouts, fast rollbacks, and deploy-confidence practices
• Make and enforce fully reproducible infrastructure environments via code
• Define and achieve uptime targets relied upon contractually by bank customers
• Build monitoring, alerting, and incident-response capabilities
• Mature on-call practices from heroics into a systematic process
• Ensure change management, access controls, and audit logging produce evidence for regulated financial institutions
• Partner with the security function on SOC 2 and bank due-diligence requirements
• Own and optimize the cloud bill
• Serve as the first dedicated DevOps hire and own infrastructure end to end

Senior DevOps Engineer

Security Engineer

• Own the Secure SDLC, including dependency scanning, static analysis, security reviews of high-risk changes, and coordination of annual penetration tests
• Teach engineers to identify security issues earlier
• Partner with DevOps on IAM, secrets management, network architecture, logging, and detection
• Define policies, conduct risk assessments, and create the security roadmap
• Own security questionnaires, vendor risk assessments, and customer security reviews
• Manage endpoint security, access reviews, phishing resistance, and offboarding hygiene
• Own SOC 2 Type II end to end, including control design, evidence collection, and auditor management
• Own incident response by writing the plan, running tabletops, and leading real incidents
• Help define Prelim's security program as its first dedicated security hire

Account Executive

Technical Recruiter

Business Operations Lead

Client Strategy Analyst

Senior DevOps Engineer

Lead Security Engineer