Prelim
Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.
Technical Account Manager
Location
California
Posted
49 days ago
Salary
$100K - $120K / year
Bachelor DegreeEnglish
Job Description
• 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
Job Requirements
- 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
Benefits
- Offers Equity
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