Prelim

Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.

Technical Account Manager

Technical Account ManagerSalesFull TimeRemoteTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

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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