Client Strategy Analyst

Related keywords: financial analyst remote jobremote job san franciscoanalyst remote job

Overview of the Position

The Client Strategy Analyst role at Prelim focuses on transforming banking experiences for customers. As a modern startup, Prelim's mission is to enhance how financial institutions onboard and serve their customers effectively. This role is pivotal in supporting the company’s growing portfolio of live banking clients, acting as a trusted partner in ensuring successful operations, troubleshooting issues, and scaling the utilization of Prelim's platform.

Company Background

Prelim is a remote-first startup with operations rooted in both San Francisco and New York City. They specialize in transforming the customer onboarding process in banking to improve efficiency and enhance customer experience. Their innovative platform is used by a diverse range of financial institutions, from community banks to larger entities, thereby fostering a broad reach in the banking sector.

Job Responsibilities

As a Client Strategy Analyst, your key responsibilities include:

• Managing a portfolio of live banking clients after their go-live phase.
• Engaging in regular check-ins and maintaining strong relationships with diverse stakeholders, including both operation staff and executives within banking institutions.
• Developing and maintaining tailored customer workflows and configurations to align with each institution’s unique goals.
• Handling support escalations, troubleshooting platform issues, and making on-call adjustments as necessary.
• Collaborating closely with product and engineering teams to diagnose bugs, advocate for customer needs, and communicate necessary timelines for resolutions.
• Managing the flow of support tickets to ensure timely issue resolution.
• Educating bank employees about platform capabilities and best practices following implementation.
• Supporting strategic implementations in high-pressure situations, assisting with configuration and project management.
• Analyzing, synthesizing, and communicating product releases to customers while effectively navigating complex customer relationships and addressing high-stakes situations.

Required Skills

Ideal candidates for the Client Strategy Analyst role must possess the following skills:

• Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively.
• Strong analytical aptitude with a structured approach to problem diagnosis and resolution.
• Technical skills in a scripting language to assist in troubleshooting.
• Composure under pressure, demonstrating grace during customer escalations and high-stakes interactions.
• Excellent written and verbal communication skills, particularly in simplifying complex topics for non-specialist audiences.
• Strong organizational skills to manage multiple accounts and priorities simultaneously.
• A proactive mindset, capable of identifying issues before they escalate.
• Genuine care for customers and a strong willingness to exceed their expectations.
• Legal authorization to work in the United States and a permanent residence within the continental U.S.

Compensation and Benefits

The salary range for this position is between $130,000 and $140,000, which reflects the company's commitment to recruiting top professional talent in the industry. In addition to competitive salaries, Prelim offers a range of benefits designed to promote work-life balance:

• Equity in the company, providing an opportunity for employees to share in its success.
• Sponsored retirement plans (401K) to prepare for future financial needs.
• Fully paid health, vision, and dental insurance for employees.
• Unlimited paid time off (PTO), allowing for flexibility to recharge.
• Remote work stipend and a lifestyle stipend to support home office setups.
• Opportunities for networking and team building through twice-yearly company retreats.

Commitment to Diversity

Prelim promotes an inclusive workplace that welcomes individuals from diverse backgrounds. They value diversity and inclusion and actively seek to build a team that reflects the varied society we live in. This commitment plays a critical role in their mission to innovate within the traditional banking sector.

Conclusion

This Client Strategy Analyst position at Prelim provides an exciting opportunity for candidates looking to make a genuine impact in the banking industry. With a focus on client success, problem-solving, and technology-driven solutions, the analyst will have the chance to work closely with financial institutions to redefine the customer experience. If you are motivated, technically adept, and passionate about driving change, this role is an ideal fit.

This job offer was originally published on himalayas.app