Project Manager, Implementations

Prelim Inc.

Job Overview

Location

New York

Job Type

Full-time

Full Job Description

📋 Description

• As a Project Manager, Implementations at Prelim Inc., you will play a pivotal role in transforming how banks serve their customers by leading financial institutions through their digital transformation journey. You will manage multiple high-stakes, concurrent bank implementations, ensuring seamless onboarding experiences that directly impact the accessibility and efficiency of banking services across the U.S., from community banks to large credit unions.
• Your day-to-day responsibilities will include managing multiple concurrent bank implementations with overlapping timelines, tracking dependencies and risks while driving projects to on-time completion; leading client calls and building trusted relationships with stakeholders ranging from C-suite executives to operations staff, handling difficult conversations and managing expectations; coordinating cross-functional teams including Implementation Associates, engineers, and Customer Success to ensure smooth project execution and post-launch transitions; translating complex technical requirements between clients and internal teams while protecting your implementation team from scope creep; jumping in to help with hands-on configuration and debugging when needed to keep projects moving during resource constraints; documenting solutions and identifying process improvements to enhance future deployments and team efficiency; and escalating strategically to sales and leadership when additional support is needed to unblock critical issues.
• Prelim is a fast-growing, remote-first startup headquartered in San Francisco and New York City, operating with fully remote positions across the U.S. The company is on a mission to revolutionize how financial institutions onboard and serve their customers by powering critical banking operations through its innovative platform. Prelim values diversity and inclusion, fostering a culture where people of all backgrounds are welcome to contribute to transforming the banking industry through technological innovation.
• In this role, you will develop deep expertise in financial technology implementations, strengthen your ability to manage complex, high-pressure projects in a fast-paced startup environment, and build trusted relationships with banking executives and operations teams. You will gain hands-on experience with no-code platforms and integration projects while contributing to process improvements that enhance team efficiency and customer outcomes, positioning you for growth into senior project or program management roles within the fintech or professional services space.

🎯 Requirements

• Exceptional organizational skills, you live by your task lists and calendars
• Strong communication abilities with both technical and non-technical audiences
• Proven ability to manage multiple complex projects simultaneously
• Grace under pressure, you stay calm when clients are stressed and deadlines are tight
• Natural problem solver who finds creative solutions within constraints
• Self-starter who takes ownership without waiting for direction
• Legally authorized to work in the United States and located within the continental United States

🏖️ Benefits

• Equity participation in a fast-growing fintech startup
• Sponsored 401K retirement plan
• Fully paid health, vision, and dental insurance
• Unlimited PTO
• Remote work stipend
• Life-style stipend
• Twice-yearly company retreats
• Parental leave

Skills & Technologies

Remote

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Prelim Inc.

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About Prelim Inc.

Prelim provides a digital onboarding platform that enables banks and credit unions to open accounts online. The software streamlines customer and business account opening workflows, integrates with core banking systems, and automates identity verification, document collection, and compliance checks. Its low-code workflow builder allows institutions to customize application forms and processes without extensive IT resources, reducing abandonment rates and operational costs while meeting regulatory requirements.

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