Prelim

Build and maintain operational infrastructure to support rapid company growth, including project tracking, workload visibility, and process management. | 3-6 years of experience in startup operations or similar roles, strong organizational and communication skills, ability to work with ambiguity, and experience in cross-team coordination. | Prelim is growing 2-3x annually and our platform powers account opening and onboarding for banks across the country. Our team is at a turning point: the informal systems that got us here won’t scale with where we’re headed next. Right now, the work of coordinating across teams, tracking projects, and keeping the company’s operational rhythm running falls on engineers, designers, and product leads. That’s not sustainable, and we know it. As our first Business Operations hire, you’ll build the operational infrastructure from scratch. There’s no playbook, no existing business ops team, and no predecessor in the role. You’ll decide what to systematize first, build processes that scale, and ensure nothing falls through the cracks while the company continues to grow rapidly. If you want to shape how a fintech startup scales, this is your chance to make a huge impact. What You'll Own Cross-team coordination. You'll maintain the picture of who's working on what across product, design, engineering, and implementations. When a new bank comes in, you're the person who looks at current allocation, identifies who has capacity, and presents staffing options, not the founder doing it from memory in a Slack DM. Workload visibility and risk tracking. You’ll build and run a lightweight system so leadership has a weekly view of team load, active work, and delivery risk. You surface early warning signs like stalled projects, overloaded teams, or unanswered customer concerns. The goal is to surface problems before they become emergencies. Operational rhythm. Leads syncs have agendas. Cycle kickoffs happen on schedule. Action items from meetings get tracked and followed up on. OOO plans are documented. 90-day reviews get scheduled. You own the cadence that keeps the company running smoothly. Staffing and project coordination. When projects need to be reassigned, when someone goes on PTO, when a customer escalation needs routing — you're the person who makes sure the handoff happens and nothing gets dropped. You maintain the map of who covers what, and you update it in real time. Vendor and logistics management. Office space coordination, software contracts, expense approvals, travel booking for offsites and team meetups in collaboration with People Operations. This work is real, it takes real hours, and it currently lands on people who should be building product. What You Won't Own You're not a people manager, team leads manage their own reports. You're not making product decisions, the founder and product leads own the roadmap. You're not doing the work itself, you're making sure the people who do have what they need and that nothing falls through cracks. What We're Looking For 3-6 years of experience at a startup that scaled through the 15-to-80 person range. You've lived through the transition from "everyone does everything" to "we need real structure," and you know what works and what's overkill at each stage. You've held a role where you were responsible for cross-functional coordination. Titles you might have held include ops manager, business operations, chief of staff, program manager, or a senior role at a consulting firm. The title matters less than whether you were the person who kept the trains running. You're a strong writer and communicator. You'll create the operational documentation that doesn't exist yet, staffing plans, project trackers, meeting agendas, status reports, process docs. If you can't write clearly and concisely, everything you produce will be ignored. You're relentlessly organized without being bureaucratic. You add just enough structure that things don't fall through cracks, but you know the difference between useful process and process for its own sake. You're comfortable with ambiguity. In the first month, you might be updating a project board, chasing down a dropped support ticket, organizing travel for an offsite, and building a staffing spreadsheet, all in the same day. If that mix of variety and ownership sounds exciting, you'll feel right at home here. You're direct and unintimidated. You'll need to tell a team lead "your team is overloaded and we need to cut something" and tell the founder "you committed to something we don't have capacity for." This role requires comfort with giving direct and thoughtful feedback. Nice to Have, Not Required Experience in B2B, enterprise software, or fintech Familiarity with tools like Linear, Notion, Pylon, Mixpanel Experience supporting a technical team (engineering, design, product) What You Won't Find in This Role This isn't a back-office position. You'll work directly with the founder and team leads daily. You'll have visibility into every part of the company. The decisions you enable and the problems you catch will directly affect whether this company scales well or burns out its best people. How You'll Know It's Working A month in, the founder stops being the person who's asked "who's covering this." Two months in, there's a weekly snapshot of team load that didn't exist before. Three months in, problems get surfaced in a regular report before they become emergencies. Six months in, a new bank comes in and the staffing conversation takes fifteen minutes instead of a week of ad hoc huddles. About Prelim Prelim is a San Francisco-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation. We offer equity, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company retreats. This role would also attend periodic team meetups in NYC and SF. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

Support lead generation, manage social media, create marketing materials, and assist with events to support growth initiatives. | 1-3 years in marketing or related roles, strong communication skills, ability to manage multiple projects, and proactive problem-solving. | Fuel the growth that makes banking more accessible Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone. Why We're Looking for You We're looking for a Growth Marketing Associate to shape how we reach and engage our customers. In this role, you’ll tell Prelim’s story across a variety of growth channels and shape how Prelim shows up on LinkedIn, at conferences, and in sales conversations. You’ll create content, run campaigns, and collaborate closely with Sales and Design to bring ideas to life quickly. What You'll Do Partner with Sales to support lead generation, sales goals, and conference/event execution Help manage and grow Prelim’s LinkedIn presence through thoughtful storytelling and consistent content Attend conferences and industry events with the Sales team to support messaging, materials, and follow-up Partner with Design on creative assets such as event materials, one-pagers, and presentations Create presentations, case studies, and one-pagers to reinforce Prelim’s brand Gather feedback from sales conversations, demos, and events to refine messaging Support executive-facing initiatives and account-based marketing to generate high-quality leads Contribute ideas and insights to improve processes, campaign effectiveness, and overall growth strategy What We're Looking For 1-3 years of experience in marketing, growth, communications, or a related role Strong communicator with content creation skills, including visual design and copywriting Proactive about identifying gaps and proposing solutions Comfortable in a fast-paced environment and able to prioritize and manage multiple projects at once Legally authorized to work in the United States and located within the continental United States Nice to Haves Experience supporting B2B marketing, sales enablement, or field marketing efforts Interest in financial services, banking, or fintech About Prelim Prelim is a San Francisco-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation. We offer equity, bonuses, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a health and wellness stipend, and biannual company meetups. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

| Build the platform that will power every type of financial institution onboarding The Prelim team is seeking a Software Engineer, Product to join our rapidly growing fully remote US team. You'll have the opportunity to architect and build the platform that handles every conceivable type of financial institution onboarding, from simple deposit accounts to complex treasury services for millions of people. If you're passionate about solving massive-scale engineering challenges and eager to be part of a fast-paced remote startup culture, we encourage you to apply to join our team today! As a Software Engineer, Product at Prelim, you will own critical parts of the platform that powers digital onboarding for financial institutions across the world. You'll work directly with our customers, product team, and engineering leadership to build systems that handle everything from online deposit account opening to in-branch experiences, account maintenance, treasury services onboarding, credit card applications, and every other type of financial institution onboarding imaginable. This isn't just another full-stack role, it's the chance to build the infrastructure that millions depend on. Key Responsibilities: Architect and build features across our entire stack, from React frontends to Node.js APIs to PostgreSQL databases, handling massive scale and complexity. Design and implement onboarding flows for every financial service imaginable, deposits, loans, treasury services, credit cards, business accounts, and emerging financial products. Build systems that seamlessly integrate with legacy bank infrastructure, core banking systems, and third-party compliance providers. Solve complex technical challenges around multi-tenant architecture, real-time data processing, and bank-grade reliability requirements. Work directly with major banks to understand their unique onboarding requirements and translate complex business logic into elegant technical solutions. Build both customer-facing applications and internal tools that bank employees use in branches and call centers. Own the performance, scalability, and reliability of systems processing millions of applications across hundreds of different banking products. Qualifications: Experience with modern web technologies (React, Node.js, PostgreSQL preferred). Whether you're a new graduate with impressive projects or an experienced engineer, we want to hear from you. Strong system design skills and experience with scalable architectures, you'll be building systems that need to handle rapid growth. You thrive on solving complex technical problems with business context. You can break down complicated banking requirements and build elegant solutions. You care about business impact and can balance technical excellence with shipping features that move the business forward. You think deeply about user experience, whether you're building for bank customers opening accounts or bank employees processing applications. You communicate technical concepts clearly to both engineering teammates and non-technical stakeholders, including bank executives. You're excited about working directly with customers, understanding their complex needs, and iterating quickly based on feedback. You want to own significant parts of the product and help shape technical decisions as we scale. Why Prelim? At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a dynamic environment where you'll need to be comfortable with ambiguity and rapid change. You'll be part of a small but mighty engineering team that punches above its weight. While the workload can be intense, you'll have the opportunity to make a real impact and grow your career quickly. We promote from within and invest in our people's development. Most importantly, you'll help democratize access to banking services. Your work ensures that financial institutions can effectively serve their communities through modern, accessible technology.