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Customer Success Associate at Prelim
New York, New York, USA - Full Time
Skills Needed
Flawless Execution, Technology Solutions, Professional Services, Technology, Strategic Thinking, Financial Services, Process Optimization, Communication Skills
Qualification
Graduate
Customer Success Associate at Prelim
New York, New York, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Customer Success Associate at Shorthand
Brisbane, Queensland, Australia - Full Time
Skills Needed
Communications, Journalism
Qualification
Graduate
Experience Required
Minimum 1 year(s)
CUSTOMER SUPPORT ASSOCIATE at Orbus Inc
North Las Vegas, Nevada, United States - Full Time
Skills Needed
Communication, Interpersonal Skills, Organizational Skills, Order Processing, Inventory Management, Time Management, Multitasking, Team Player, Verbal Communication, Written Communication, Microsoft Office, Detail Oriented
Specialization
Candidates should have at least an Associate degree or one year of related experience and proficiency in Microsoft Office. Successful associates are organized, detail-oriented, and possess excellent communication skills.
Customer Support Associate at Padlet
Singapore, , Singapore - Full Time
Skills Needed
Communication Skills, English, Management Skills
Qualification
Graduate
Customer Support Associate at Pixl Innovations
Austin, TX 73344, USA - Full Time
Skills Needed
It
Qualification
Graduate
Customer Support Associate at Luminary Sales Solutions
Arlington, Texas, USA - Full Time
Skills Needed
Customer Service, Communication Skills, Retail
Qualification
Graduate
Customer Success Associate at Catholic Charities of Southeast Texas
Austin, Texas, United States - Full Time
Skills Needed
Customer Success, Onboarding, Communication, Problem Solving, Documentation, Relationship Management, Customer Engagement, Troubleshooting, Collaboration, Customer Health Metrics, Financial Technology, Construction Industry, Spanish Language Support, Startup Experience
Specialization
The role requires 2-4 years of customer-facing experience and strong communication skills. An entrepreneurial mindset and a bias towards process and documentation are essential.
Experience Required
Minimum 2 year(s)
Cashier/Customer Associate at Greenspirit Strategies Ltd
Burnaby, BC V5H 4T9, Canada - Full Time
Skills Needed
Dental Care, Vision Care, Flexible Schedule
Qualification
Diploma
Customer Support Associate at Sutherland
Mumbai City, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Empathy, Time Management, Windows Operating Systems, Email Etiquette, Multi Channel Communication
Specialization
Good verbal and written communication skills in English are required. A high school diploma or equivalent is necessary, and 0-2 years of experience is preferred, with freshers welcome.
Customer Support Associate at TripToGo Inc
Markham, ON L3R 0B8, Canada - Full Time
Skills Needed
Travel, Customer Service, Team Spirit, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Customer Success Associate at Emailgistics Corp
Remote, British Columbia, Canada - Full Time
Skills Needed
Sharepoint, Technology Platforms, Interpersonal Skills, Customer Service, Information Technology, Microsoft, Teams, Communications, Communication Skills
Specialization
Business Administration, Administration, Business, Communications, Information Technology, Marketing, Technology
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Customer Support Associate at NielsenIQ
Helsinki, Uusimaa, Finland - Full Time
Skills Needed
Client Communication, Data Analysis, Troubleshooting, Powerbi, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Fmcg Industry Knowledge, Relationship Building, Organizational Skills, Time Management, Client Training, Business Intelligence, Client Servicing, Problem Solving, Collaboration
Specialization
Candidates should have experience with Microsoft tools and an interest in the FMCG industry. Strong communication skills and the ability to build relationships across cultures are essential.
Customer Support Associate at Sutherland
Mumbai City, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Empathy, Time Management, Windows Operating Systems, Email Etiquette, Multi Channel Communication
Specialization
Good verbal and written communication skills in English are required. A high school diploma or equivalent is necessary, and 0-2 years of experience is preferred, with freshers welcome.
Customer Success Associate at Auctane
Zielona Góra, Lubusz Voivodeship, Poland - Full Time
Skills Needed
Customer Service Orientation, Communication Skills, Attention To Detail, Organizational Skills, Salesforce Experience, Metrics Orientation, Account Management, Client Relationship Development, Service Management, Contract Administration, Performance Reporting, Cross Functional Collaboration, Problem Solving, Proactive Account Review, Risk Management, Growth Opportunities Identification
Specialization
Candidates should be highly organized with strong customer service skills and excellent communication abilities. Experience with Salesforce or similar CRM systems is preferred, along with exposure to the retail trade.
Customer Support Associate at Virgin Money
NUT, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Customer Support Associate at Convera
Santa Ana, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Time Management, Attention To Detail, Critical Thinking, Proactive, Team Mindset, Adaptability, Ms Outlook, Excel, Word, Powerpoint, Problem Solving, Client Management, Relationship Building, Compliance
Specialization
Candidates should have experience in a client-facing role, preferably in financial services, and possess excellent communication and listening skills. A passion for customer service excellence and the ability to work independently and as part of a team are essential.
Experience Required
Minimum 2 year(s)
Customer Success Associate at LifeRaft
Halifax, NS, Canada - Full Time
Skills Needed
Catalyst, Management Skills, Customer Advocacy, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Customer Success Associate at Leap Tools
Remote, British Columbia, Canada - Full Time
Skills Needed
Salesforce, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Customer Success Associate at Optix
Vancouver, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Customer Success Associate at Prelim
New York, New York, USA -
Full Time


Start Date

Immediate

Expiry Date

11 Nov, 25

Salary

90000.0

Posted On

11 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Flawless Execution, Technology Solutions, Professional Services, Technology, Strategic Thinking, Financial Services, Process Optimization, Communication Skills

Industry

Banking/Mortgage

Description

TRANSFORM HOW THE WORLD’S BANKS SERVE THEIR CUSTOMERS

Prelim is a fast-growing, remote-first startup revolutionizing the financial institution industry. Our platform transforms how banks onboard customers, providing innovative solutions for both online and in-branch experiences. Our team, distributed across the U.S., is driven by a single mission: to simplify banking access for everyone, one institution at a time.
At Prelim, we cultivate a high-performance culture where talented individuals thrive. We’re not just building technology, we’re reimagining an entire industry. If you’re passionate about solving complex problems, making an impact, and working in a dynamic, fast-paced environment, Prelim is the place for you.

WHY WE’RE LOOKING FOR YOU

As Prelim continues its rapid growth, we’re expanding our Customer Success team to support our clients in leveraging our platform for critical customer-facing financial services. We are seeking a talented individual to build strong customer relationships with our financial institution clients and help them achieve their business outcomes with our platform that supports account opening, onboarding, customer and account maintenance, treasury services, lending, and credit card applications.
This role provides high visibility, with direct client interaction and opportunities to lead strategic initiatives that help banks maximize their use of Prelim’s platform. You’ll work with some of the biggest names in banking, translating their complex operational requirements into streamlined digital experiences that serve millions of customers.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities
  • Lead customer training to teach and empower employees at banks and credit unions how to use our platform for their day-to-day roles
  • Manage client relationships post-deployment with direct responsibility for increasing customer utilization and customer NPS and contract retention
  • Support account teams in pre-sales activities through gathering relevant customer success metrics
  • Work collaboratively with cross-functional teams, including engineering, product, and sales, to support customer service requirements
  • Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim’s platform to streamline operations and drive measurable business outcomes
  • Analyze client requirements post-deployment and translate them into effective, scalable workflow configurations that address real-world banking challenges and refer to sales for additional expansion opportunities
  • Provide customer insights and feedback to product teams, contributing to ongoing platform improvements and innovation
  • Build and maintain strong relationships with banking executives and operations teams across multiple client organizations
Customer Success Associate at Prelim
New York, New York, USA - Full Time
Skills Needed
Flawless Execution, Technology Solutions, Professional Services, Technology, Strategic Thinking, Financial Services, Process Optimization, Communication Skills
Qualification
Graduate
Customer Success Associate at Prelim
New York, New York, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Customer Success Associate at Shorthand
Brisbane, Queensland, Australia - Full Time
Skills Needed
Communications, Journalism
Qualification
Graduate
Experience Required
Minimum 1 year(s)
CUSTOMER SUPPORT ASSOCIATE at Orbus Inc
North Las Vegas, Nevada, United States - Full Time
Skills Needed
Communication, Interpersonal Skills, Organizational Skills, Order Processing, Inventory Management, Time Management, Multitasking, Team Player, Verbal Communication, Written Communication, Microsoft Office, Detail Oriented
Specialization
Candidates should have at least an Associate degree or one year of related experience and proficiency in Microsoft Office. Successful associates are organized, detail-oriented, and possess excellent communication skills.
Customer Support Associate at Padlet
Singapore, , Singapore - Full Time
Skills Needed
Communication Skills, English, Management Skills
Qualification
Graduate
Customer Support Associate at Pixl Innovations
Austin, TX 73344, USA - Full Time
Skills Needed
It
Qualification
Graduate
Customer Support Associate at Luminary Sales Solutions
Arlington, Texas, USA - Full Time
Skills Needed
Customer Service, Communication Skills, Retail
Qualification
Graduate
Customer Success Associate at Catholic Charities of Southeast Texas
Austin, Texas, United States - Full Time
Skills Needed
Customer Success, Onboarding, Communication, Problem Solving, Documentation, Relationship Management, Customer Engagement, Troubleshooting, Collaboration, Customer Health Metrics, Financial Technology, Construction Industry, Spanish Language Support, Startup Experience
Specialization
The role requires 2-4 years of customer-facing experience and strong communication skills. An entrepreneurial mindset and a bias towards process and documentation are essential.
Experience Required
Minimum 2 year(s)
Cashier/Customer Associate at Greenspirit Strategies Ltd
Burnaby, BC V5H 4T9, Canada - Full Time
Skills Needed
Dental Care, Vision Care, Flexible Schedule
Qualification
Diploma
Customer Support Associate at Sutherland
Mumbai City, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Empathy, Time Management, Windows Operating Systems, Email Etiquette, Multi Channel Communication
Specialization
Good verbal and written communication skills in English are required. A high school diploma or equivalent is necessary, and 0-2 years of experience is preferred, with freshers welcome.
Customer Support Associate at TripToGo Inc
Markham, ON L3R 0B8, Canada - Full Time
Skills Needed
Travel, Customer Service, Team Spirit, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Customer Success Associate at Emailgistics Corp
Remote, British Columbia, Canada - Full Time
Skills Needed
Sharepoint, Technology Platforms, Interpersonal Skills, Customer Service, Information Technology, Microsoft, Teams, Communications, Communication Skills
Specialization
Business Administration, Administration, Business, Communications, Information Technology, Marketing, Technology
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Customer Support Associate at NielsenIQ
Helsinki, Uusimaa, Finland - Full Time
Skills Needed
Client Communication, Data Analysis, Troubleshooting, Powerbi, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Fmcg Industry Knowledge, Relationship Building, Organizational Skills, Time Management, Client Training, Business Intelligence, Client Servicing, Problem Solving, Collaboration
Specialization
Candidates should have experience with Microsoft tools and an interest in the FMCG industry. Strong communication skills and the ability to build relationships across cultures are essential.
Customer Support Associate at Sutherland
Mumbai City, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Empathy, Time Management, Windows Operating Systems, Email Etiquette, Multi Channel Communication
Specialization
Good verbal and written communication skills in English are required. A high school diploma or equivalent is necessary, and 0-2 years of experience is preferred, with freshers welcome.
Customer Success Associate at Auctane
Zielona Góra, Lubusz Voivodeship, Poland - Full Time
Skills Needed
Customer Service Orientation, Communication Skills, Attention To Detail, Organizational Skills, Salesforce Experience, Metrics Orientation, Account Management, Client Relationship Development, Service Management, Contract Administration, Performance Reporting, Cross Functional Collaboration, Problem Solving, Proactive Account Review, Risk Management, Growth Opportunities Identification
Specialization
Candidates should be highly organized with strong customer service skills and excellent communication abilities. Experience with Salesforce or similar CRM systems is preferred, along with exposure to the retail trade.
Customer Support Associate at Virgin Money
NUT, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Customer Support Associate at Convera
Santa Ana, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Time Management, Attention To Detail, Critical Thinking, Proactive, Team Mindset, Adaptability, Ms Outlook, Excel, Word, Powerpoint, Problem Solving, Client Management, Relationship Building, Compliance
Specialization
Candidates should have experience in a client-facing role, preferably in financial services, and possess excellent communication and listening skills. A passion for customer service excellence and the ability to work independently and as part of a team are essential.
Experience Required
Minimum 2 year(s)
Customer Success Associate at LifeRaft
Halifax, NS, Canada - Full Time
Skills Needed
Catalyst, Management Skills, Customer Advocacy, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Customer Success Associate at Leap Tools
Remote, British Columbia, Canada - Full Time
Skills Needed
Salesforce, Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Customer Success Associate at Optix
Vancouver, BC, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
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