---
title: 'Client Strategy Analyst at Prelim'
canonical: 'https://feeny.ai/job/client-strategy-analyst-prelim-san-francisco-yqtw0aycqcg2'
type: 'job'
last_seen: '2026-09-05'
---

# Client Strategy Analyst at Prelim

- **Company:** Prelim
- **Location:** San Francisco, CA
- **Employment:** full-time
- **Posted:** 2026-08-21
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/prelim/85a218f7-8fd6-47a5-a7f7-7b2b24708616

## Job description

Transform how banks serve their customers

Prelim is modernizing 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 Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.

This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.

## What You’ll Do

- Manage a portfolio of live banking clients as their trusted partner after go-live
- Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives
- Develop and maintain customer workflows & configurations to align with each institution's goals
- 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
- Educate and enable bank employees on platform capabilities and best practices during and after implementation
- Step in to support strategic implementations during resource crunches, helping with configuration and project management
- Analyze, synthesize, and communicate product releases to customers
- Navigate complex customer relationships and de-escalate high-stakes situations while protecting the team

## What We’re Looking For

- Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively
- Strong analytical aptitude and a structured approach to diagnosing and solving problems
- Technical skills in a scripting language
- 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-specialist audiences
- Strong organizational skills and comfort managing 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

## About Prelim

Prelim is a San Francisco and New York City-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 offsites.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

## About Prelim

## Company Overview
- **One-liner**: Prelim provides a digital onboarding platform for banks and credit unions to open deposit accounts, treasury services, and lending products across online, mobile, and in-branch channels.
- **Entity Type**: Private (Seed Stage)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2017
- **Founders**: Heang Chan (CEO) and Chris Blaser (CTO)

## Core Business
- Primary industry/industries: Fintech, Banking Software, Digital Account Opening
- Target customers: B2B – U.S. banks and credit unions (ranging from community banks to larger institutions)
- Mission or purpose statement: “To revolutionize the way financial institutions onboard new customers” by making banking faster, easier, and more accessible for both banks and their customers.

## Products & Services
- **Online Account Opening**: A SaaS platform that lets consumers and businesses open deposit accounts, credit cards, and treasury services online in minutes, with real-time core integrations and instant funding capabilities.
- **In-Branch Onboarding**: A digital solution that eliminates paperwork in branches, enabling bankers to open accounts quickly while focusing on customer relationships.
- **Account Maintenance**: Automated workflows for common maintenance tasks such as address changes, product conversions, beneficiary changes, debit card orders, and TIN/CIF changes, all integrated with core banking systems.
- **Workflow Builder & Decisioning Engine**: A configurable tool that allows banks to create custom approval chains, automate document generation, and set decisioning rules for account openings and maintenance.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Total Funding**: $2.2M (across 3 rounds: Seed rounds in 2017 and a venture round in 2022)
- **Key Metric**: Annual Revenue – Not publicly available; estimated headcount of 28–36 employees
- **Notable Investors/Partners**: Y Combinator (Summer 2017 batch), with participation from multiple seed investors. Partners include major core banking providers (integrations with FIS, etc.).
- **Growth Signals**: Headcount grew ~9.8% YoY (28 employees on LinkedIn as of mid-2025). The company has won awards from Datos Insights, ICBA, and FIS. Actively hiring for implementation and engineering roles.

## Competitive Advantages
- **Omnichannel Platform**: Covers online, mobile, and in-branch onboarding from a single platform, reducing the need for banks to stitch together multiple vendors.
- **Real-Time Core Integrations**: Deep, bidirectional integrations with legacy banking cores allow instant data sync, funding, and account activation.
- **Configurable Workflows**: A no-code/low-code workflow builder lets banks customize approval chains, documents, and rules without heavy engineering effort.
- **Banking Expertise**: Founders bring combined experience from Goldman Sachs, Wells Fargo, Bank of America, and Blend, giving them deep domain knowledge of banking pain points.

## Strategic Focus
- **Expanding Product Suite**: Moving beyond account opening into account maintenance, treasury services, and lending onboarding to become a full-service deposit and lending platform.
- **Deepening Integrations**: Continuing to build out integrations with more core banking systems and third-party providers to reduce friction for financial institutions.
- **Scaling the Team**: Growing the implementation, engineering, and customer success teams to support a growing client base of U.S. banks and credit unions.

## Why Work Here
- **Culture**: Described as customer-focused, with high standards and a commitment to transforming banking. The team values proactive ownership, continuous learning, and collaboration.
- **Remote/Hybrid Policy**: Remote-first within the US, with an annual remote work stipend. Team offsites twice a year for collaboration and planning.
- **Benefits**: 100% coverage of health, vision, and dental insurance for employees and dependents; monthly health and wellness stipend; equity grants; year-end performance bonuses; unlimited PTO; paid parental and pregnancy leave.
- **Engineering Culture**: Emphasis on building modern infrastructure atop legacy systems, working with cutting-edge technology, and solving challenging problems in fintech. Small, high-impact team (around 30 people) where engineers can own significant projects.

## Sources
1. [Prelim Website](https://prelim.com/)
2. [Prelim About Page](https://prelim.com/about)
3. [Prelim Careers Page](https://prelim.com/careers)
4. [Y Combinator – Prelim](https://www.ycombinator.com/companies/prelim)
5. [LinkedIn – Prelim](https://www.linkedin.com/company/prelimsolutions)

## Other roles at Prelim

- [Software Engineer, Product](https://feeny.ai/job/software-engineer-product-prelim-new-york-xef7y1bnrkps) — New York, NY
- [Project Manager, Implementations](https://feeny.ai/job/project-manager-implementations-prelim-new-york-qc6w8kh60ayc) — New York, NY
- [Business Operations Lead](https://feeny.ai/job/business-operations-lead-prelim-san-francisco-8c4hdj25vmwr) — San Francisco, CA
- [Implementation Architect](https://feeny.ai/job/implementation-architect-prelim-new-york-p2s7r7cknhdv) — New York, NY