Prelim

Project Manager, Implementations

Prelim • $90K — $130K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years in software implementations or professional services
  • Strong technical aptitude to grasp platform capabilities
  • Experience with no-code platforms or integration projects
  • Proven track record managing multiple complex projects
  • Calm and collected under pressure with tight deadlines
  • Exceptional organizational skills and attention to detail
  • Strong verbal and written communication with diverse audiences

Responsibilities

  • Manage multiple bank implementations with overlapping timelines
  • Lead client calls and build trusted C-suite relationships
  • Coordinate cross-functional teams for smooth execution
  • Translate complex technical requirements for clients and teams
  • Provide hands-on help with configuration and debugging
  • Document solutions and propose process improvements
  • Strategically escalate critical issues to sales and leadership

Benefits

  • Equity opportunities
  • Sponsored 401K plan
  • Fully paid health, vision, and dental insurance
  • Unlimited PTO policy
  • Remote work stipend
  • Lifestyle stipend
  • Twice-yearly company retreats
Full Job Description
We9re looking for a Project Manager, Implementations to join our Implementation team and lead banks through their digital transformation journey. You9ll manage multiple high-stakes deployments simultaneously, coordinate cross-functional teams, and ensure our banking clients successfully launch on time.

This is a hands-on role where organization meets execution. You9ll be the conductor orchestrating complex implementations while building trusted relationships with banking executives and operations teams.

What You9ll Do
  • Manage multiple concurrent bank implementations with overlapping timelines, tracking dependencies and risks while driving projects to on-time completion
  • Lead client calls and build trusted relationships with stakeholders from C-suite executives to operations staff, handling difficult conversations and managing expectations
  • Coordinate cross-functional teams including Implementation Architects, Software Engineers, and Customer Success to ensure smooth project execution and post-launch transitions
  • Translate complex technical requirements between clients and internal teams while protecting your implementation team from scope creep
  • Jump in to help with hands-on configuration and debugging when needed, keeping projects moving forward during resource constraints
  • Document solutions and identify process improvements to enhance future deployments and team efficiency
  • Escalate strategically to sales and leadership when additional support is needed to unblock critical issues

What We9re Looking For
  • Background in software implementations or professional services
  • Technical aptitude, ability to understand platform capabilities and limitations
  • Familiarity with no-code platforms or integration projects
  • Proven ability to manage multiple complex projects simultaneously
  • Grace under pressure, you stay calm when clients are stressed and deadlines are tight
  • Exceptional organizational skills, you live by your task lists and calendars
  • Strong communication abilities with both technical and non-technical audiences
  • 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

Nice to Haves
  • Experience in financial services, banking, or fintech
  • Technical skills in a scripting language
  • Previous experience managing aggressive timelines with fixed deadlines

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.

About Prelim

Prelim is a software company that provides a platform for businesses to manage their financial data. The platform uses artificial intelligence and machine learning to automate financial tasks and provide insights into financial performance. The company was founded in 2019 and is headquartered in San Francisco, California.
Learn more about Prelim
Size
10 employees
Industry
Information Technology
Founded
2017
* Ladders Estimates

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