Prelim

Project Manager, Implementations

Prelim • $90K — $130K *
San Francisco, CA 94112In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of experience in software implementations or professional services
  • Strong technical comprehension of platform capabilities
  • Experience with no-code platforms or integration projects
  • Ability to manage multiple complex projects under stress
  • Exceptional organizational skills, proficient with tools like task lists and calendars
  • Effective communicator across technical and non-technical teams
  • Creative problem solver with a proactive mindset
  • Legally authorized to work in the U.S.

Responsibilities

  • Manage multiple bank implementations with overlapping timelines, ensuring timely completion
  • Lead client meetings, building trust with stakeholders across all levels
  • Coordinate teams including Implementation Architects and Software Engineers for project execution
  • Translate technical requirements clearly between clients and internal teams
  • Assist with hands-on configuration and debugging during critical phases
  • Document solutions and identify improvements for future processes
  • Strategically escalate issues to leadership to ensure project success

Benefits

  • Equity in the company
  • Sponsored 401K plan
  • Comprehensive health, vision, and dental insurance
  • Unlimited paid time off (PTO)
  • Remote work stipend
  • Lifestyle stipend
  • Twice-yearly company retreats
Full Job Description
We're looking for a Project Manager, Implementations to join our Implementation team and lead banks through their digital transformation journey. You'll 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. You'll be the conductor orchestrating complex implementations while building trusted relationships with banking executives and operations teams.

What You'll 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 We're 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

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 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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