[Hiring] Business Operations Lead @Prelim

Role Description

As our first Business Operations hire, you’ll build the operational infrastructure Prelim runs on. There’s no playbook and no predecessor. You’ll decide what to systematize first, build processes that scale, and manage our two technical account managers.

What You'll Own

• The company operating system: You'll build and run the lightweight systems that give leadership a weekly view of who's working on what, team load, and delivery risk across product and implementations.
• Our technical account management team: Our two TAMs report to you. You'll hold regular 1:1s, track goals, provide feedback, and develop them.
• Staffing and project coordination: Ensure handoffs happen smoothly, maintain the map of who covers what, and flag stalled projects or concerns before clients do.
• Operational rhythm: Own the cadence that keeps the company running smoothly, including agendas for lead syncs and tracking commitments from meetings.
• Vendor and logistics management: Collaborate with People Operations on software contracts, offsites, and team meetups.

What You Won't Own

• You won't recover client projects yourself; our leads own recovery on their accounts.
• You won't own client strategy or the executive relationship with our banks.
• You're not making product decisions; the founder and product leads own the roadmap.
• Beyond our two TAMs, you're not a people manager; team leads manage their own reports.

Qualifications

• 4-6 years spanning delivery leadership and business operations, including a leadership role at a B2B software company or a smaller group in a larger tech company.
• Experience running complex enterprise implementations or owning technical accounts.
• Strong writing and communication skills.
• Relentlessly organized without being bureaucratic.
• Direct and unintimidated in communication.

Requirements

• Experience in fintech or selling into banks (nice to have, not required).
• Familiarity with tools like Linear, Notion, Pylon, Mixpanel (nice to have, not required).
• Experience supporting a technical team (engineering, design, implementations) (nice to have, not required).

Benefits

• Equity.
• Sponsored 401K.
• Parental leave.
• Fully paid health, vision, and dental insurance.
• Unlimited PTO.
• Remote work stipend.
• Life-style stipend.
• Twice-yearly company retreats.
• Periodic team meetups in NYC and SF.

Company Description

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.

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