Prelim
Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.
11 - 50
Business Systems Analyst
2 days ago
🏡 Remote – Anywhere in California
Prelim
Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.
11 - 50
Description
• Own the management of Prelim’s no-code workflow platform, taking over from the engineering team and continuing to refine and optimize the process. • Leverage established best practices and expand upon them to ensure efficient workflow configuration and client success. • Guide clients through best practices in implementing Prelim’s solutions, helping them optimize their internal processes. • Collaborate with the implementation and customer success teams to ensure a seamless onboarding experience for clients. • Provide ongoing support and training to clients, ensuring they maximize the value of our platform. • Analyze client needs and translate those into workflow configurations that deliver real value. • Collaborate with the engineering team to provide feedback and insights that help improve the platform. • Continuously review and optimize workflows to enhance efficiency and effectiveness for both internal teams and clients.
Requirements
• Experience working with no-code platforms and configuring workflows; familiarity with technical processes is a plus. • Exceptional problem-solving skills and the ability to think strategically about how to improve workflows and processes. • Strong communication and interpersonal skills, with the ability to work across both technical and non-technical teams. • A proactive, self-starter mindset—you’re ready to take ownership of this function and drive continuous improvement. • Ability to build on existing processes while also introducing new ideas to improve efficiency and client outcomes. • A passion for technology and a desire to help clients succeed by leveraging it effectively.
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