Note: The job is a remote job and is open to candidates in USA. Prelim is a startup that provides a platform to help banks onboard their customers and streamline account opening. The Business Operations Lead will build the company’s operational infrastructure, establish scalable processes and operating rhythms, coordinate staffing and delivery, and manage the technical account management team.
Responsibilities
- 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. When a new bank comes in, you're the person who looks at current allocation, identifies who has capacity, and presents staffing options — not the founder doing it from memory in a Slack DM. You surface stalled projects, overloaded teams, and unanswered customer concerns before they become emergencies
- Our technical account management team. Our two TAMs report to you. You'll hold regular 1:1s, track goals, provide feedback, and develop them. You own their workload and development; the founders retain executive ownership of bank relationships and account strategy
- Staffing and project coordination. When projects need to be reassigned, when someone goes out of office, when a customer issue needs routing to the right lead, you make sure the handoff happens and nothing gets dropped. You maintain the map of who covers what. And when an implementation goes sideways, the lead who owns it runs the recovery. Your job is making sure every client concern has an owner, a plan, and a next check-in date, and that nothing quietly goes dark. If a project stalls or has no owner, you flag it before the client does
- Operational rhythm. Lead syncs have agendas. Cycle kickoffs happen on a schedule. Commitments from meetings get tracked and followed up on. You own the cadence that keeps the company running smoothly
- Vendor and logistics management. You’ll collaborate with People Operations on software contracts, offsites, and team meetups
Skills
- 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
- You've personally done the work at least once. You've run complex enterprise implementations or owned technical accounts yourself, recently enough that your teams will trust your judgment in an client-facing communications
- You're a strong writer and communicator
- You're relentlessly organized without being bureaucratic
- You're direct and unintimidated
- Experience in fintech or selling into banks
- Familiarity with tools like Linear, Notion, Pylon, Mixpanel
- Experience supporting a technical team (engineering, design, implementations)
Benefits
- Equity
- A sponsored 401K
- Parental leave
- Fully paid health, vision, and dental insurance
- Unlimited PTO
- A remote work stipend
- A life-style stipend
- Twice-yearly company retreats
- Fully remote positions across the US
Company Overview
Company H1B Sponsorship