Business Operations Lead

Prelim is growing 2-3x annually and our platform powers account opening and onboarding for banks across the country. Our team is at a turning point: the informal systems that got us here won't scale with where we're headed next.

Today, the work of coordinating across teams, tracking delivery, and keeping the company’s operational rhythm falls on the founder — who is also our head of product — and on the leads themselves. That’s not sustainable and we know it.

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.

You won't recover client projects yourself — our leads own recovery on their accounts; you own making sure recovery is happening. You won't own client strategy or the executive relationship with our banks — account health, expansion, and voice-of-customer stay with the founder. You're not making product decisions — the founder and product leads own the roadmap, though what you see in the operating data should shape it. And beyond our two TAMs, you're not a people manager — team leads manage their own reports.

• Experience in fintech or selling into banks

• Familiarity with tools like Linear, Notion, Pylon, Mixpanel

• Experience supporting a technical team (engineering, design, implementations)

A mature org to administer. You'll work directly with the founder daily, interim structures, and make the org-design decisions a founder has been making from memory. The decisions you make will directly determine the reach and scope of our mission.

A month in, the founder stops being the person asking "who's covering this." Three months in, there's a weekly load-and-risk snapshot leadership relies on, and every implementation has a clear owner and status. Six months in, a new bank's staffing conversation takes fifteen minutes, client concerns have an owner who isn't the founder.

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. This role would also attend periodic team meetups in NYC and SF.

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