USD per year
Business Operations Lead
Location
San Francisco; Atlanta; Austin; Boston; Chicago; New York; Seattle
Employment Type
Full time
Location Type
Remote
Department
Operations
Compensation
- $170K – $180K • Offers Equity
Overview 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. Right now, the work of coordinating across teams, tracking projects, and keeping the company’s operational rhythm running falls on engineers, designers, and product leads. That’s not sustainable, and we know it. As our first Business Operations hire, you’ll build the operational infrastructure from scratch. There’s no playbook, no existing business ops team, and no predecessor in the role. You’ll decide what to systematize first, build processes that scale, and ensure nothing falls through the cracks while the company continues to grow rapidly. If you want to shape how a fintech startup scales, this is your chance to make a huge impact. What You'll Own
- Cross-team coordination. You'll maintain the picture of who's working on what across product, design, engineering, 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.
- Workload visibility and risk tracking. You’ll build and run a lightweight system so leadership has a weekly view of team load, active work, and delivery risk. You surface early warning signs like stalled projects, overloaded teams, or unanswered customer concerns. The goal is to surface problems before they become emergencies.
- Operational rhythm. Leads syncs have agendas. Cycle kickoffs happen on schedule. Action items from meetings get tracked and followed up on. OOO plans are documented. 90-day reviews get scheduled. You own the cadence that keeps the company running smoothly.
- Staffing and project coordination. When projects need to be reassigned, when someone goes on PTO, when a customer escalation needs routing, you're the person who makes sure the handoff happens and nothing gets dropped. You maintain the map of who covers what, and you update it in real time.
- Vendor and logistics management. Office space coordination, software contracts, expense approvals, travel booking for offsites and team meetups in collaboration with People Operations. This work is real, it takes real hours, and it currently lands on people who should be building product.
What You *Won't* Own You're not a people manager,...
Prelim provides an all-in-one onboarding solution for consumer, business, and commercial account onboarding across online, mobile, and in-branch channels with seamless real-time experiences. They offer flexible account opening across every touchpoint, instant funding when needed, and seamless experiences whether customers are online or in-branch. Their platform eliminates tedious paperwork for in-branch onboarding, allowing bankers to spend more time with customers. They support digital account opening to grow deposits and acquire more customers with exceptional digital experiences. Account maintenance tools automate workflows and integrate instantly with core systems. They provide real-time bidirectional core integrations and workflow builder for custom approval chains, automated document generation, and configurable decisioning rules.
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