Client Strategy Analyst

Prelim
San Francisco, New York, Chicago, Seattle, Atlanta, Austin, Boston
Workplace: RemoteFull timeUSD 130,000 - 140,000 annuallyFunction: Strategy & Corporate DevelopmentSkills: ["Customer focus","Stakeholder management","Problem-solving","Communication","Organizational skills"]

Act as a trusted partner for live banking clients after go-live, managing stakeholder relationships and customer workflows on the Prelim platform. Troubleshoot issues and handle escalations during live calls, coordinating with product and engineering to investigate bugs and communicate resolution timelines. Own support ticket flow, educate bank employees on best practices, and step in to support strategic implementations. Analyze and synthesize product releases for customers.

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FursaFursa
Prelim
Prelim
3 days ago

Client Strategy Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Act as a trusted partner for live banking clients after go-live, managing stakeholder relationships and customer workflows on the Prelim platform. Troubleshoot issues and handle escalations during live calls, coordinating with product and engineering to investigate bugs and communicate resolution timelines. Own support ticket flow, educate bank employees on best practices, and step in to support strategic implementations. Analyze and synthesize product releases for customers.
Location: San Francisco, New York, Chicago, Seattle, Atlanta, Austin, Boston
Workplace: Remote
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of live banking clients as a trusted partner after go-live.
  • •Conduct regular check-ins, maintain stakeholder relationships, and manage customer workflows and configurations.
  • •Handle support escalations, troubleshoot platform issues, and make adjustments during live calls.
  • •Partner with product and engineering to investigate bugs, advocate for customer needs, and communicate resolution timelines.
  • •Manage support ticket flow, educate bank employees on platform capabilities and best practices, and analyze/synthesize product releases for customers.

Pay and Benefits

Salary: USD 130,000 - 140,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kParental LeavePaid LeaveHome OfficeLifestyle Stipend

Key Requirements

  • •Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively.
  • •Strong analytical aptitude with a structured approach to diagnosing and solving problems.
  • •Technical skills in a scripting language.
  • •Excellent written and verbal communication skills for explaining complex topics to non-specialists.
  • •Organizational skills and comfort managing multiple priorities and accounts.
Skills:Customer focusStakeholder managementProblem-solvingCommunicationOrganizational skills

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Prelim
Provides a collaborative SaaS platform for product and research teams to centralize user research, organize interviews and insights, and streamline discovery-to-decision workflows to inform product development.
Industry: Enterprise Software
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