Client Strategy Analyst at Prelim | San Francisco

Revolutionize Customer Engagement in BankingAt Prelim, we are transforming how financial institutions onboard and engage with their customers. Our innovative platform facilitates essential banking operations for a diverse range of institutions globally, from community banks to large-scale financial organizations. As a rapidly expanding remote-first startup, we are committed to making banking services more inclusive and accessible for all.Your Role in Our MissionWe are seeking a dedicated Client Strategy Analyst to enhance the success of our growing portfolio of banking clients. In this pivotal role, you will serve as a trusted advisor to financial institutions post-launch, ensuring they effectively operate, troubleshoot, and scale their use of the Prelim platform.This position exists at the crossroads of customer success, problem-solving, and internal collaboration. You will engage closely with bank stakeholders, alongside Prelim’s product, engineering, and sales teams.Your ResponsibilitiesOversee a portfolio of banking clients as their trusted partner following their go-live phase.Conduct regular check-ins and foster strong relationships with stakeholders, ranging from operations staff to executives.Create and maintain customer workflows and configurations that align with each bank's goals.Address support escalations, troubleshoot platform issues, and make real-time adjustments during live calls.Collaborate closely with product and engineering teams to investigate bugs, advocate for customer needs, and relay resolution timelines.Manage the flow of support tickets to ensure timely resolution of customer inquiries.Educate and empower bank employees on platform capabilities and best practices during and after implementation.Assist with strategic implementations during resource constraints, providing support in configuration and project management.Analyze, synthesize, and communicate product updates to customers effectively.Navigate complex customer relationships and de-escalate high-pressure situations while safeguarding team interests.Your QualificationsOutstanding customer-facing skills with the ability to manage multiple stakeholders successfully.Robust analytical skills and a methodical approach to problem diagnosis and resolution.Effective communication skills, both verbal and written, to convey complex information clearly.Experience in customer success, account management, or related fields is a plus.A passion for technology and its application in customer experience improvement.

As a rapidly growing fintech company, Prelim is experiencing an unprecedented annual growth rate of 2-3x. Our innovative platform facilitates seamless account opening and onboarding for banks nationwide. At this pivotal moment in our journey, we recognize that the informal systems that have served us thus far will not suffice for our ambitious future.Currently, the responsibility for project coordination, tracking, and maintaining our operational efficiency predominantly falls on our engineers, designers, and product leads. This arrangement is not sustainable as we scale.In the role of our inaugural Business Operations Lead, you will have the unique opportunity to establish our operational framework from the ground up. With no pre-existing playbook or team, you will define priorities, create scalable processes, and ensure that nothing is overlooked as we continue to expand rapidly.If you are eager to influence the scaling of a fintech startup and make a significant impact, we want to hear from you!

Join Scribe as a Senior Product Analyst in Strategy and Insights where you'll leverage your analytical skills to drive strategic decisions and provide actionable insights. In this role, you will collaborate with cross-functional teams to enhance product offerings and improve customer experiences.Your expertise will help shape our product strategies through in-depth market analysis, data interpretation, and trend identification. We are looking for a proactive individual who thrives in a fast-paced environment and is passionate about using data to inform decision-making.

Overview: At Sphinx, we are revolutionizing the finance onboarding process through AI-driven agents that operate seamlessly within browsers. As demand for our solutions escalates, we are seeking a strategic generalist to collaborate closely with our CEO, driving growth across go-to-market strategies, product development, and operational excellence. If you have a passion for building initiatives from the ground up, excel in uncertain environments, and take initiative without waiting for permission, we want to connect with you.Company BackgroundIn the world of finance, compliance is crucial — yet it's often done inefficiently. Sphinx develops intelligent AI agents that function within web browsers, APIs, and internal systems to automate Anti-Money Laundering (AML), Know Your Customer (KYC), Know Your Business (KYB), and transaction monitoring processes from start to finish.Our solutions are utilized by banks and fintech companies across the U.S., Canada, Europe, and Latin America, allowing them to automate 90% of manual tasks and reduce operational costs by four times.Why Work with Sphinx?Transformative Market: The financial sector invests approximately $50 billion annually on analyst roles to manually process alerts and reports. With minimal innovation in this space, we are positioned to be a leader, addressing ongoing customer dissatisfaction with existing competitors.Direct Collaboration with Founders: Engage directly with company founders on all critical aspects including sales, partnerships, product launches, and strategic growth initiatives. This role offers an exceptional learning opportunity for anyone aspiring to become a founder.Rapid Learning Environment: Gain insights into scaling a highly technical company from a small team to a larger organization while navigating the intersections of AI, fintech, and enterprise operations.Proven Track Record: We have consistently won every Request for Proposal (RFP) we've participated in, highlighting our competitive edge.Dynamic Team: Join a small yet impactful team led by co-founders with a history of successful AI ventures, along with a diverse group of PhDs, industry specialists, and adept coders.Focused on Results: We prioritize execution, quality, and customer trust over vanity metrics or hype.Your ResponsibilitiesYou will partner with the CEO to define strategic direction, enhance operational workflows, expand product offerings into new markets, and scale our talented team effectively.

At Plaid, we envision a future where financial interactions become seamless and empowering. Our mission is to facilitate this transformation by creating innovative tools and experiences utilized by thousands of developers in crafting their own products. Plaid is the backbone of financial tools that millions trust to enhance their financial well-being. We partner with leading companies like Venmo, SoFi, numerous Fortune 500 firms, and some of the largest banks, ensuring users can effortlessly link their financial accounts to their favorite apps and services. With a network encompassing 12,000 financial institutions across the US, Canada, the UK, and Europe, Plaid, founded in 2013, is headquartered in San Francisco, with additional offices in New York, Washington D.C., London, and Amsterdam.Our dynamic team lays the groundwork for Plaid's marketing and new business functions to thrive. We strive for operational excellence while crafting and executing top-of-funnel strategies that resonate with our target demographics. Our focus is on empowering marketing and business development teams to implement strategies that foster sustainable growth and long-term success. We are dedicated to building a robust, operationally efficient growth engine that supports Plaid’s customer acquisition and expansion efforts.As a Marketing Strategy and Operations Analyst, you will play a pivotal role in guiding decision-making across our Marketing and New Business teams. You will lead strategic analyses, performance assessments, and forecasting initiatives, serving as a trusted advisor to leadership by providing insights that inform investment, planning, and optimization across channels. Your expertise in full-funnel performance metrics combined with your business acumen will enable you to transform raw data into actionable strategic insights. This is an engaging, problem-solving position aimed at continually enhancing analytics and processes, adapting performance measurement to meet the evolving demands of a growing organization.

Lambda, recognized as a pioneer in AI cloud infrastructure, is at the forefront of transforming technology for organizations globally. Serving a diverse clientele from AI researchers to large enterprises and hyperscalers, our mission is to democratize access to compute power, making it as essential as electricity. Join us in creating the most advanced AI cloud platform, where one person can harness the potential of a single GPU.This role requires physical presence in our San Francisco or San Jose office for four days each week, with Tuesday designated as a work-from-home day.The OpportunityWe are in search of a Head of Corporate Strategy to be a vital strategic partner to the SVP of Commercial Strategy and our senior leadership team. As we rapidly expand in GPU cloud, data center infrastructure, and AI systems, we need an experienced strategist capable of independently managing Lambda's corporate strategy function. This role involves synthesizing market intelligence, competitive dynamics, and internal data into actionable strategic choices while spearheading cross-functional initiatives from inception through execution. The position will provide high visibility to the CEO and C-suite.What You'll DoLead Corporate Strategy & Long-Range PlanningOversee Lambda's strategic planning process, integrating insights from commercial, product, finance, and operations into a unified corporate strategy.Identify and evaluate emerging opportunities in AI infrastructure and GPU cloud markets, creating strategic frameworks for investment and partnership decisions.Conduct competitive intelligence analysis, monitoring hyperscalers, co-location providers, and AI-native challengers, translating findings into actionable recommendations for executives.Collaborate with the CFO and finance team to align the strategic plan with financial models and capital allocation priorities.Drive Executive Communication & Stakeholder AlignmentProduce board-level strategy materials and decision-support documents for the CEO.Facilitate alignment among senior leadership on strategic priorities, establishing clear frameworks to resolve competing interests.

At Windfall, we view data as more than just a resource; it is the cornerstone of our product. Our mission is to democratize access to advanced people insights, fundamentally transforming how organizations understand and connect with their audiences. By utilizing our extensive and proprietary data ecosystem, we enable non-profits to surpass their fundraising objectives and commercial enterprises to optimize their marketing ROI through data-driven precision and intelligence.We are seeking a passionate Data Analyst to help us fully leverage our unique data assets. In this pivotal role, you will work closely with a skilled cross-functional team of engineers and data scientists to tackle complex challenges, enhance your analytical capabilities, and create significant value for our clients.Join us on our journey to redefine how organizations perceive and utilize people data, guided by our core values: (1) Communicate excellently; (2) Act with transparency; (3) Provide leverage, not just optimization; (4) Make a meaningful impact every day; and (5) Uphold integrity and trust in all our actions.

Join our dynamic Finance Team at Lever as a Financial Analyst, where you'll play a pivotal role in shaping our financial strategies.We are seeking a detail-oriented individual with a Bachelor's degree in Finance or Accounting and a minimum of 3 years of relevant experience. Your expertise will include developing annual budgets, conducting thorough analyses of financial statements, and managing complex general ledger activities associated with month-end closures and reporting for both domestic and international offices.

Join The Anthropic Institute as an Analyst, where you will play a pivotal role in advancing research and insights that shape the future of AI safety and policy. Contribute to impactful projects, collaborate with a diverse team of experts, and help foster a safer AI landscape.

Role overview The Client Success Manager at WeaveGrid leads utility electric vehicle (EV) managed charging and virtual power plant (VPP) programs. This position holds responsibility for large-scale deployments, giving the manager autonomy to drive outcomes and remain accountable for major accounts. The work blends clean energy technology with enterprise-level program delivery. Acting as a client-facing leader, the manager serves as a trusted advisor to utility partners, helping them maximize the impact of their EV charging initiatives for both the grid and drivers. Main responsibilities Client growth Act as the primary point of contact for contracted and ongoing client programs using the WeaveGrid SaaS platform. Coordinate with internal teams and clients to successfully launch new programs. Develop and execute strategies to boost driver enrollment, working closely with clients, partners, and the WeaveGrid team. Program delivery and engagement Lead regular meetings and on-site workshops with clients. Maintain and carry out account delivery plans. Share data-driven insights proactively with clients. Support program evaluation and reporting, collaborating with third-party evaluators and regulators when needed. Manage client issues from initial triage through resolution, ensuring clear communication with all stakeholders. Cross-functional collaboration and internal alignment Champion account success as the internal point person. Balance and align priorities from both internal and external stakeholders, managing expectations around products and services. Work with the Solution Design and Integrations team on non-standard projects (such as SSO integration) and other IT implementations that support program objectives. Collaborate with Product to identify and pursue opportunities to improve conversion and retention for assigned programs. Location This role is based in San Francisco or open to candidates who can work from the San Francisco area. Local presence is preferred.

Join Metriport as a Data Analyst, where your analytical skills will play a crucial role in driving our data-driven decisions. In this position, you will analyze complex datasets, generate actionable insights, and collaborate with cross-functional teams to enhance our operations and strategies.

Cardless seeks a Data Analyst in San Francisco to help transform raw data into actionable insights. The work in this role shapes how teams refine internal processes and enhance the customer journey. Insights generated here play a direct part in guiding business decisions across the company. Key Responsibilities Analyze datasets to identify trends and patterns that influence business strategy Create clear, accessible visualizations to communicate findings to team members Apply statistical techniques to support recommendations and assist in decision-making Location This position is based in San Francisco.

Join Canva as an Enterprise Sales Strategy Lead, where you will play a pivotal role in shaping our sales strategy for the enterprise segment. This is an exciting opportunity to leverage your expertise in sales strategy development and execution while working in a dynamic, collaborative environment. You will be responsible for collaborating with cross-functional teams to drive revenue growth and enhance customer engagement.

Join our dynamic team at Mindlance as a SAP Business Analyst. In this pivotal role, you will leverage your analytical skills to optimize business processes and enhance SAP solutions. Collaborate with cross-functional teams to gather requirements, design effective solutions, and ensure alignment with business objectives.

Join Our Team:At Notion, we empower individuals and teams to create stunning tools for their professional journeys. In a landscape filled with countless applications, Notion stands out by providing a cohesive platform that integrates documents, notes, projects, calendars, and emails. With built-in AI capabilities, we streamline workflows and enhance productivity. Our diverse user base, ranging from freelancers to major companies such as Toyota, Figma, and OpenAI, appreciates Notion’s versatility, which aids in saving both time and resources.We believe in the power of in-person collaboration, hence all employees are expected to work from our offices on Mondays, Tuesdays, and Thursdays—our designated Anchor Days. Depending on team requirements, additional in-office days may be necessary.Role Overview:As a Client Platform Engineer, you will spearhead the management of our endpoint infrastructure across macOS, Windows, iOS, and Android. Your mission will be to design and implement scalable, automated solutions that ensure secure deployments and optimize operational efficiency. Collaboration with IT, Security, and Engineering teams will be key as you adopt modern endpoint management practices using automation, Infrastructure-as-Code (IaC), and monitoring strategies.Your Objectives:In this role, you will:Architect, implement, and sustain a high-performance endpoint management infrastructure for macOS, Windows, iOS, and Android, emphasizing top-tier security.Enhance endpoint management through custom software development utilizing industry-standard open source tools and proprietary solutions.Utilize modern Infrastructure-as-Code (IaC) techniques and establish GitOps-driven methods for collaborative fleet management on a large scale.Create and manage CI/CD pipelines for fleet management infrastructure, ensuring deployments across rigorously tested environments in Azure, AWS, and GCP.Promote the adoption of cutting-edge CPE technologies and industry best practices to enhance process scalability and operational efficacy.Collaborate with cross-functional teams to provide seamless endpoint experiences while adhering to stringent security protocols and elevating quality standards.Essential Skills:Strong command of modern programming languages such as Python, Golang, or TypeScript.Proven hands-on experience with Kandji and Microsoft Intune, or equivalent cloud identity management solutions.Demonstrated proficiency in endpoint management and security practices.

OpenAI is hiring a GTM Strategy & Growth Lead to focus on API products in San Francisco. This position centers on building and executing go-to-market strategies that help expand the reach and impact of OpenAI’s API offerings. Role overview The GTM Strategy & Growth Lead works closely with teams across the company to align product, marketing, and sales efforts. The role requires using data-driven insights to identify opportunities and guide decisions that support business growth. Key responsibilities Develop and implement go-to-market plans for API products Collaborate with cross-functional partners to drive adoption and usage Analyze data to uncover trends and inform strategy Who OpenAI is looking for This role suits someone interested in shaping how AI products are adopted and used. Experience with go-to-market strategy, growth initiatives, and working with APIs will be valuable.

Role Overview As a Financial Analyst on the FP&A team at Asana in San Francisco, this role supports the company’s financial strategy with data-driven insights. The position works closely with multiple departments to help maintain financial health and improve operational efficiency.

Uplane is building an AI-driven platform to help companies manage advertising budgets, create effective ads, and design optimized landing pages. The team aims to replace fragmented agencies and outdated tools by offering a single system that allocates budgets and improves marketing results. Uplane is backed by Y Combinator (F25) and is focused on transforming how marketing budgets are managed worldwide. Role overview The Growth Analyst Intern position is a full-time internship based in San Francisco, Berlin, or remote, lasting at least four months. This role involves working closely with the team to solve daily business challenges and support company growth. Interns will have the chance to take ownership of projects and contribute to a fast-growing startup environment. What you will do Creative & Growth Operations: Use AI tools to develop effective ads and landing pages, manage campaign setups, and optimize budgets across channels. Strategic Analysis & Intelligence: Research and analyze data to shape strategies, identify scaling opportunities, and prepare daily growth reports. Process Improvement & Product Feedback: Help refine internal processes and share feedback with the Product Team to improve the AI platform. Why work with Uplane? Work at a well-funded startup from the early stages. Contribute to solving large-scale problems in the advertising market. Grow professionally and take responsibility for your work. Join a culture that values ambition, fun, and humility. Requirements Bachelor’s or Master’s degree in a relevant field. Strong interest in marketing and creativity. Excellent interpersonal skills and a collaborative approach. Quick to learn, able to work under pressure, and focused on solving problems. Preferred qualifications Previous experience in marketing or AdTech. Background in early-stage startups or similar work environments.

About Plaud Inc.Plaud is on a mission to create the world's most reliable AI work companion for professionals, enhancing productivity and performance through innovative note-taking solutions. Since its inception in 2023, Plaud has garnered a community of over 1,500,000 users globally. Our vision is to amplify human intelligence by developing next-generation infrastructure and interfaces that capture, extract, and utilize insights from what individuals say, hear, see, and think.Based in San Francisco, Plaud Inc. operates as a Delaware-incorporated entity, driving the frontier of human–AI intelligence with a unique hardware–software integration. We prioritize data security and privacy, proudly holding certifications for ISO 27001, ISO 27701, GDPR, SOC 2, HIPAA, and EN 18031.To discover more about us, visit https://www.plaud.ai and connect with us on Instagram, X, Facebook, LinkedIn, and YouTube.

About FaireFaire is an innovative online wholesale marketplace that champions local businesses. We believe in empowering independent retailers worldwide, who collectively generate more revenue than retail giants like Walmart and Amazon. By leveraging advanced technology, data analytics, and machine learning, we connect these vibrant entrepreneurs with the best products globally. Our mission is to provide the necessary tools and insights to level the playing field, enabling small businesses to thrive against large corporations.By nurturing the growth of independent businesses, Faire is making a positive economic impact in communities around the world. We are searching for intelligent, resourceful, and passionate individuals to join us in advancing the shop local movement. If you share our belief in community, we invite you to become part of ours.About this RoleWe are seeking a seasoned Fraud Analyst dedicated to safeguarding the integrity of our brand and retail partners. In this role, you will identify fraud risks, enhance detection mechanisms, and fortify our fraud and abuse prevention programs.As a key member of the Risk organization’s Fraud & Abuse team, you will work closely with functional experts and cross-functional teams to execute proactive fraud mitigation strategies. Your hands-on experience with fraud data, investigations, and operational processes will contribute to continuous improvement in our systems and outcomes.This position is perfect for someone eager to make a significant impact as an individual contributor in the Fraud & Abuse arena, where you will take ownership of specific projects with considerable autonomy while deepening your expertise in fraud and risk management.What You’ll DoCollaborate with senior team members and leadership to implement and refine fraud and abuse strategies, adapting to emerging risks.Oversee and enhance moderate levels of fraud investigations and escalations, applying sound judgment to balance risk, customer experience, and operational consistency.Identify weaknesses in current policies, products, or processes, and assist in defining and implementing mitigation strategies, taking ownership of specific aspects of the work.Work collaboratively with teams including Data Science, Engineering, and Product to foster a culture of security and trust.