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Customer Success Associate

Remote, Canada
Full Time
Closes Sep 30, 2025
Hybrid

About this role

As a Customer Success Associate at Prelim, you'll manage relationships with financial institutions, ensuring they successfully use our platform while driving retention, expansion, and customer satisfaction. You'll handle support escalations, lead contract renewals, and coordinate with product and engineering teams to advocate for customer feature requests and bug fixes.

Requirements

Exceptional relationship-building skills, strong problem-solving abilities, excellent written and verbal communication skills, and a proactive mindset. Experience in financial services, banking, or fintech is preferred. Background in B2B SaaS customer success or account management is a plus.

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