Business Operations Lead

Role Description

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. 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: Maintain the picture of who's working on what across product, design, engineering, and implementations.
• Workload visibility and risk tracking: Build and run a lightweight system for leadership to view team load, active work, and delivery risk.
• Operational rhythm: Ensure leads syncs have agendas, cycle kickoffs happen on schedule, and action items from meetings are tracked.
• Staffing and project coordination: Manage project reassignments, PTO coverage, and customer escalation routing.
• Vendor and logistics management: Coordinate office space, software contracts, expense approvals, and travel bookings.

What You Won't Own

• You're not a people manager; team leads manage their own reports.
• You're not making product decisions; the founder and product leads own the roadmap.
• You're not doing the work itself; you're ensuring the people who do have what they need.

Qualifications

• 3-6 years of experience at a startup that scaled through the 15-to-80 person range.
• Experience in cross-functional coordination.
• Strong writing and communication skills.
• Relentlessly organized without being bureaucratic.
• Comfortable with ambiguity.
• Direct and unintimidated in giving feedback.

Requirements

• Experience in B2B, enterprise software, or fintech (nice to have).
• Familiarity with tools like Linear, Notion, Pylon, Mixpanel (nice to have).
• Experience supporting a technical team (engineering, design, product) (nice to have).

Benefits

• Equity.
• Sponsored 401K.
• Parental leave.
• Fully paid health, vision, and dental insurance.
• Unlimited PTO.
• Remote work stipend.
• Life-style stipend.
• Twice-yearly company retreats.
• Periodic team meetups in NYC and SF.

Company Description

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