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Full-Time

Sales Development Representative

Posted on 1/23/2023

Prelim

Prelim

11-50 employees

No-code digital automation platform for banks

Consulting
Education
Data & Analytics

Junior

San Francisco, CA, USA

Required Skills
Sales
Communications
Lead Generation
Marketing
Requirements
  • Bachelor's degree in business, marketing, or a related field
  • 1-2 years of experience in sales development or a related field
  • Strong communication and presentation skills
  • Demonstrated ability to identify and pursue new business opportunities
  • Positive, proactive attitude and strong work ethic
Responsibilities
  • Identifying and qualifying new business opportunities through various lead generation channels
  • Building and maintaining relationships with key decision makers at target companies
  • Collaborating with sales teams to create and present customized proposals to clients
  • Assisting in the creation and execution of marketing campaigns to drive leads and sales
  • Staying up-to-date on industry trends and changes, and identifying new opportunities for growth
  • Monitoring and reporting on the success of sales development efforts and adjusting strategies as needed

At Prelim, employees have the opportunity to work at the forefront of digital automation in the banking sector, using cutting-edge technologies like white-labeling and no-code development. This company excels in providing seamless, device-agnostic solutions that significantly enhance the client onboarding and servicing experience for top U.S. banks. With a commitment to improving digital customer journeys, Prelim offers a dynamic and influential environment for professionals looking to impact major industry players positively.

Company Stage

Seed

Total Funding

$5.7M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

9%

1 year growth

36%

2 year growth

41%
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Simplify's Take

What believers are saying

  • Recognition as a best-in-class solution by the American Bankers Association and Datos Insights highlights Prelim's industry leadership.
  • Strategic partnerships with companies like Abrigo, Fiserv, and PortX enhance Prelim's market reach and technological capabilities.
  • The launch of an app store and participation in events like FinovateSpring demonstrate Prelim's commitment to innovation and continuous improvement.

What critics are saying

  • The competitive fintech landscape requires Prelim to continuously innovate to maintain its market position.
  • Dependence on partnerships for technological integration could pose risks if these alliances face disruptions.

What makes Prelim unique

  • Prelim's digital onboarding solutions are built by former top bankers and Silicon Valley engineers, ensuring a deep understanding of financial institutions' needs.
  • The company's open architecture allows seamless integration with any system, making it highly adaptable to existing technology infrastructures.
  • Prelim's focus on regional and community banks, with a presence in 41 U.S. banks, sets it apart from competitors who may target larger institutions.
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