Full-Time

Senior Account Executive

NY Remote

Posted on 9/14/2024

Prelim

Prelim

11-50 employees

No-code digital automation platform for banks

Consulting
Education

Compensation Overview

$110k - $130kAnnually

Senior

Remote in USA

Remote position with a focus on New York.

Category
Inside Sales
Sales & Account Management
Required Skills
Lead Generation
Requirements
  • Have at least 1 year experience with full cycle SaaS sales and a track record of achieving targets in a lead-generation role
  • Experience running the full sales cycle, from the demonstration pitch to closing of business
  • Dynamic interpersonal and communication skills both written and verbal
  • The ability to build and deliver presentations to your customers
  • A love for working in a fast-pace environment and taking the initiative to get stuff done and try something new
  • A commitment to working in a collaborative environment, working together as a team
  • A passion for helping improve banks
Responsibilities
  • Contribute to and be responsible for revenue growth and achieving quarterly booking goals
  • Build relationships with VP & C-Suite prospects in order to methodically qualify, build, and manage an accurate sales funnel and pipeline
  • Collaborate across all major internal functional areas (sales engineering, marketing, sales and alliances) as well as external partners and customers.
  • Research, identify, and generate new business opportunities in order to build and manage a sales funnel and pipeline
  • Maintain a high volume of activity including outbound calls, emails, & social selling
  • Skillfully deliver web based presentations using inside sales best practices

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

$2.1M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

41%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital onboarding boosts Prelim's market potential.
  • Partnerships with banks and fintechs expand Prelim's integration capabilities.
  • Open banking APIs facilitate Prelim's seamless connectivity with financial institutions.

What critics are saying

  • Emerging fintech startups increase competition in digital onboarding solutions.
  • Rapid tech advancements require Prelim to continuously innovate, straining resources.
  • Data privacy concerns and regulatory scrutiny could impact Prelim's operations.

What makes Prelim unique

  • Prelim offers a no-code platform for seamless digital onboarding solutions.
  • Partnerships with major firms like Finastra enhance Prelim's market reach.
  • Recognized as best-in-class by ABA for digital account opening solutions.

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