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Full-Time

Senior Account Executive

NY Remote

Confirmed live in the last 24 hours

Prelim

Prelim

11-50 employees

No-code digital automation platform for banks

Consulting
Education
Data & Analytics

Compensation Overview

$110k - $130kAnnually

Senior

Remote in USA

Remote work available throughout the U.S.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Lead Generation
Marketing
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

$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.