Full-Time

Senior Account Executive

SF Remote

Confirmed live in the last 24 hours

Prelim

Prelim

11-50 employees

No-code digital automation platform for banks

Consulting
Education

Compensation Overview

$110k - $130kAnnually

Senior

Remote in USA

Employees can work remotely throughout the U.S.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Marketing
Requirements
  • Have a minimum of one year experience with full cycle SaaS sales
  • Have a competitive spirit and strive for excellence
  • Have an ability to exercise sound judgement and integrity
  • Can work well under pressure and have a positive attitude
  • Have strong interpersonal, communication and analytical skills
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

0%

1 year growth

17%

2 year growth

41%
Simplify Jobs

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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