Logo for Prelim

Account Executive

Role overview

Qualifications

  • Clear, persuasive communication skills with the ability to explain complex concepts simply
  • Proven ability to quickly learn new concepts, industries, and skills
  • Genuine interest in understanding how financial institutions operate and the challenges they face
  • Strong problem-solving skills, with the ability to identify root challenges and collaborate on solutions

Responsibilities

  • Drive the full sales cycle from lead through close
  • Engage and qualify incoming leads
  • Build and nurture relationships with banking executives
  • Articulate Prelim's value proposition across technical and business stakeholders

Key facts

Hard skills

Other skills

  • Sales
  • Communication
  • Problem Solving
  • Collaboration
  • Teamwork
  • Adaptability

About the company

Prelim logo

Prelim

Computer Software / SaaS

Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Boston, New York, and Los Angeles.

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

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Job description

Prelim is looking for a high-potential Associate Account Executive to join our team. As we continue our 2x year-over-year growth, you'll work directly with banking executives to transform how they serve their customers, building relationships and guiding them through complex buying processes.

In this quota-carrying role, you’ll focus on converting and expanding inbound demand by engaging with qualified leads. You’ll leverage strong communication skills and a dedication for banking innovation while collaborating closely with our sales, implementation, and product teams.

Key Responsibilities:

  • Drive the full sales cycle from lead through close

  • Engage and qualify incoming leads

  • Build and nurture relationships with banking executives

  • Articulate Prelim's value proposition across technical and business stakeholders

  • Collaborate with the implementations team to help identify and scope deployments to customers

  • Achieve annual booking targets and contribute to predictable revenue growth

  • Develop and use sales material including presentation slides, etc during the full sales process

  • Represent Prelim at conferences and events, fostering relationships and identifying new business opportunities

Qualifications:

  • Clear, persuasive communication skills with the ability to explain complex concepts simply

  • Proven ability to quickly learn new concepts, industries, and skills

  • Genuine interest in understanding how financial institutions operate and the challenges they face

  • Strong problem-solving skills, with the ability to identify root challenges and collaborate on solutions

  • Comfort with ambiguity and changing priorities in a fast-growing company

  • Understanding of how technology drives business outcomes for customers

  • Enthusiasm for working across teams to ensure customer success

Salary range: $205,000 - $235,000

This role is eligible to participate in Prelim's commission plan and it is common for employees in this role to receive total on-target earnings of $205,000 - $235,000. The estimated base salary for this role is $105,000 - $125,000.

Why Prelim?

At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a dynamic environment where you'll need to be comfortable with ambiguity and rapid change.

You'll be part of a small but mighty sales team that punches above its weight. While the workload can be intense, you'll have the opportunity to make a real impact and grow your career quickly. We promote from within and invest in our people's development.

Most importantly, you'll help democratize access to banking services. Your work ensures that financial institutions can effectively serve their communities through modern, accessible technology.

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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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