About the role

Champion the Platform that Streamlines Banking Access

Prelim is looking for an exceptional Account Executive to join our (small, but growing!) team. As we continue our 2x year-over-year growth, you'll work directly with banking executives to transform how they serve their customers.

At Prelim, you will leverage your outstanding communication skills, customer service passion, and dedication to banking innovation in this quota-carrying sales role. You will engage with prospects and customers daily, building relationships that transform how financial institutions operate.

You'll develop trusted advisor relationships with VP and C-level executives, guiding them through complex buying processes. Working closely with our implementation and product teams, you'll ensure customers successfully deploy our platform and realize tangible business outcomes.

You will:

Drive the full sales cycle from prospecting through close for enterprise financial institutions
Build and nurture relationships with banking executives to understand their challenges
Articulate Prelim's value proposition across technical and business stakeholders
Collaborate with implementation specialists to develop realistic deployment plans
Achieve quarterly booking targets and contribute to predictable revenue growth
Maintain accurate pipeline forecasting and sales activity documentation
Share customer feedback to help shape product roadmap and go-to-market strategy
Partner with marketing to develop industry-specific messaging and materials

You may be a fit for this role if you:

Demonstrated ability to quickly learn new concepts, industries, and skills
Genuine interest in understanding how financial institutions operate and the challenges they face
Clear, persuasive communication skills with the ability to explain complex concepts simply
Talent for establishing trust and rapport with diverse stakeholders
Ability to identify root challenges and collaborate on creative 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

About Prelim:

Prelim is a San Francisco based startup with remote positions only throughout the US that helps banks onboard their customers. Prelim streamlines the account opening process for both consumers and businesses, increasing speed-to-market and improving the customer experience for financial institutions.

If you're excited to be part of a team that is shaping the future of the banking industry, then we encourage you to apply to join us at Prelim. We are looking for individuals who are driven, ambitious, and excited about the opportunity to make a real impact on an old industry in need of technological innovation.

About Prelim

At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry.

Our no-code platform allows banks and financial institutions to digitalize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills.

Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box.

In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.