Sell the product that builds better banks
Prelim is seeking a skilled and motivated account executive to join our (small, but growing!) team. As a member of our team, you will have the opportunity to work on cutting-edge technology and be at the forefront of fintech, helping to increase access to banking for millions of people.
As a Senior Account Executive at Prelim, you will be able to apply your exceptional communication skills, passion for customer service, and love of improving banks. This is a quota carrying sales position where you will talk to prospects and customers daily.
You will:
- 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 other 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
You may be a fit for this role if you:
- 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
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Top Skills
What We Do
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, Washington and Stockton, California.