Senior Account Executive (NY Remote)

Sorry, this job was removed at 12:59 p.m. (CST) on Monday, Nov 25, 2024
Hiring Remotely in New York, NY
In-Office or Remote
110K-130K Annually
Fintech • Software
The Role

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 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

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

About Prelim:


Prelim is a San Francisco based startup with remote positions only throughout the US that helps banks onboard their customers. Prelim is designed to streamline 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.


Join us as we increase access to banking and financial services, helping banks and financial institutions provide a better, more modern experience. We have offices in San Francisco but employees are able to work remotely throughout the U.S. We're live with some of the largest and most innovative banks and financial institutions in the nation.

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The Company
HQ: San Francisco, CA
20 Employees
Year Founded: 2017

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.

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