Account Executive

Posted Yesterday
Be an Early Applicant
Hiring Remotely in US
Remote
205K-235K Annually
Entry level
Fintech • Software
Prelim is the modern platform for financial institutions - helping create better experiences for customers and bankers.
The Role
Drive the full sales cycle for banking technology solutions, from qualifying inbound leads through closing. Build relationships with banking executives, communicate value to technical and business stakeholders, support deployment scoping, achieve booking targets, develop sales materials, and represent the company at conferences and events. Collaborate with sales, implementation, and product teams in a fast-growing remote-first environment.
Summary Generated by Built In

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.

Skills Required

  • Clear, persuasive communication skills and ability to explain complex concepts simply
  • Ability to quickly learn new concepts, industries, and skills
  • Genuine interest in financial institution operations and challenges
  • Strong problem-solving skills and 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
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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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