Senior Account Executive (SF Remote)

Posted 17 Days Ago
Be an Early Applicant
Hiring Remotely in San Francisco, CA
Remote
Hybrid
110K-130K Annually
Junior
Fintech • Software
The Role
The Senior Account Executive will focus on driving revenue growth by managing relationships with high-level prospects and maintaining a sales pipeline. Responsibilities include identifying new business opportunities, collaborating with internal teams, conducting web-based presentations, and achieving sales targets through proactive outreach.
Summary Generated by Built In

Sell the product that powers better access to banking


Prelim is how banks onboard their customers for opening consumer and business bank accounts. Prelim is a platform that banks white label to match the bank's design that automates the digital opening.


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.

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 a minimum of one year experience with full cycle SaaS sales
  • Have a competitive spirit and strive for excellence
  • Have an ability to exercise sound judgement and integrity
  • Can work well under pressure and have a positive attitude
  • Have strong interpersonal, communication and analytical skills

#LI-Remote

The Company
HQ: San Francisco, CA
20 Employees
On-site Workplace
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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