
11 - 50 employees
Founded 2017
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Prelim is a company that provides advanced digital solutions for banks and credit unions. Its platform supports banks in building over 100 financial applications and enhances their offerings with omnichannel onboarding and real-time integrations. Prelim empowers financial institutions to offer a uniform customer experience across various financial products like deposit accounts and credit cards. Its white-labeled solutions align with the banks' brand identities, and its powerful tools allow institutions to automate processes and tailor customer journeys. The company ensures compliance and security with its SOC 2 certifications and partnerships with established security and compliance entities, making it an integral partner for banks managing over $5 trillion in assets.
🔥 17 hours ago
🇺🇸 United States – Remote
💵 $105k - $125k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
👻 Ghost score 16%
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11 - 50 employees
Founded 2017
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Prelim is a company that provides advanced digital solutions for banks and credit unions. Its platform supports banks in building over 100 financial applications and enhances their offerings with omnichannel onboarding and real-time integrations. Prelim empowers financial institutions to offer a uniform customer experience across various financial products like deposit accounts and credit cards. Its white-labeled solutions align with the banks' brand identities, and its powerful tools allow institutions to automate processes and tailor customer journeys. The company ensures compliance and security with its SOC 2 certifications and partnerships with established security and compliance entities, making it an integral partner for banks managing over $5 trillion in assets.
• 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 during the full sales process • Represent Prelim at conferences and events, fostering relationships and identifying new business opportunities • Work directly with banking executives to transform how they serve their customers • Convert and expand inbound demand by engaging with qualified leads • Collaborate with sales, implementation, and product teams
• 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 • Ability to work remotely in the US
• Commission plan • Equity • Professional development and career growth opportunities • Promotion from within • Remote-first work environment • Diversity and inclusion culture
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