Prelim

Account Executive

Prelim • $105K — $125K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Clear, persuasive communication skills for complex concepts
  • Ability to learn new concepts and industries quickly
  • Interest in financial institutions' operations and challenges
  • Strong problem-solving skills for root cause identification
  • Comfort with ambiguity in a fast-paced environment
  • Understanding of technology's role in business outcomes
  • Enthusiastic about cross-team collaboration for customer success

Responsibilities

  • Drive the sales cycle from lead generation to closing
  • Engage and qualify incoming sales leads
  • Build relationships with banking executives
  • Articulate Prelim's value to technical and business stakeholders
  • Collaborate with implementation teams for customer deployment
  • Achieve annual sales targets for revenue growth
  • Develop sales materials for presentations
  • Represent Prelim at industry conferences and events

Benefits

  • Opportunity to work in a high-growth environment
  • Direct engagement with banking executives
  • Focus on innovative banking solutions
  • Cross-functional collaboration with sales, implementation, and product teams
  • Potential for participation in a commission plan
Full Job Description
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.

About Prelim

Prelim is a software company that provides a platform for businesses to manage their financial data. The platform uses artificial intelligence and machine learning to automate financial tasks and provide insights into financial performance. The company was founded in 2019 and is headquartered in San Francisco, California.
Learn more about Prelim
Size
10 employees
Industry
Founded
2017

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