Summary
Prelim is a fast-growing, remote-first company focused on transforming how financial institutions serve their customers through modern banking technology. The Associate Account Executive will manage the full sales cycle, engage qualified inbound leads, build relationships with banking executives, and collaborate with sales, implementation, and product teams to drive customer growth.
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
Skills
- 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
Qualifications
Must Haves
- 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
Benefits
- This role is eligible to participate in Prelim's commission plan.
- Remote-first company.
- We promote from within and invest in our people's development.