Account Executive at Prelim
About the role
Prelim is simplifying how people and businesses apply for bank accounts, loans and other financial services.
Prelim is how banks onboard their customers for business checking accounts, personal loans, etc online. Prelim is a platform that banks white label to match the bank's design that automates the digital opening of all the bank's products and services.
Join us as we increase access to banking and financial services, helping banks and financial institutions provide a better, more modern experience. We're a fully remote US team, and are live with several of the largest banks in America.
- Follow up with existing conversations, and incoming conversations.
- Put together sales proposals and contracts by scoping contracts, pricing, and doing any setup work necessary for the customer.
- Partner closely with Product to understand what new and potential customers need, want, and love about Prelim.
You may be a fit for this role if you:
- 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
Why you should join Prelim
Prelim is simplifying the go-to-market digital originations process for banks, helping banks help people.
Banks spend billions of dollars on one-size fits all solutions to originate their products. When banks want to do something as simple as change copy, or add a new set of questions, banks are forced to either pay per hour, seek out a new vendor, or build it themselves.
This makes banks inflexible to respond to changing market needs, sometimes forcing banks to post a pdf on their website just to get something live. This occurred at some of the largest banks in the United States when trying to roll out the Paycheck Protection Program.
Our templates, drag and drop integrations, and no-code form builder allow banks to quickly deploy in days, not years, with significantly lower costs and higher quality.