Software for banks to originate bank accounts online

Sales Development Representative

$50k - $70k
Job Type
1+ years
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About the role

Sell the product that powers better access to banking

The Prelim team is seeking a talented individual to join our team. As a member of our (small, but growing!) team, you'll have the opportunity to work with cutting-edge technology and be at the forefront of fintech, increasing access to banking for millions of people. If you're excited to be part of a fast-paced remote startup and contribute to the growth and success of our company, we encourage you to apply to join our team today!

As a Sales Development Representative (SDR) at Prelim, you will be responsible for identifying and qualifying new business opportunities for our digital account opening solutions. You will work closely with our sales and marketing teams to generate leads, set appointments and advance opportunities through the sales pipeline.

You will:

  • Identifying and qualifying new business opportunities through various lead generation channels
  • Building and maintaining relationships with key decision makers at target companies
  • Collaborating with sales teams to create and present customized proposals to clients
  • Assisting in the creation and execution of marketing campaigns to drive leads and sales
  • Staying up-to-date on industry trends and changes, and identifying new opportunities for growth
  • Monitoring and reporting on the success of sales development efforts and adjusting strategies as needed

You may be a fit for this role if you:

  • Bachelor's degree in business, marketing, or a related field
  • 1-2 years of experience in sales development or a related field
  • Strong communication and presentation skills
  • Demonstrated ability to identify and pursue new business opportunities
  • Positive, proactive attitude and strong work ethic

About Prelim:

Prelim is a cutting-edge software provider that specializes in digital account opening solutions for banks. Our platform is designed to streamline the account opening process for both consumers and businesses, increasing speed-to-market and improving the customer experience.

We pride ourselves on being a forward-thinking and innovative company, always on the lookout for new ways to improve our offerings and stay ahead of the curve in the banking industry. Our small team is made up of passionate and dedicated individuals who are committed to delivering exceptional results for our clients.

As a member of the Prelim team, you will have the opportunity to work with and be at the forefront of fintech. You will have the chance to work with a diverse range of clients, including some of the biggest names in the banking industry, and have an outsized impact.

We offer a fast-paced and dynamic work environment, with ample opportunities for growth and advancement. If you're excited to be part of a team that is shaping the future of the banking industry, then we encourage you to apply to join us at Prelim. We are looking for individuals who are driven, ambitious, and excited about the opportunity to make a real impact in the digital account opening industry.


Why you should join Prelim

At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry.

Our no-code platform allows banks and financial institutions to digitalize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills.

Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box.

In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.

Team Size:27
Location:San Francisco
Chris Blaser
Chris Blaser
Heang Chan
Heang Chan