Account Executive

📌 Core Information

🔹 Job Title: Account Executive

🔹 Company: Prelim

🔹 Location: Boston, Massachusetts, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Sun Mar 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

🔹 Experience Level: 2-5 years

🔹 Remote Status: Remote Solely

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Selling innovative banking solutions to enhance customer service.
• Maintaining and growing a consistent sales pipeline.
• Engaging with high-level banking executives to redefine customer interaction processes.
• Collaborating with internal teams to ensure client success.

ASSUMPTION: The job is primarily focused on sales and customer relationship management within the banking industry. This involves direct interaction with banking professionals to assist in modernizing their customer service platforms.

📋 Key Responsibilities

✅ Drive revenue growth and meet quarterly booking objectives.

✅ Build and manage relationships with VP and C-Suite prospects.

✅ Collaborate with internal units such as sales engineering and marketing.

✅ Generate new business opportunities and manage an active sales pipeline.

✅ Conduct outbound communication and deliver web-based product presentations.

ASSUMPTION: The responsibilities emphasize a holistic approach to sales that requires significant strategic planning and the ability to foster executive-level relationships.

🎯 Required Qualifications

Education: Not specified

Experience: 2-5 years in a sales or account management role, preferably within the fintech or banking industry.

Required Skills:

• Dynamic interpersonal and communication skills.
• Sales cycle management and presentation skills.
• Collaboration and relationship building.

Preferred Skills:

• Experience with banking innovation or fintech products.
• Proficient in using CRM tools and digital communication platforms.

ASSUMPTION: Experience specific to the banking industry may enhance a candidate’s fit for the role given the nature of Prelim's products and services.

💰 Compensation & Benefits

Salary Range: $205,000 - $235,000, including commission, with a base salary of $105,000 - $125,000.

Benefits:

• Equity compensation.
• Access to industry-leading sales and training tools.
• Potential for career growth within a rapidly expanding startup.

Working Hours: Standard 40-hour workweek with expectations for occasional additional hours to meet sales goals.

ASSUMPTION: Benefits and compensation are designed to attract high-caliber sales talent and reflect the fast-paced nature of a startup environment.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development, specializing in fintech solutions for banks.

Company Size: 51-200 employees, indicating agility and personalized involvement in company projects.

Founded: 2017

Company Description:

• Pioneers in automating the banking customer journey through a no-code platform.
• Focus on enhancing customer experiences across multiple banking services.
• Founded by experienced professionals from finance and software engineering backgrounds.

Company Specialties:

• Banking automation
• Customer onboarding
• No-code technology solutions

Company Website: https://prelim.com/

ASSUMPTION: The company’s growth and industry focus make it an exciting prospect for individuals passionate about revolutionizing the banking sector using modern technology.

📊 Role Analysis

Career Level: Mid-career position requiring proven sales experience and leadership potential.

Reporting Structure: Likely reports to the Sales Director or VP of Sales.

Work Arrangement: Remote sole responsibility, with required collaboration across various geography.

Growth Opportunities:

• Advancement within the company's expanding sales division.
• Opportunities to work closely with leadership to strategize product offerings.
• Potential involvement in cross-departmental initiatives.

ASSUMPTION: The role offers significant potential for career growth, particularly for those interested in the intersection of banking and technology.

🌍 Location & Work Environment

Office Type: Corporate office environment in Boston.

Office Location(s): 220 Montgomery St, San Francisco, California and potential workspaces in Seattle, Boston, New York, and Los Angeles.

Geographic Context:

• Situated in Boston, a hub for technology and finance.
• Easy access to a significant number of national and international banks.
• Proximity to leading financial institutions and fintech innovators.

Work Schedule: Primarily standard business hours with occasional variations to accommodate clients.

ASSUMPTION: The work environment benefits from being in a prominent financial and technological city, conducive to networking and professional growth.

💼 Interview & Application Insights

Typical Process:

• Initial application review and screening call.
• Interview with HR and/or Sales leadership team.
• Technical and role-specific interviews.

Key Assessment Areas:

• Knowledge in sales processes and banking sector insights.
• Communication proficiency and presentation abilities.
• Problem-solving and strategic thinking.

Application Tips:

• Highlight experience with fintech solutions or banking improvements.
• Emphasize any quota achievement or sales awards.
• Prepare questions that illustrate your understanding of banking innovations.

ATS Keywords: Account Management, Sales Executive, Banking Solutions, Customer Engagement, Financial Technology.

ASSUMPTION: The application process is competitive, as it not only assesses technical competence but also the candidate's fit within the company's innovative spirit.

🛠️ Tools & Technologies

• CRM software (Salesforce, HubSpot)
• Web conferencing platforms (Zoom, Microsoft Teams)
• Social selling tools (LinkedIn Sales Navigator)

ASSUMPTION: Proficiency in these tools is crucial for effective sales management and remote collaboration.

👔 Cultural Fit Considerations

Company Values:

• Innovation in banking technology.
• Commitment to customer success.
• Collaborative teamwork.

Work Style:

• Proactive and self-motivated.
• Results-driven with a focus on strategic goals.
• Collaborative with cross-functional teams.

Self-Assessment Questions:

• Do you have experience with high-level banking clients?
• How do you manage complex sales cycles?
• What strategies do you use to sustain customer engagement?

ASSUMPTION: The company values align with a culture eager for innovative thinkers who can handle high-pressure sales environments while leveraging technology.

⚠️ Potential Challenges

• High-pressure sales goals.
• Adapting to a rapidly changing fintech landscape.
• Balancing multiple client projects and deadlines.
• Maintaining communication across several time zones.

ASSUMPTION: These challenges are typical in high-growth, technology-driven companies where innovation meets traditional industries like banking.

📈 Similar Roles Comparison

• Traditional Account Executives often have longer sales cycles.
• Financial sales roles usually have more regulations to consider.
• Fintech roles typically demand a higher proficiency with technology.

ASSUMPTION: This position likely involves more engagement with cutting-edge technology compared to similar roles in more traditional environments.

📝 Sample Projects

• Leading onboarding for a new banking client utilizing Prelim’s platform.
• Facilitating a training session for bank executives on new system integrations.
• Identifying new business opportunities and strategies in the evolving banking market.

ASSUMPTION: These projects would leverage both sales acumen and technical knowledge to achieve Prelim’s objectives with their clients.

❓ Key Questions to Ask During Interview

• What are the key sales targets for this position?
• How does Prelim support ongoing professional development?
• Can you describe the team dynamics and how departments collaborate?
• What current challenges face the sales team?
• How does Prelim adapt to changing financial regulations?

ASSUMPTION: These questions are aligned to better understand the company's sales environment and overall strategic goals.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights relevant sales and financial industry experience.
• Prepare for potential behavioral and technical interviews.
• Familiarize yourself with Prelim’s products and current industry trends.
• Follow up with a thank-you email post-interview to express continuing interest.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.