---
title: 'Account Executive at Prelim'
canonical: 'https://feeny.ai/job/account-executive-prelim-united-states-1c81bvy19qtq'
type: 'job'
last_seen: '2026-09-26'
---

# Account Executive at Prelim

- **Company:** Prelim
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-25
- **Last confirmed live:** 2026-09-26
- **Apply:** https://jobs.ashbyhq.com/prelim/ecbb175d-8747-4ff5-8b7b-8603cd484f0b

## 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. Why Prelim? At Prelim, you'll join a remote-first company experiencing explosive growth, doubling revenue year-over-year while maintaining profitability. This is a dynamic environment where you'll need to be comfortable with ambiguity and rapid change. You'll be part of a small but mighty sales team that punches above its weight. While the workload can be intense, you'll have the opportunity to make a real impact and grow your career quickly. We promote from within and invest in our people's development. Most importantly, you'll help democratize access to banking services. Your work ensures that financial institutions can effectively serve their communities through modern, accessible technology. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

## About Prelim

## Company Overview
- **One-liner**: Prelim provides a digital onboarding platform for banks and credit unions to open deposit accounts, treasury services, and lending products across online, mobile, and in-branch channels.
- **Entity Type**: Private (Seed Stage)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2017
- **Founders**: Heang Chan (CEO) and Chris Blaser (CTO)

## Core Business
- Primary industry/industries: Fintech, Banking Software, Digital Account Opening
- Target customers: B2B – U.S. banks and credit unions (ranging from community banks to larger institutions)
- Mission or purpose statement: “To revolutionize the way financial institutions onboard new customers” by making banking faster, easier, and more accessible for both banks and their customers.

## Products & Services
- **Online Account Opening**: A SaaS platform that lets consumers and businesses open deposit accounts, credit cards, and treasury services online in minutes, with real-time core integrations and instant funding capabilities.
- **In-Branch Onboarding**: A digital solution that eliminates paperwork in branches, enabling bankers to open accounts quickly while focusing on customer relationships.
- **Account Maintenance**: Automated workflows for common maintenance tasks such as address changes, product conversions, beneficiary changes, debit card orders, and TIN/CIF changes, all integrated with core banking systems.
- **Workflow Builder & Decisioning Engine**: A configurable tool that allows banks to create custom approval chains, automate document generation, and set decisioning rules for account openings and maintenance.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Total Funding**: $2.2M (across 3 rounds: Seed rounds in 2017 and a venture round in 2022)
- **Key Metric**: Annual Revenue – Not publicly available; estimated headcount of 28–36 employees
- **Notable Investors/Partners**: Y Combinator (Summer 2017 batch), with participation from multiple seed investors. Partners include major core banking providers (integrations with FIS, etc.).
- **Growth Signals**: Headcount grew ~9.8% YoY (28 employees on LinkedIn as of mid-2025). The company has won awards from Datos Insights, ICBA, and FIS. Actively hiring for implementation and engineering roles.

## Competitive Advantages
- **Omnichannel Platform**: Covers online, mobile, and in-branch onboarding from a single platform, reducing the need for banks to stitch together multiple vendors.
- **Real-Time Core Integrations**: Deep, bidirectional integrations with legacy banking cores allow instant data sync, funding, and account activation.
- **Configurable Workflows**: A no-code/low-code workflow builder lets banks customize approval chains, documents, and rules without heavy engineering effort.
- **Banking Expertise**: Founders bring combined experience from Goldman Sachs, Wells Fargo, Bank of America, and Blend, giving them deep domain knowledge of banking pain points.

## Strategic Focus
- **Expanding Product Suite**: Moving beyond account opening into account maintenance, treasury services, and lending onboarding to become a full-service deposit and lending platform.
- **Deepening Integrations**: Continuing to build out integrations with more core banking systems and third-party providers to reduce friction for financial institutions.
- **Scaling the Team**: Growing the implementation, engineering, and customer success teams to support a growing client base of U.S. banks and credit unions.

## Why Work Here
- **Culture**: Described as customer-focused, with high standards and a commitment to transforming banking. The team values proactive ownership, continuous learning, and collaboration.
- **Remote/Hybrid Policy**: Remote-first within the US, with an annual remote work stipend. Team offsites twice a year for collaboration and planning.
- **Benefits**: 100% coverage of health, vision, and dental insurance for employees and dependents; monthly health and wellness stipend; equity grants; year-end performance bonuses; unlimited PTO; paid parental and pregnancy leave.
- **Engineering Culture**: Emphasis on building modern infrastructure atop legacy systems, working with cutting-edge technology, and solving challenging problems in fintech. Small, high-impact team (around 30 people) where engineers can own significant projects.

## Sources
1. [Prelim Website](https://prelim.com/)
2. [Prelim About Page](https://prelim.com/about)
3. [Prelim Careers Page](https://prelim.com/careers)
4. [Y Combinator – Prelim](https://www.ycombinator.com/companies/prelim)
5. [LinkedIn – Prelim](https://www.linkedin.com/company/prelimsolutions)

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