The Role

In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers within our Private Capital CRM business, Strategic (Enterprise) Segment. This position will report directly to the VP of Strategic Sales, and you will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!

What you’ll be doing

Review, qualify, and follow up on daily inbound leads

Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key strategic accounts

Collaborate with prospects, and gain a deep understanding of their teams and processes, to drive better business outcomes

Close deals with these prospects and, in so doing, grow our company and accelerate your personal growth and income!

Work collaboratively with our customer success team to identify and drive expansion revenue within our install base.

Manage your pipeline closely to drive accurate sales forecasts, and exceed quota

Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Required:

5+ years of sales experience selling SAAS products

Deep industry knowledge and selling experience to financial services companies such as VC, CVC, and PE

Consistent over quota performance

Ability to manage and qualify inbound leads while at the same time developing and executing an outbound prospecting plan

Ability to conduct customer meetings, from discovery to presentation and close, with actionable outcomes to all levels of an organization throughout the sales cycle

Knowledge and practical application of MEDDPICC as well as solution selling methodologies

Strong technical acumen to confidently speak to our full solution, including custom API integrations, data enrichment, and reporting

Solid understanding of different CRM solutions and utilization of modern sales tools and methodologies

Solid track record of successfully partnering with internal teams to help drive additional value for prospects as well as with existing customers

Bonus points:

You have worked at a startup or high-growth company before

You have a strong understanding of the financial services industry, or you have a degree in finance

Work Location: San Francisco or New York

For those located in San Francisco or New York, for this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team.

What you'll enjoy at Affinity

We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients.

Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being.

Retirement Planning: We offer a 401(k) plan to help you plan for your future.

Learning & Development: We provide an annual education budget and a comprehensive L&D program.

Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.

Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.