Account Executive I, Strategic

About the role

This role involves building and closing a pipeline of net new accounts and existing customers within the Strategic (Enterprise) Segment of our Private Capital CRM business. The position reports directly to the Senior Sales Manager and is part of a seasoned team committed to supporting your success.

Responsibilities

• 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 to gain a deep understanding of their teams and processes, driving better business outcomes
• Close deals with these prospects, growing our company and accelerating 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

• 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 developing and executing an outbound prospecting plan
• Ability to conduct customer meetings from discovery to presentation and close, with actionable outcomes at 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
• Strong 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 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 2–3 days per week, typically Tuesday through Thursday.

What you'll enjoy at Affinity

• Health Benefits: Medical, dental, and vision insurance premiums covered with comprehensive PPO, HDHP, and HMO options (in CA), and flexible personal & sick days
• Retail Planning: 401(k) plan
• Learning & Development: Annual education budget and comprehensive L&D program
• Wellness Support: Reimbursement for home internet, meals, and wellness memberships/equipment
• Team Connection: Virtual team-building activities and socials

Pay

The role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job. A reasonable estimate of the current range is $135,000 - $155,000 USD Base. In addition, this position is also eligible to receive Commission based on sales targets. Individual pay is determined by factors such as job-related skills, experience, and relevant education or training.

About Affinity

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.