Mid Market Account Executive
About 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, Mid-Market Segment. You will report directly to the Manager, Sales - Mid Market and join a seasoned team of talented professionals and leaders dedicated to supporting your success.
Responsibilities
- Review, qualify, and follow up on daily inbound leads
- Present to prospects, challenging their thinking about optimizing teams and processes to drive better business outcomes
- 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
- Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts
- Receive coaching from your Sales Manager and team members to support your professional growth and improve performance
Requirements
- 3+ 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
- Solid track record of successfully partnering with internal teams to drive additional value for prospects and existing customers
Preferred Qualifications
- Experience working at a startup or high-growth company
- Strong understanding of the financial services industry or a degree in finance
Work Location
San Francisco, New York, or Chicago. For those located in San Francisco or New York, this role follows a hub-hybrid model, requiring in-office presence 2 days per week (typically Tuesday through Thursday).
Pay
A reasonable estimate of the current base salary range is $105,000 - $115,000 USD, with an on-target earnings (OTE) range of $210,000 - $230,000. This position is eligible for commission based on sales targets. Individual pay within this range is determined by factors such as job-related skills, experience, and relevant education or training.
Benefits
- Comprehensive medical, dental, and vision insurance premiums covered (PPO, HDHP, and HMO options in CA)
- Flexible personal and sick days
- 401(k) retirement plan
- Annual education budget and comprehensive learning & development program
- Monthly reimbursements for home internet, meals, and wellness memberships/equipment
- Virtual team-building activities and socials
About Affinity
Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship, interaction, and deal data, Affinity automatically captures activity, maps firm networks, and surfaces connections and insights to help investors source, evaluate, and win opportunities. Trusted by over 3,300 private capital firms, including 40% of the venture capital market and more than 330 private equity buyout teams, Affinity powers one of the industry's deepest relationship graphs with over 130 billion structured relationships, 177 million people, 88 million companies, and 31 billion interactions.