Account Executive, Mid Market

<p><strong>The Role</strong></p> <p><span style="font-weight: 400;">In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers expansion revenue within our Private Capital CRM business, the Mid-Market Segment. This position will report directly to the Director, Sales - Mid Market, and you will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!</span></p> <p><strong>What you’ll be doing:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Review, qualify, and follow up on daily inbound leads</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Present to prospects, and challenge their thinking about how they can optimize their teams and processes, to drive better business outcomes</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Work collaboratively with our customer success team to identify and drive expansion revenue within our install base.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Manage your pipeline closely to drive accurate sales forecasts, and exceed quota</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance</span></li> </ul> <p><strong>Qualifications:</strong></p> <p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">Required</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">3+ years of recent sales experience selling SAAS products, preferably to financial services companies such as VC, CVC, and PE</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Consistent over quota performance</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Ability to manage and qualify inbound leads while at the same time developing and executing an outbound prospecting plan</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Ability to conduct customer meetings, from discovery to presentation and close, with actionable outcomes to all levels of an organization throughout the sales cycle</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Knowledge and practical application of MEDDPICC as well as solution selling methodologies</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Strong technical acumen to confidently speak to our full solution, including custom API integrations, data enrichment, and reporting</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Solid understanding of different CRM solutions and utilization of modern sales tools and methodologies</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Solid track record of successfully partnering with internal teams to help drive additional value for prospects as well as with existing customers</span></li> </ul> <p><span style="font-weight: 400;">Bonus points</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">You have worked at a startup or high-growth company before</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">You have a strong understanding of the financial services industry, or you have a degree in finance</span></li> </ul> <p><strong>Work Location: Remote, San Francisco or New York</strong></p> <p><em>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 2–3 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.</em></p> <p><strong>What you'll enjoy at Affinity:</strong>&nbsp;</p> <ul> <li data-stringify-indent="0" data-stringify-border="0"><strong data-stringify-type="bold">We live our values:</strong>&nbsp;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.</li> <li data-stringify-indent="0" data-stringify-border="0"><strong data-stringify-type="bold">Health Benefits:</strong>&nbsp;We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal &amp; sick days to support your well-being.</li> <li data-stringify-indent="0" data-stringify-border="0"><strong data-stringify-type="bold">Retirement Planning:</strong>&nbsp;We offer a 401(k) plan to help you plan for your future.</li> <li data-stringify-indent="0" data-stringify-border="0"><strong data-stringify-type="bold">Learning &amp; Development:</strong>&nbsp;We provide an annual education budget and a comprehensive L&amp;D program.</li> <li data-stringify-indent="0" data-stringify-border="0"><strong data-stringify-type="bold">Wellness Support:</strong>&nbsp;We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.</li> <li data-stringify-indent="0" data-stringify-border="0"><strong data-stringify-type="bold">Team Connection:</strong>&nbsp;Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.</li> </ul> <p>Please note that 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.&nbsp;&nbsp;</p> <p>A reasonable estimate of the current range is&nbsp;<span class="collapsed-field-text">$105,000 - $115,000</span> USD Base. In addition, this position is also eligible to receive Commission based on sales targets. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training.&nbsp;</p> <p>&nbsp;</p><div class="content-conclusion"><p><strong>About Affinity</strong></p> <p>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. How? 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.&nbsp;We are 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.</p> <p><span style="font-weight: 400;"><strong>We use E-Verify</strong></span></p> <p><span style="font-weight: 400;">Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit <a class="c-link" href="http://www.dhs.gov/E-Verify" target="_blank" data-stringify-link="http://www.dhs.gov/E-Verify" data-sk="tooltip_parent">www.dhs.gov/E-Verify</a>.</span></p></div>