Account Executive, Strategic
Affinity.co, New York, NY, United States
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 Senior Sales Manager, and you will be joining a seasoned team of talented professionals and leaders that are here to support 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, gaining a deep understanding of their teams and processes to drive better business outcomes
Close deals with these prospects to 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 installed 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 Our hiring approach values diversity. If your past experience does not perfectly match the qualifications below, we encourage you to apply. You may be the right candidate for this or other roles.
5+ years of sales experience selling SAAS products, preferably 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 organizational levels
Knowledge and practical application of MEDDPICC and 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
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 hold a degree in finance
Work Location Remote, San Francisco or New York. For those located in San Francisco or New York, we embrace a hub‑hybrid model requiring in‑office presence 2–3 days per week (Tuesday–Thursday).
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 dive 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 home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
Team Connection: Virtual team‑building activities and socials keep our team connected, because building strong relationships is key to success.
Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits.
A reasonable estimate of the current range is $135,000 - $155,000 USD Base. The 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.
We use E-Verify 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 www.dhs.gov/E-Verify.
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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, gaining a deep understanding of their teams and processes to drive better business outcomes
Close deals with these prospects to 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 installed 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 Our hiring approach values diversity. If your past experience does not perfectly match the qualifications below, we encourage you to apply. You may be the right candidate for this or other roles.
5+ years of sales experience selling SAAS products, preferably 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 organizational levels
Knowledge and practical application of MEDDPICC and 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
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 hold a degree in finance
Work Location Remote, San Francisco or New York. For those located in San Francisco or New York, we embrace a hub‑hybrid model requiring in‑office presence 2–3 days per week (Tuesday–Thursday).
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 dive 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 home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
Team Connection: Virtual team‑building activities and socials keep our team connected, because building strong relationships is key to success.
Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits.
A reasonable estimate of the current range is $135,000 - $155,000 USD Base. The 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.
We use E-Verify 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 www.dhs.gov/E-Verify.
#J-18808-Ljbffr