[Hiring] Strategic Account Executive @Affinity

Role Description

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 help support you and your success!

• 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

• 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

Requirements

• 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

Benefits

• Health Benefits: We cover both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer a pension plan through SmartPension 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.

Company Description

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 the connections and insights that help investors source, evaluate and win opportunities.