Account Executive, Growth

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, the Growth Segment. This position will report directly to the Sr. Sales Manager, and you will join a seasoned team of talented professionals and leaders here to help support you and your success!

Please Note: This posting is part of our proactive talent pipeline efforts. While this role is not currently open, we are always looking to connect with qualified candidates for future opportunities. If your background aligns with our needs, we may reach out when a position becomes available. Please be aware that responses may not be immediate.

What you’ll be doing:

• Review, qualify, and follow up on daily inbound leads
• Present to prospects, and challenge their thinking about how they can optimize 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 your quota.
• Drive consistent outbound motion to generate sufficient pipeline coverage
• Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance

Qualifications 

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.

Required

• 1+ years of experience in 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 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

Bonus points

• You have worked at a startup or high-growth company before
• You have a strong understanding of the financial services industry

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 "taste the soup" by diving 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 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.

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.  

A reasonable estimate of the current range is $80,000 - $90,000 USD Base. In addition, this position is also eligible to receive Commission based on sales targets. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.