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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, 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!

Responsibilities

• 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

Requirements

• 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
• 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

Skills

• Sales
• SAAS
• Financial Services
• Venture Capital
• Venture Capital
• Private Equity
• MEDDPICC
• Solution Selling
• CRM
• Sales Tools
• API Integrations
• Data Enrichment
• Reporting

Location

• San Francisco
• New York

Work Type

• Hub-Hybrid

Experience Level

• 5+ years of sales experience

Education Level

• Degree in finance

Salary/Compensations

• $135,000 - $155,000 USD Base
• Commission based on sales targets

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Flexible personal & sick days
• 401(k) plan
• Annual education budget
• Comprehensive L&D program
• Monthly reimbursement for home internet, meals, and wellness memberships/equipment
• Virtual team-building activities and socials

About the Company

• 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.
• 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.
• We 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.

Equal Opportunity

• 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.