New York, New York, United States · Hybrid
$105k–$115k/yr
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, Mid-Market Segment. This position will report directly…
Skills: SaaS Sales, Pipeline Management, MEDDPICC, Solution Selling, Outbound Prospecting
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The role involves building and closing a pipeline of new and existing accounts within the Private Capital CRM Mid-Market segment. Key duties include qualifying inbound leads, executing outbound motions, and collaborating with customer success and marketing teams to drive revenue.
Candidates must have 3+ years of SaaS sales experience with a proven track record of exceeding quotas in the financial services industry (VC, CVC, PE). Proficiency in MEDDPICC, solution selling, and technical knowledge of CRM and API integrations is required.
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, Mid-Market Segment. This position will report directly to the Manager, 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!
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
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
Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts
Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance
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:
3+ 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
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 have a degree in finance
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 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.
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 $105,000 - $115,000 USD Base ($210,000 - $230,000 OTE). This position is 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.
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. 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.
Deals are won through relationships—but most CRMs weren't built to track them. Affinity automates data entry, surfaces relationship insights, and gives teams the context they need to act on every opportunity. Over 3,000 organizations worldwide use Affinity, including leading private equity, venture capital, and investment banking firms. Founded in 2014, Affinity is headquartered in San Francisco and backed by Menlo Ventures, Advance Venture Partners, 8VC, and MassMutual Ventures.
Offices: 182 Howard St, PMB # 3, San Francisco, California 94105, US
Deals are won through relationships—but most CRMs weren't built to track them. Affinity automates data entry, surfaces relationship insights, and gives teams the context they need to act on every opportunity. Over 3,000 organizations worldwide use Affinity, including leading private equity, venture capital, and investment banking firms. Founded in 2014, Affinity is headquartered in San Francisco and backed by Menlo Ventures, Advance Venture Partners, 8VC, and MassMutual Ventures.
Offices: 182 Howard St, PMB # 3, San Francisco, California 94105, US
