Account Executive, Strategic

Menlo Ventures; San Francisco (CA); Hybrid; USD 135,000 - 155,000; Full time

Job summary

A leading financial services SaaS company is seeking an experienced Sales Representative to build and close accounts within their Private Capital CRM business. The ideal candidate will have over 5 years of sales experience, preferably in financial services, and a solid track record in managing both inbound leads and outbound sales strategies. This role involves collaborating with marketing and internal teams to drive business growth. Strong technical skills and familiarity with sales tools are essential. Competitive salary range: $135,000 - $155,000 with commission potential.

Benefits

Health benefits

401(k) retirement plan

Annual education budget

Wellness support reimbursements

Virtual team-building activities

Qualifications

• 5+ years of sales experience selling SaaS products to financial services companies.
• Ability to manage inbound leads while executing an outbound prospecting plan.
• Strong track record of partnering with internal teams to drive value.

Responsibilities

• Review and follow up on daily inbound leads.
• Collaborate with marketing to drive outbound efforts.
• Close deals and grow personal income.
• Manage pipeline closely to exceed quota.

Skills

Sales experience selling SaaS products

Quota performance

Managing inbound leads

Conducting customer meetings

Knowledge of MEDDPICC

Technical acumen

Understanding of CRM solutions

Partnering with internal teams

Education

Degree in finance (preferred)

Tools

Sales tools

Job description

Overview

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!

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, 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

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

• 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 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

Location : San Francisco, Chicago, 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 2–3 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.

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 $135,000 - $155,000 USD Base. In addition, this 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.

About Affinity

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.

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.