Business Development Representative

Affinity (CRM); San Francisco (CA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Learning & development

Wellness support

Team connection

Job summary

Affinity is seeking an outbound prospecting specialist for its Private Capital CRM business in San Francisco. You will source meetings for Account Executives, build pipeline through multi-channel outreach, and work with Marketing to refine messages for this vertical.

You’ll receive coaching, demonstrate product knowledge, use Salesforce, Outreach, Nooks and Google Suite, manage your pipeline to hit and exceed quota. Base salary is $60k–$65k with commission based on KPIs.

Qualifications

• 1+ years of sales lead generation experience in B2B with a consistent track record of meeting and exceeding sales and account-based activity objectives.
• Highly motivated professional with excellent interpersonal skills.
• Self-starter with solid organizational, planning and execution skills.
• Knowledge and passion for technology.

Responsibilities

• Source meetings for Account Executives and generate pipeline via outbound prospecting across channels (phone, email, video, social).
• Conduct account and persona research and plan prospecting with Account Executive.
• Review, qualify, and follow up on inbound leads; collaborate with Marketing to tune messaging.
• Receive coaching to improve performance and grow professionally.
• Demonstrate knowledge of Affinity’s product line and value proposition.
• Use Salesforce, Outreach, Nooks, Claude, Google Suite to drive pipeline.
• Manage pipeline to drive accurate forecasts and exceed quota.

Skills

Sales lead generation

Interpersonal skills

Organizational skills

Education

Bachelor’s degree preferred

Tools

Salesforce

Outreach

Nooks

Claude

Google Suite

Job description

The Role

In this role, you'll be responsible for outbound prospecting for our Private Capital CRM business. This position will report directly to the BDR Manager, and you will join a seasoned team of talented professionals and leaders here to help support you and your success!

What you’ll be doing:

• Source meetings for your Account Executive and generate pipeline via outbound prospecting efforts through personalized outreach across channels: phone, email, video, and social channels.
• Conduct account & persona research and work with your Account Executive on a prospecting plan for target accounts.
• Review, qualify, and follow up on inbound leads, and collaborate with our Marketing team to help shape and tune our messaging to this vertical
• Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance
• Demonstrate thorough knowledge of Affinity’s product line and value proposition
• Effectively use sales tools including Salesforce, Outreach, Nooks, Claude, Google Suite, to drive pipeline
• Manage your pipeline closely to drive accurate sales forecasts, and exceed your quota.

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply for 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 sales lead generation experience in B2B with a consistent track record of meeting and exceeding sales and account-based activity objectives
• Highly motivated professional with excellent interpersonal skills
• Self-starter with solid organizational, planning and execution skills
• Bachelor’s Degree preferred
• Knowledge and passion for technology

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.

A reasonable estimate of the current base is $60,000 - $65,000 USD. In addition, this position is also eligible to receive commission based on departmental KPIs. In addition, this position is also eligible to receive Commission based on departmental KPIs. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training.

About Affinity

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.

Trusted by more than 3,300 private capital firms, including 40% of the venture capital market and more than 330 private equity buyout teams, Affinity powers one of the industry's deepest relationship graphs. The platform is built on more than 130 billion structured relationships, 177 million people tracked, 88 million companies tracked and 31 billion interactions, helping firms uncover opportunities sooner, move with greater conviction and scale institutional knowledge over time.

Learn more: affinity.co