Enterprise SaaS Account Executive — Hybrid

Affinity (CRM); New York (NY); Hybrid; USD 160,000 - 175,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Annual education budget

Wellness stipend

Team events

Job summary

Affinity, the AI-first CRM for private capital, seeks a strategic sales leader to build and close a pipeline of net new accounts and existing customers in the Private Capital CRM business, Strategic (Enterprise) segment. You will report to the VP of Strategic Sales and join a seasoned team dedicated to your success.

You will qualify inbound leads, drive outbound activity to key accounts, and conduct discovery through closing, collaborating with customer success to expand in the install base.

Qualifications

• 5+ years of sales experience selling SAAS products.
• Deep knowledge of financial services (VC, CVC, PE) is preferred.
• Strong MEDDPICC and solution selling experience.
• Ability to manage inbound leads while prospecting and outbounding.

Responsibilities

• Review, qualify, and follow up on daily inbound leads.
• Collaborate with Marketing and Business Development to drive outbound motion to strategic accounts.
• Understand prospects' teams and processes to drive better outcomes.
• Close deals with prospects and grow revenue and personal income.
• Work with customer success to identify and drive expansion within install base.
• Manage pipeline to improve forecasting and exceed quota.
• Receive coaching to support growth and performance.

Skills

SAAS sales

Financial services

Quota achievement

Inbound/outbound

MEDDPICC

APIs & integrations

CRM platforms

Cross-team collaboration

Education

Finance/Business degree

Tools

APIs

Data enrichment

Reporting

CRM systems

Job description

Affinity, the AI-first CRM for private capital, seeks a strategic sales leader to build and close a pipeline of net new accounts and existing customers in the Private Capital CRM business, Strategic (Enterprise) segment. You will report to the VP of Strategic Sales and join a seasoned team dedicated to your success.

You will qualify inbound leads, drive outbound activity to key accounts, and conduct discovery through closing, collaborating with customer success to expand in the install base.