Mid‑Market SaaS Account Executive – Private Capital

Affinity; New York (NY); Hybrid; USD 105,000 - 115,000; Full time

Benefits offered by this job

Health Benefits

401(k) Plan

Learning & Development

Wellness Support

Team Connection

Job summary

Affinity, the AI-first CRM for private capital, seeks a Mid-Market Sales professional to build and close a pipeline of net new accounts and expand within existing customers. You’ll report to the Manager, Sales - Mid Market and join a team of experienced leaders focused on success.

You will review inbound leads, present to prospects, and collaborate with Customer Success to drive expansion revenue, while aligning with Marketing and BD for outbound efforts. HubSpot/Salesforce experience is valued.

Qualifications

• 3+ years of sales experience selling SAAS products.
• Deep knowledge of financial services (VC/CVC/PE) and related workflows.
• Consistent over quota performance and credibility with cross-functional teams.
• Ability to balance inbound leads with outbound prospecting strategies.
• Experience from discovery through close with actionable outcomes at all levels.
• Familiarity with MEDDPICC and modern sales methodologies.
• Strong technical understanding to discuss APIs, data enrichment, and reporting.
• Proficiency with common CRMs and sales tools; ability to adapt quickly.

Responsibilities

• Review, qualify, and follow up on daily inbound leads.
• Present to prospects and challenge their thinking to optimize outcomes.
• Collaborate with Customer Success to drive expansion revenue.
• Manage pipeline to deliver forecasts and exceed quota.
• Coordinate with Marketing/BD to sustain outbound motion.

Skills

SaaS sales

Financial services knowledge

Quota attainment

Inbound/outbound prospecting

Discovery to close

MEDDPICC methodology

Technical acumen

CRM tools proficiency

Cross-functional partnerships

Tools

Salesforce

HubSpot

LinkedIn Sales Navigator

Job description

Affinity, the AI-first CRM for private capital, seeks a Mid-Market Sales professional to build and close a pipeline of net new accounts and expand within existing customers. You’ll report to the Manager, Sales - Mid Market and join a team of experienced leaders focused on success.

You will review inbound leads, present to prospects, and collaborate with Customer Success to drive expansion revenue, while aligning with Marketing and BD for outbound efforts. HubSpot/Salesforce experience is valued.