Outbound BDR: Build Pipeline & Drive Growth

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

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.