Private Capital BDR: Outbound Prospecting & Pipeline

Affinity; New York (NY); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Learning & Development budget

Wellness reimbursement

Team connection activities

Job summary

Affinity is hiring for an outbound prospecting role in a Private Capital CRM team. You’ll generate pipeline by reaching out across channels and coordinate with Account Executives to set meetings. You’ll study target accounts, qualify leads, and refine messaging with Marketing to optimize results.

You’ll also receive coaching to grow professionally and master Affinity’s product suite. The position requires a proactive, organized, tech-savvy individual who can manage a robust pipeline and

Qualifications

• 1+ years of B2B sales lead generation experience.
• Highly motivated professional with excellent interpersonal skills.
• Self-starter with strong organizational and planning skills.
• Bachelor’s Degree preferred.
• Knowledge and passion for technology.

Responsibilities

• Source meetings for your Account Executive and generate pipeline via outbound prospecting across channels (phone, email, video, social).
• Conduct account & persona research and collaborate with your Account Executive on a prospecting plan.
• Review inbound leads and help shape messaging with Marketing for this vertical.
• Receive coaching from your Sales Manager to support growth and 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 to drive accurate forecasts and exceed your quota.

Skills

Interpersonal skills

Self-motivation

Organizational skills

Tech-savvy

Education

Bachelor’s Degree preferred

Tools

Salesforce

Outreach

Nooks

Claude

Google Suite

Job description

Affinity is hiring for an outbound prospecting role in a Private Capital CRM team. You’ll generate pipeline by reaching out across channels and coordinate with Account Executives to set meetings. You’ll study target accounts, qualify leads, and refine messaging with Marketing to optimize results.

You’ll also receive coaching to grow professionally and master Affinity’s product suite. The position requires a proactive, organized, tech-savvy individual who can manage a robust pipeline and