Private Capital CRM BDR - Grow Pipeline & Wins

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

Benefits offered by this job

Health insurance

401(k) plan

Education budget

Wellness reimbursements

Virtual team events

Job summary

Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. The BDR role focuses on outbound prospecting to build pipeline and support Account Executives in closing opportunities.

You will work with a seasoned team, leveraging Salesforce, Outreach, Nooks, Claude and Google Suite to drive results and meet quotas. A Bachelor’s degree and tech enthusiasm are valued as you grow professionally.

Qualifications

• 1+ years of B2B sales lead generation experience with a track record of meeting objectives.
• Strong interpersonal skills and motivation, with a self-starting mindset.
• Solid organizational, planning and execution abilities.
• Bachelor’s degree preferred.
• Knowledge and passion for technology.

Responsibilities

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

Skills

Sales lead gen

Interpersonal skills

Self-starter

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Outreach

Nooks

Claude

Google Suite

Job description

Affinity is the AI-first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. The BDR role focuses on outbound prospecting to build pipeline and support Account Executives in closing opportunities.

You will work with a seasoned team, leveraging Salesforce, Outreach, Nooks, Claude and Google Suite to drive results and meet quotas. A Bachelor’s degree and tech enthusiasm are valued as you grow professionally.