Strategic Account Executive

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

The Role

In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers within our Private Capital CRM business, Strategic (Enterprise) Segment. This position will report directly to the VP of Strategic Sales, and you will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!

What you’ll be doing

• Review, qualify, and follow up on daily inbound leads
• Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key strategic accounts
• Collaborate with prospects, and gain a deep understanding of their teams and processes, to drive better business outcomes
• Close deals with these prospects and, in so doing, grow our company and accelerate your personal growth and income!
• Work collaboratively with our customer success team to identify and drive expansion revenue within our install base.
• Manage your pipeline closely to drive accurate sales forecasts, and exceed quota
• Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance

Qualifications

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

• 5+ years of sales experience selling SAAS products
• Deep industry knowledge and selling experience to financial services companies such as VC, CVC, and PE
• Consistent over quota performance
• Ability to manage and qualify inbound leads while at the same time developing and executing an outbound prospecting plan
• Ability to conduct customer meetings, from discovery to presentation and close, with actionable outcomes to all levels of an organization throughout the sales cycle
• Knowledge and practical application of MEDDPICC as well as solution selling methodologies
• Strong technical acumen to confidently speak to our full solution, including custom API integrations, data enrichment, and reporting
• Solid understanding of different CRM solutions and utilization of modern sales tools and methodologies
• Solid track record of successfully partnering with internal teams to help drive additional value for prospects as well as with existing customers

Bonus points:

• You have worked at a startup or high-growth company before
• You have a strong understanding of the financial services industry, or you have a degree in finance

Work Location

San Francisco or New York

For those located in San Francisco or New York, for this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team.

What you'll enjoy at Affinity

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients.
• Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well‑being.
• Retirement Planning: We offer a 401(k) plan to help you plan for your future.
• Learning & Development: We provide an annual education budget and a comprehensive L&D program.
• Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
• Team Connection: Virtual team‑building activities and socials to keep our team connected, because building strong relationships is key to success.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.

A reasonable estimate of the current range is $160,000 - $175,000 USD Base ($320,000 - $350,000 OTE). In addition, this position is also eligible to receive Commission based on sales targets. Within the range, individual pay is determined by factors such as job‑related skills, experience, and relevant education or training.

About Affinity

Affinity is the AI‑first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship, interaction and deal data, Affinity automatically captures activity, maps firm networks, and surfaces the connections and insights that help investors source, evaluate and win opportunities.

Trusted by more than 3,300 private capital firms, including 40% of the venture capital market and more than 330 private equity buyout teams, Affinity powers one of the industry's deepest relationship graphs. The platform is built on more than 130 billion structured relationships, 177 million people tracked, 88 million companies tracked and 31 billion interactions, helping firms uncover opportunities sooner, move with greater conviction and scale institutional knowledge over time.

Learn more: affinity.co