Strategic Account Executive

The Role

Join Affinity as a Strategic Account Executive and drive revenue growth within our Private Capital CRM business. You'll build and close a pipeline of net new accounts and existing customers in the Enterprise segment, reporting directly to the Senior Sales Manager. Work alongside a talented team dedicated to your success.

What You'll Be Doing

• Review, qualify, and follow up on daily inbound leads
• Collaborate with Marketing and Business Development to execute outbound prospecting to key strategic accounts
• Conduct discovery meetings with prospects to understand their teams and processes, driving better business outcomes
• Close deals and accelerate both company growth and your personal income
• Partner with customer success to identify and drive expansion revenue within the existing install base
• Manage your pipeline closely to drive accurate sales forecasts and exceed quota
• Receive ongoing coaching from your Sales Manager to support professional growth and performance improvement

Required Qualifications

• 5+ years of SaaS sales experience
• Deep industry knowledge and proven selling experience to financial services companies (VC, CVC, PE)
• Consistent over-quota performance track record
• Ability to manage inbound leads while developing and executing outbound prospecting plans
• Proven ability to conduct customer meetings from discovery through close with actionable outcomes
• Knowledge and practical application of MEDDPICC and solution selling methodologies
• Strong technical acumen to confidently discuss API integrations, data enrichment, and reporting
• Solid understanding of CRM solutions and modern sales tools and methodologies
• Track record of successfully partnering with internal teams to drive additional prospect value

Note: Affinity is committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with all qualifications, we encourage you to apply.