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Strategic Account Executive

Role overview

Qualifications

  • 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 developing and executing an outbound prospecting plan

Responsibilities

  • Review, qualify, and follow up on daily inbound leads
  • Collaborate with Marketing and Business Development team to drive outbound motion to key strategic accounts
  • Close deals with prospects and grow the company
  • Manage your pipeline closely to drive accurate sales forecasts and exceed quota

Key facts

Hard skills

Other skills

  • Technical Acumen
  • Collaboration

About the company

Affinity.co logo

Affinity.co

Computer Software / SaaS

Affinity helps private capital investors to find, manage, and close more deals. Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, and discover untapped opportunities for investment. Affinity uses artificial intelligence to analyze relationship strength and illuminate the best paths to warm introductions. Founded in 2014, Affinity is headquartered in San Francisco, California. Affinity has raised $120M to date and is backed by leading investors including Menlo Ventures, Advance Venture Partners, 8VC and MassMutual Ventures. Affinity has over 3,200 customers in 70 countries, including venture capital firms such as Bain Capital Ventures and Kleiner Perkins, private equity firms such as SoftBank Group, investment bankers such as Woodside Capital Partners, financial services firms such as Fidelity Investments, real estate companies such as Tishman Speyer, insurers such as American Family Insurance and enterprises such as Nike, Qualcomm and Twilio. Affinity has been named Fortune Magazine's Best Workplaces, Inc. Magazine's Best Workplaces and editor's number one pick, the Data Breakthrough Award, BIG Innovation Award and others.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size201 - 500

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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 Senior Sales Manager, 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.

Required:

  • 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: Remote - United Kingdom

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 both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being.

  • Retirement Planning: We offer a pension plan through SmartPension 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 $125,000 - $140,000 GBP Base (250K - 280K 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

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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