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The Role

In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers expansion revenue within our Private Capital CRM business, the Mid-Market Segment. This position will report directly to the 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
• Present to prospects, and challenge their thinking about how they can optimize their teams and processes, to drive better business outcomes
• Work collaboratively with our customer success team to identify and drive expansion revenue within our install bas.
• Manage your pipeline closely to drive accurate sales forecasts, and exceed quota
• Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts
• 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

• 3+ years of recent sales experience selling SAAS products, preferably 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

What you'll enjoy at Affinity:

• We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy :)
• We offer a 401k plan to help you plan for retirement.
• We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning!
• We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
• Virtual team building and socials. Keeping people connected is essential.

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 $105,000 - $120,000 USD Base. 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.