Account Executive, Strategic

Posted 24 Days Ago
Be an Early Applicant
Hiring Remotely in Canada
Remote
135K-155K Annually
5-7 Years Experience
Big Data • Software
The Role
Responsible for building and closing a pipeline of net new accounts and existing customers within the Private Capital CRM business, Strategic (Enterprise) Segment. Collaborate with marketing, business development, and customer success teams to drive business outcomes and revenue growth. Manage pipeline, exceed quota, and receive coaching for professional growth.
Summary Generated by Built In

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 Sr. 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!

  • 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
  • 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

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, 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

  • 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.
  • Health Care coverage and flexible personal & sick days. We want our team to be happy and healthy :)
  • 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 $135,000 - $155,000 CAD 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. 

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

The Company
HQ: San Francisco, California
299 Employees
On-site Workplace
Year Founded: 2014

What We Do

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. Affinity uses artificial intelligence to analyze relationship strength and illuminate the best paths to warm introductions. The platform also offers a holistic view of users’ networks in a centralized, automatically updated database without any manual upkeep. 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.

It has over 2,700 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 in 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

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