Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets.
The RoleAffinity is the relationship intelligence platform built for the way private equity, venture capital, and growth equity firms actually work. Our customers don't just need a CRM, they need a system that understands their network, surfaces the right relationships at the right time, and turns proprietary deal flow into a competitive advantage.
As a Solutions Engineer, you sit at the center of that story. You're the person who makes the complex feel simple by translating Affinity's platform capabilities into clear, compelling narratives for PE and VC deal teams, while ensuring every proof of concept, integration, and technical conversation moves a deal forward.
You'll report to the Manager of Solutions Engineering and work closely with AEs, Customer Success, Product, and Engineering. SEs act as the connective tissue across the go-to-market organization.
What You'll DoTechnical Pre-Sales- Own the technical sales motion for Growth, Mid-Market, and Strategic opportunities from first demo to signed contract.
- Deliver differentiated, persona-driven demos for PE/VC deal teams that connect Affinity's capabilities to how they source, manage, and close deals.
- Lead discovery conversations to uncover technical requirements, integration needs, and security considerations early in the sales cycle.
- Respond to RFPs and RFIs with crisp, accurate, and compelling content that reflects our platform's true strengths.
- Partner with AEs to shape deal strategy, influence qualification, and accelerate technical win decisions.
- Handle technical objections with confidence, using a command of our product, integrations, and competitive positioning.
- Design and lead structured POV engagements that demonstrate measurable business impact.
- Define success criteria upfront with champions and economic buyers; hold both sides accountable throughout.
- Collaborate with Professional Services on complex integration scoping and implementation planning.
- Maintain clear project momentum using Mutual Action Plans (MAPs) and consistent stakeholder communication.
- Use POV outcomes to build references, case studies, and repeatable playbooks for the broader SE team.
- Serve as the security expert for pre-sales by completing InfoSec questionnaires, navigating compliance conversations, and representing our Trust posture with confidence.
- Engage with C-level technical stakeholders on system architecture, data privacy, SSO/IDP configurations, and security policies.
- Translate complex security requirements into clear responses that build buyer trust without stalling deals.
- Contribute to and improve team-wide SE assets: demo scripts, battlecards, integration guides, and objection-handling frameworks.
- Share deal insights, product gaps, and competitive intelligence that feed back into product roadmap and GTM strategy.
- Help raise the bar across the team.
- Familiarity with private equity, venture capital, or financial services with a clear understanding of how deal teams operate and what they care about.
- 1+ years in a Solutions Engineering, Sales Engineering, or technical pre-sales role ideally at a B2B SaaS company.
- A track record of owning the technical sales motion: demos, POCs, RFPs, and security reviews.
- Fluency in SSO and IDP technologies (SAML, OAuth, SCIM).
- Experience navigating InfoSec questionnaires and compliance conversations in enterprise sales cycles.
- Exceptional communication skills. You can command a room with a CFO or dig into API architecture with a developer.
- Strong discovery instincts and comfort with value-based selling frameworks (Command of the Message, MEDDIC or similar).
- A degree in Computer Science, finance, or equivalent practical experience.
- Hands-on experience with APIs and integrations. You can read API docs, scope integrations, and speak fluently with technical buyers.
- Salesforce Admin certification or meaningful hands-on SFDC experience.
- A background in security, compliance, or data privacy.
- Experience working with or demoing relationship intelligence, CRM, or data enrichment platforms.
- 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 $140,800 to $176,000 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.
About Affinity
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.
We use E-Verify
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.
Top Skills
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









