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Manage a large global portfolio of Scale customers, driving adoption, renewals, retention, and expansion. Design scalable customer-success programs, playbooks, triggers, campaigns, and lifecycle journeys using customer and product-usage data. Track KPIs, identify churn risks, improve engagement, and coordinate with CS, Product, Onboarding, Operations, and Marketing teams to deliver personalized experiences at scale.

Staff Software Engineer responsible for setting technical direction, leading complex initiatives, partnering with product and design, mentoring engineers, and owning reliability, performance, observability, and on-call operations. The role spans backend data models and asynchronous processing through frontend design systems and visualizations. Required experience includes 10+ years of full-stack software development, Ruby, PostgreSQL, React, TypeScript, scalable relational systems, and AI-assisted development practices.

Leads Affinity’s product management organization, including PM coaching, operating cadence, roadmap execution, prioritization, and product craft standards. Partners with engineering, design, and marketing leadership to translate strategy into outcomes, strengthen metrics and impact modeling, advance AI fluency, and improve delivery predictability. The role also builds team culture, hires PM talent, and contributes to company-wide strategic planning.

Build and close net-new and expansion opportunities within the strategic enterprise segment of a private capital CRM business. Responsibilities include qualifying inbound leads, executing outbound prospecting, conducting full-cycle customer meetings, managing pipeline forecasts, exceeding quota, and partnering with marketing, business development, and customer success teams. The role requires selling SaaS to financial services organizations and explaining CRM integrations, data enrichment, and reporting capabilities.

Build and close new-account and expansion revenue pipelines for a private capital CRM serving mid-market customers. Responsibilities include qualifying inbound leads, conducting discovery and presentations, developing outbound prospecting plans, managing forecasts and quotas, partnering with Customer Success and Marketing, and advising financial services prospects on CRM, API integrations, data enrichment, and reporting solutions.

Conduct outbound prospecting through phone, email, video, and social channels to generate qualified meetings and pipeline for Account Executives. Research target accounts and personas, qualify inbound leads, collaborate with Marketing on messaging, maintain accurate pipeline forecasts, use sales tools effectively, and meet or exceed sales quotas and activity objectives.

Sell Affinity's Private Capital CRM to VC, CVC, and PE firms by building and closing new and existing accounts. Qualify inbound leads, run outbound prospecting with Marketing/BD, lead discovery-to-close meetings, collaborate with Customer Success for expansion, manage pipeline and forecasts, exceed quota, and apply MEDDPICC and solution-selling methodologies.

Own and administer Salesforce Sales and Service Clouds and the broader GTM stack. Build declarative and programmatic solutions (Flows, Apex, LWC), manage quote-to-cash, integrations, data quality, releases, documentation, and stakeholder training to support Sales, CS, and RevOps. Drive automation and AI adoption.

Drive design and implementation of Internal and External API layers, integration platform, and access management. Own product areas, mentor engineers, promote reliability, performance, and scalability, troubleshoot across system layers, and collaborate with product and design to deliver backend and some frontend features that meet customer needs.