Account Executive, Growth
AffinityLocation not specified
Full Time
Posted December 5, 2025
$80k - $90k
Not Specified
Visa Sponsored
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Job Description
This role involves building and managing a sales pipeline to acquire new accounts and expand existing customer relationships within the Private Capital CRM business, focusing on SaaS solutions for financial services, and driving revenue growth through prospecting, customer engagement, and collaboration with internal teams.
Key Responsibilities
- Build and close a pipeline of new and existing accounts within the Private Capital CRM business.
- Review, qualify, and follow up on inbound leads daily.
- Present to prospects and challenge their thinking to optimize teams and processes.
- Close deals with prospects to grow the company and personal income.
- Collaborate with the customer success team to identify and drive expansion revenue.
- Manage sales pipeline to ensure accurate forecasts and exceed quotas.
- Conduct outbound prospecting to generate pipeline coverage.
- Conduct customer meetings from discovery to presentation and closing with actionable outcomes.
Requirements
- At least 1 year of experience in SAAS products, preferably serving financial services companies such as Venture Capital (VC), Corporate Venture Capital (CVC), and Private Equity (PE).
- Consistent over quota performance in sales roles.
- Ability to manage and qualify inbound leads while simultaneously developing and executing an outbound prospecting plan.
- Ability to conduct customer meetings, from discovery to presentation and closing, with actionable outcomes for all levels of an organization throughout the sales cycle.
- Knowledge and practical application of MEDDPICC sales methodology as well as solution selling methodologies.
- Strong technical acumen to confidently speak to the full solution, including custom API integrations, data enrichment, and reporting.
- Solid understanding of different Customer Relationship Management (CRM) solutions and utilization of modern sales tools and methodologies.
Benefits & Perks
Base salary range of $80,000 - $90,000 USD
Commission based on sales targets
Health insurance premiums covered for medical, dental, and vision with PPO, HDHP, and HMO options in CA
Flexible personal sick days
Retirement plan with a 401(k)
Annual education budget and comprehensive learning and development program
Reimbursement for home internet, meals, wellness memberships, and equipment
Virtual team-building activities and socials
Ready to Apply?
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