Account Executive, Growth
AffinityLocation not specified
Full Time
Posted January 21, 2026
$80k - $90k
Not Specified
Visa Sponsored
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Job Description
This role involves building and managing a sales pipeline within the Private Capital CRM business, engaging prospects through inbound and outbound efforts, conducting customer meetings, and closing deals to drive revenue growth. The position requires collaboration with internal teams and leveraging sales methodologies to achieve sales targets.
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 their teams and processes.
- Close deals with prospects to grow the company and increase personal income.
- Collaborate with the customer success team to identify and drive expansion revenue within existing accounts.
- Manage and maintain an accurate sales pipeline to ensure reliable sales forecasts and exceed quotas.
- Conduct outbound prospecting to generate sufficient pipeline coverage.
- Engage in customer meetings from discovery through presentation and closing stages.
Requirements
- One year of experience in 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
Benefits & Perks
Base salary range of $80,000 - $90,000 USD, plus commission based on sales targets
Health insurance coverage including medical, dental, and vision insurance with PPO, HDHP, and HMO options in California
Flexible personal sick days
Retirement plan with a 401(k)
Annual education budget and comprehensive learning and development program
Monthly reimbursement for home internet, meals, and wellness memberships/equipment
Virtual team-building activities and socials
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