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Future Opportunities - Account Executive, Strategic

Affinity
Location not specified
Full Time
Posted October 22, 2025
$135k - $155k
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Job Description

A sales role focused on building and closing new and existing accounts within the Private Capital CRM business, involving inbound and outbound prospecting, customer engagement, and collaboration with internal teams to drive revenue growth and personal development.

Key Responsibilities

  • Build and close a pipeline of new and existing accounts within the Private Capital CRM business.
  • Qualify, follow up on inbound leads, and conduct customer meetings from discovery to close.
  • Collaborate with Marketing and Business Development teams to execute outbound prospecting efforts.
  • Work with prospects to understand their teams and processes to drive better business outcomes.
  • Partner with the customer success team to identify and drive expansion revenue within existing accounts.
  • Manage and forecast sales pipeline to meet or exceed quotas.

Requirements

  • Minimum of 5 years of sales experience selling SAAS products, preferably to financial services companies such as VC, CVC, and PE.
  • Consistent over quota performance in sales roles.
  • Ability to manage and qualify inbound leads while 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.
  • Proven track record of successfully partnering with internal teams to help drive additional value for prospects as well as with existing customers.

Benefits & Perks

Medical, dental, and vision insurance premiums covered with PPO, HDHP, and HMO options
Flexible personal sick days
401(k) retirement plan
Annual education budget and comprehensive learning and development program
Monthly reimbursement for home internet, meals, and wellness memberships
Virtual team-building activities and socials

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