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Account Executive, Mid Market

Affinity
Location not specified
Full Time
Posted April 16, 2025
$105k - $120k
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Job Description

The role involves building and closing a pipeline of new accounts and expanding revenue within the Private Capital CRM business for the Mid-Market Segment, requiring collaboration with customer success and marketing teams to drive sales and exceed quotas.

Key Responsibilities

  • Build and close a pipeline of new accounts and expansion revenue.
  • Review, qualify, and follow up on daily inbound leads.
  • Present to prospects and challenge their thinking to optimize teams and processes.
  • Collaborate with the customer success team to drive expansion revenue.
  • Manage pipeline closely to drive accurate sales forecasts and exceed quota.
  • Collaborate with Marketing and Business Development to drive outbound efforts.
  • Conduct customer meetings from discovery to presentation and close.

Requirements

  • 3 years of recent sales experience selling 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

Compensation/salary range: 105,000 - 120,000 USD Base
Flexible personal sick days
401k plan
Annual budget for education
Comprehensive L&D program
Reimbursement for Transportation, Home Internet, Meals, and Wellness memberships
Virtual team building and socials

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