Affinity.co · 22 hours ago
Account Executive, Growth
Affinity.co is a company that empowers dealmakers through its Relationship Intelligence platform. The Account Executive, Growth role involves building and closing a pipeline of new accounts and existing customers within the Private Capital CRM business, while collaborating with the customer success team to drive expansion revenue.
AnalyticsArtificial Intelligence (AI)Business DevelopmentBusiness IntelligenceContact ManagementCRMEnterprise SoftwareLead Generation
Responsibilities
Review, qualify, and follow up on daily inbound leads
Present to prospects, and challenge their thinking about how they can optimize their teams and processes, to drive better business outcomes
Close deals with these prospects and, in so doing, grow our company and accelerate your personal growth and income!
Work collaboratively with our customer success team to identify and drive expansion revenue within our install base
Manage your pipeline closely to drive accurate sales forecasts, and exceed your quota
Drive consistent outbound motion to generate sufficient pipeline coverage
Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance
Qualification
Required
1+ years 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
Preferred
You have worked at a startup or high-growth company before
You have a strong understanding of the financial services industry
Benefits
Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being.
Retirement Planning: We offer a 401(k) plan to help you plan for your future.
Learning & Development: We provide an annual education budget and a comprehensive L&D program.
Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.
Company
Affinity.co
Affinity is a relationship intelligence platform that empowers dealmakers in relationship-driven industries to find and win better deals, faster.
Funding
Current Stage
Growth StageTotal Funding
$120MKey Investors
Menlo Ventures8VCPear VC
2021-09-09Series C· $80M
2019-02-13Series B· $26.5M
2018-03-01Series Unknown
Recent News
2025-11-26
Startup Daily
2025-11-03
Company data provided by crunchbase