Role: Mid Market Account Executive

In this role, you will be responsible for building and closing a pipeline of net-new accounts and existing customers within Affinity's Private Capital CRM business, Mid-Market Segment. This position reports to the Manager, Sales - Mid Market and join a seasoned team dedicated to your success.

What you’ll do: - 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 - Collaborate with the Customer Success team to identify and drive expansion revenue within the install base - Manage your pipeline to drive accurate sales forecasts and exceed quota - Work with Marketing and Business Development to drive a consistent outbound motion to key accounts - Receive coaching from your Sales Manager and teammates to support your professional growth

Qualifications: - 3+ years of SaaS sales experience - Deep industry knowledge selling to financial services companies such as VC, CVC, and PE - Consistent over-quota performance - Ability to manage inbound leads while developing and executing an outbound prospecting plan - Ability to conduct customer meetings from discovery to close with actionable outcomes at all levels of an organization throughout the sales cycle - Knowledge of MEDDPICC as well as solution selling methodologies - Strong technical acumen to confidently speak to our full solution, including API integrations, data enrichment, and reporting - Solid understanding of different CRM solutions and utilization

Role: Mid Market Account Executive

In this role, you will be responsible for building and closing a pipeline of net-new accounts and existing customers within Affinity's Private Capital CRM business, Mid-Market Segment. This position reports to the Manager, Sales - Mid Market and join a seasoned team dedicated to your success.

What you’ll do: - 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 - Collaborate with the Customer Success team to identify and drive expansion revenue within the install base - Manage your pipeline to drive accurate sales forecasts and exceed quota - Work with Marketing and Business Development to drive a consistent outbound motion to key accounts - Receive coaching from your Sales Manager and teammates to support your professional growth

Qualifications: - 3+ years of SaaS sales experience - Deep industry knowledge selling to financial services companies such as VC, CVC, and PE - Consistent over-quota performance - Ability to manage inbound leads while developing and executing an outbound prospecting plan - Ability to conduct customer meetings from discovery to close with actionable outcomes at all levels of an organization throughout the sales cycle - Knowledge of MEDDPICC as well as solution selling methodologies - Strong technical acumen to confidently speak to our full solution, including API integrations, data enrichment, and reporting - Solid understanding of different CRM solutions and utilization