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Affinity is a relationship intelligence company headquartered in the Financial District of San Francisco, CA. With over 3,000 customers, including Bain Capital Ventures, Nike, and Twilio, Affinity leverages AI to automate data input and analyze communications, having processed around 20 trillion ema...
Affinity offers comprehensive health insurance, a grocery allowance, a wellness allowance, flexible PTO, an education budget, and retirement options t...
Affinity's culture is driven by a commitment to transforming the CRM landscape through AI, focusing on underserved industries like investment banking ...

Affinity • Chicago, IL; New York, NY; San Francisco, CA
Affinity is seeking an Account Executive to build and close a pipeline of new accounts within their Private Capital CRM business. You'll collaborate with marketing and business development teams to drive strategic account growth.
You have a proven track record in sales, ideally with experience in the technology or CRM sectors. You understand the importance of building relationships and are skilled at managing a sales pipeline effectively. You thrive in collaborative environments and are eager to learn from seasoned professionals. You are motivated by personal growth and are ready to take on challenges that will accelerate your career. You believe in the power of diversity and inclusion in the workplace and are excited to contribute to a team that values these principles.
Experience in the Private Capital or CRM industry is a plus. Familiarity with sales forecasting and pipeline management tools will help you excel in this role. A background in working with cross-functional teams will enhance your ability to drive results. You are comfortable with data-driven decision-making and have a knack for understanding customer needs.
In this role, you will be responsible for building and closing a pipeline of net new accounts and existing customers. You will review, qualify, and follow up on daily inbound leads, ensuring that no opportunity is missed. Collaborating closely with the Marketing and Business Development teams, you will drive a consistent outbound motion to key strategic accounts. Your ability to understand the unique needs of prospects will enable you to drive better business outcomes and close deals effectively. You will work collaboratively with the customer success team to identify and drive expansion revenue within our install base. Managing your pipeline closely will be crucial to driving accurate sales forecasts and exceeding your quota. You will receive coaching from your Sales Manager and team members to support your professional growth and improve your performance.
At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace. We encourage you to apply even if your past experience doesn’t perfectly align with the qualifications. You will join a seasoned team of talented professionals who are committed to your success. Our company has been recognized as a Great Place to Work for the last five years, reflecting our commitment to employee satisfaction and growth. We offer a supportive environment where you can cultivate and fully harness your network to succeed. Join us on our mission to empower individuals and organizations through our innovative CRM solutions.
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