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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 for their Growth Segment to build and close a pipeline of new accounts. You'll work collaboratively with the customer success team and drive expansion revenue. This role requires 1+ years of experience in SaaS.
You have at least 1 year of experience in SaaS sales, demonstrating your ability to build and close a pipeline of new accounts. You are comfortable reviewing, qualifying, and following up on daily inbound leads, and you possess the skills to present to prospects effectively. You understand the importance of challenging prospects' thinking to optimize their teams and processes, driving better business outcomes. You are a team player who thrives in a collaborative environment, working closely with customer success teams to identify and drive expansion revenue within the existing customer base. You are detail-oriented, managing your pipeline closely to drive accurate sales forecasts and exceed your quota. You are open to receiving coaching from your Sales Manager and team members to support your professional growth and improve your performance.
While you may not meet every single requirement, you are encouraged to apply if you are excited about this role. Affinity values diversity and inclusivity, and they believe that you may be just the right candidate for this or other roles.
In this role, you will be responsible for building and closing a pipeline of net new accounts and existing customers within the Private Capital CRM business. You will report directly to the Sr. Sales Manager and join a seasoned team of talented professionals who will support your success. Your daily tasks will include reviewing and qualifying inbound leads, presenting to prospects, and closing deals to grow the company and accelerate your personal growth and income. You will work collaboratively with the customer success team to identify and drive expansion revenue within the install base. Additionally, you will manage your pipeline closely to ensure accurate sales forecasts and exceed your quota. You will also drive consistent outbound motion to generate sufficient pipeline coverage, receiving coaching from your Sales Manager and team members to enhance your performance.
Affinity is dedicated to building a diverse, inclusive, and authentic workplace. They have been certified as a Great Place to Work for the last five years running. You will have the opportunity to cultivate and fully harness your network to succeed, contributing to the company's mission. The company uses E-Verify to confirm the employment eligibility of all newly hired employees, ensuring a compliant hiring process.
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