Account Executive I, Strategic

Affinity•New York, NY

21d•Hybrid

About The Position

In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers within our Private Capital CRM business, Strategic (Enterprise) Segment. This position will report directly to the Senior Sales Manager, and you will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!

Requirements

5+ years of sales experience selling SAAS products
Deep industry knowledge and selling experience 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

Nice To Haves

You have worked at a startup or high-growth company before
You have a strong understanding of the financial services industry, or you have a degree in finance

Responsibilities

Review, qualify, and follow up on daily inbound leads
Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key strategic accounts
Collaborate with prospects, and gain a deep understanding of 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 quota
Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance