Account Executive, Mid Market

Affinity.co•San Francisco, CA

2d•$105,000 - $115,000•Hybrid

About The Position

The Role In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers expansion revenue within our Private Capital CRM business, the Mid-Market 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! What you’ll be doing: 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 Work collaboratively with our customer success team to identify and drive expansion revenue within our install bas. Manage your pipeline closely to drive accurate sales forecasts, and exceed quota Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance Qualifications: Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Requirements

3+ years of recent sales experience selling 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

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
Present to prospects, and challenge their thinking about how they can optimize their teams and processes, to drive better business outcomes
Work collaboratively with our customer success team to identify and drive expansion revenue within our install bas.
Manage your pipeline closely to drive accurate sales forecasts, and exceed quota
Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts
Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance

Benefits

We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients.
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.

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