Affinity. co is a relationship intelligence platform that helps manage and grow business networks. Affinity leverages artificial intelligence to automatically analyze and organize data on business contacts to provide actionable insights and enhance relationship building efforts. It is especially beneficial for dealmakers in industries like investment banking, private equity, and venture capital, enabling them to maintain stronger professional connections and improve deal flow.
CRM • Relationship Intelligence • Pipeline Management • Contact Management • Lead Generation
April 16
Affinity. co is a relationship intelligence platform that helps manage and grow business networks. Affinity leverages artificial intelligence to automatically analyze and organize data on business contacts to provide actionable insights and enhance relationship building efforts. It is especially beneficial for dealmakers in industries like investment banking, private equity, and venture capital, enabling them to maintain stronger professional connections and improve deal flow.
CRM • Relationship Intelligence • Pipeline Management • Contact Management • Lead Generation
• 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. • You will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!
• 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. • 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 and existing customers.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. • We provide flexible personal & sick days. • We offer a 401k plan to help you plan for retirement. • We provide an annual budget for you to spend on education and offer a comprehensive L&D program. • We support our employee’s overall health and well-being and reimburse for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment. • Virtual team building and socials.
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