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
December 24, 2024
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
• Drive renewals while working closely with our clients to understand and address their business needs. • Own a book of Affinity's Mid-Market customers driving renewals and upsell for these accounts. • Serve as a Customer Advocate, building a strategy to manage the engagement and success of our clients. • Act as a trusted advisor to our customers to drive broad product adoption and ensure customer satisfaction. • Become a product expert and develop best practices to share with clients. • Interface closely with sales, support, product, and engineering teams to share client feedback and resolve escalations.
• 5+ years of experience as a Customer Success Manager, Account Manager, or similar role. • Proven track record of achieving commercial targets and goals, preferably in an enterprise SaaS setting. • Experience managing accounts and renewals, upsell opportunities, and identifying growth opportunities. • Excellent interpersonal skills with a history of building strong business relationships. • Influential communicator with experience presenting to small and large audiences. • Proficient in organization, account prioritization, and time management. • Ability to orchestrate cross-functional resources to ensure the success of your clients. • Excited by the startup environment; want to contribute to fine-tuning the structure and process to scale the customer success team. • Thrive in dynamic, fast-paced environments, embracing ambiguity and helping shape foundational strategies.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. • Provide flexible personal & sick days. • We offer a 401k plan to help you plan for retirement. • Provide an annual budget for you to spend on education and offer a comprehensive L&D program. • Support our employee’s overall health and well-being and reimburse monthly for transportation, home internet, meals, and wellness memberships/equipment. • Virtual team building and socials.
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