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 14
🇺🇸 United States – Remote
💵 $65k - $72k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
🚫👨🎓 No degree required
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
• Manage a large and global portfolio of customers including CRM workflow support, renewal risks, and revenue expansion opportunities. • Leverage high-touch and one-to-many tactics to drive positive customer outcomes and enable users to further leverage the platform as part of their daily tech stack activities. • Take a data-first approach to designing and implementing user engagement strategies at-scale. • Mitigate risk by proactively identifying and flagging churn risk early within contract cycle. • Maintain a deep understanding of the product and make workflow recommendations to drive adoption and engagement. • Work cross functionally to provide effective and productive customer engagements. • Proactively identify and target customers who may not be maximizing Affinity and engage with them in order to drive up monthly active users and seat expansion. • Inform and influence our overall scale strategy. • Function as the voice of the customer, identifying customer trends and providing internal feedback on how Affinity can better serve our customers.
• 2-3 years of experience as a Customer Success Manager, Account Manager, or similar role. • Track record of achieving commercial targets and goals, preferably in an enterprise SaaS setting. • Experience managing high volumes of accounts at scale, driving adoption and renewals. • Excellent interpersonal skills with a history of building strong business relationships. • Influential communicator with experience presenting to large and small 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; wants to contribute to fine-tuning the structure and process to scale the customer success team.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. • Provide flexible personal & sick days. • 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 things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment. • Virtual team building and socials. Keeping people connected is essential.
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