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Account Executive, Growth

Remote, USA Full-time Posted 2026-06-20

Affinity.co is a company that empowers dealmakers through its Relationship Intelligence platform. The Account Executive, Growth role involves building and closing a pipeline of new accounts and existing customers within the Private Capital CRM business, while collaborating with the customer success team to drive expansion revenue.

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
  • 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 your quota
  • Drive consistent outbound motion to generate sufficient pipeline coverage
  • Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance

Skills

  • 1+ years of experience in 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
  • You have worked at a startup or high-growth company before
  • You have a strong understanding of the financial services industry

Benefits

  • 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.

Company Overview

  • Affinity is a relationship intelligence platform that empowers dealmakers in relationship-driven industries to find and win better deals, faster. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://affinity.co/.
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