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Account Executive, Mid Market

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.

Required

  • 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

Bonus points

  • 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

What you'll enjoy at Affinity: 

  • 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.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.  

A reasonable estimate of the current range is $105,000 - $115,000 USD Base. In addition, this position is also eligible to receive Commission based on sales targets. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. 

 

About Affinity

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.

We use E-Verify

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

Average salary estimate

$110000 / YEARLY (est.)
min
max
$105000K
$115000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Account Executive, Mid Market, Affinity.co

Are you ready to take your sales career to the next level? At Affinity, we're on the lookout for a talented Account Executive, Mid Market to join our dynamic team remotely in the USA. In this role, you'll dive into the exciting world of Private Capital CRM, where your main focus will be building and closing a pipeline of net new accounts, while also identifying expansion revenue opportunities with our current customers. You'll work closely with the Senior Sales Manager and a team of seasoned professionals who are dedicated to supporting your success. Your daily tasks will range from qualifying and following up on inbound leads to presenting innovative solutions that can transform our clients' business processes. You’ll be collaborating across departments, including our customer success and marketing teams, to maximize revenue and deliver exceptional value. Having at least three years of recent sales experience, particularly with SaaS products in the financial services industry, will serve you well as you navigate this role. Remember, even if you don't meet every single requirement on the job listing, we at Affinity believe in the power of diverse backgrounds and experiences, so don’t hesitate to apply! Enjoy comprehensive health benefits, retirement planning, and a supportive work culture that promotes learning and connection. Join us in our mission to empower dealmakers and make networking an art of success!

Frequently Asked Questions (FAQs) for Account Executive, Mid Market Role at Affinity.co
What are the responsibilities of an Account Executive, Mid Market at Affinity?

As an Account Executive, Mid Market at Affinity, your key responsibilities will include building and managing a pipeline of net new accounts, following up on inbound leads, and presenting innovative business solutions to potential clients. You'll work closely with the customer success teams to drive expansion revenue and collaborate with marketing to optimize outbound efforts. Managing your sales pipeline effectively for accurate forecasts and exceeding quotas will also be a critical part of your role.

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What qualifications are required for the Account Executive, Mid Market position at Affinity?

To qualify for the Account Executive, Mid Market position at Affinity, candidates should have at least 3 years of recent sales experience, ideally in selling SaaS products to financial services companies. A history of over quota performance, strong technical acumen, and familiarity with sales tools and methodologies like MEDDPICC is critical. Candidates should demonstrate the ability to manage inbound leads while executing an effective outbound prospecting plan.

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How does Affinity support its Account Executives, Mid Market?

Affinity supports its Account Executives, Mid Market by fostering a culture of growth and success. You will receive personalized coaching from your Sales Manager, collaborate with a talented team, and benefit from an extensive learning and development program. The company also provides wellness support, flexible sick days, and a commitment to inclusivity that encourages all individuals to thrive.

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What is the compensation structure for the Account Executive, Mid Market role at Affinity?

The compensation for the Account Executive, Mid Market position at Affinity consists of a base salary range between $105,000 - $115,000 USD, along with the potential to earn commission based on sales targets. The final pay may vary based on the job-related skills, experience, and education of the candidate, ensuring a fair and motivating compensation package.

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Can non-traditional candidates apply for the Account Executive, Mid Market role at Affinity?

Yes, Affinity encourages all candidates, including those who may not meet every single qualification, to apply for the Account Executive, Mid Market role. The company values diverse experiences and believes that different backgrounds can bring unique perspectives that enhance team performance and innovation.

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Common Interview Questions for Account Executive, Mid Market
How do you handle objections from prospective clients?

When addressing objections, it's essential to listen actively to the client's concerns. Start by empathizing with their viewpoint, then provide clear, factual information that counters their objections while highlighting the benefits of your solution. Use examples or case studies to illustrate your points, demonstrating how you can add value to their organization.

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What strategies do you use to qualify leads effectively?

To qualify leads effectively, I employ a systematic approach that includes asking targeted questions to understand the prospect's needs, budget, and decision-making process. Additionally, I leverage CRM tools to analyze past interactions and prioritize leads based on engagement and fit with our ideal customer profile.

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Describe your approach to managing a sales pipeline.

Managing a sales pipeline requires a clear strategy. I regularly assess each stage of my pipeline, ensuring timely follow-ups and identifying opportunities for further engagement. I utilize tools to track progress and forecast sales accurately while maintaining consistent communication with team members to adapt strategies as needed.

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How do you maintain motivation in a sales role with targets?

I maintain motivation through setting personal goals that align with company targets. Celebrating small wins fuels my drive, as does seeking mentorship and feedback from colleagues. Maintaining a positive mindset and focusing on continuous improvement is crucial, along with recognizing that setbacks are part of the journey.

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What role does teamwork play in achieving sales goals?

Teamwork is fundamental in achieving sales goals, as collaboration enhances our ability to identify opportunities and share insights. I believe in maintaining open communication with other departments, particularly marketing and customer success, to develop strategies that drive results while providing a cohesive experience for clients.

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Explain your understanding of the MEDDPICC sales methodology.

MEDDPICC is a sales methodology focused on Metrics, Economic buyer, Decision criteria, Decision process, Paper process, Identify pain, Champion, and Competition. Understanding this framework allows me to qualify leads thoroughly and tailor my approach, ensuring I address each component for effective sales processes.

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How do you adapt your sales tactics to different industries, such as financial services?

Adapting sales tactics to different industries involves researching the specific challenges and needs unique to each sector. In financial services, I emphasize data security and compliance requirements when presenting solutions, ensuring I speak the language of the industry and address key stakeholders' concerns.

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What strategies do you use to expand relationships with existing clients?

To expand relationships with existing clients, I prioritize regular communication to understand their evolving needs. I conduct periodic reviews to assess satisfaction and identify opportunities for enhancing our services. Building trust through consistent follow-up and providing valuable insights is also crucial to fostering long-term partnerships.

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How do you balance following up on leads with prospecting new clients?

Balancing follow-ups with prospecting requires effective time management. I schedule dedicated blocks of time for each activity, ensuring I have a systematic approach to following up on leads while allocating sufficient time for prospecting. Utilizing CRM tools for reminders and tracking helps streamline this process.

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What is your experience with using CRM tools in sales?

My experience with CRM tools has been invaluable in managing customer relationships effectively. I leverage these platforms to track interactions, set reminders, and analyze data for better forecasting. Proficient use of CRM tools allows me to personalize communication and enhance engagement with both potential and existing clients.

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Affinity's patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important con...

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Full-time, remote
DATE POSTED
April 16, 2025

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