Mid Market Account Executive

Affinity.co

. Build and close a pipeline of net-new accounts and existing customers in the Private Capital CRM mid-market segment .

Posted 11/3/2026full-timeUnited StatesMid-LevelSenior💰 $105,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in SaaS sales within the financial services sector, leveraging strong technical acumen and solution-selling methodologies to drive revenue growth and exceed sales quotas. Proven ability to manage pipelines, qualify leads, and collaborate effectively with internal teams to optimize customer outcomes.

Highest-signal resume keywords

SaaS Sales ExperienceFinancial Services KnowledgeMEDDPICC MethodologyCRM Solutions ProficiencyOutbound Prospecting

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ForecastingLead QualificationCustom API IntegrationsData EnrichmentReporting

Soft Skills

CollaborationCoaching ReceptionPresentation Skills

Tools & Technologies

CRM SolutionsSales Tools

Industry Keywords

Private CapitalVenture CapitalCorporate Venture CapitalPrivate EquityHigh-Growth Companies

About the role

Key responsibilities & impact

Build and close a pipeline of net-new accounts and existing customers in the Private Capital CRM mid-market segment
Review, qualify, and follow up on daily inbound leads
Present to prospects and challenge their thinking on optimizing teams and processes to improve business outcomes
Collaborate with Customer Success to identify and drive expansion revenue within the installed base
Manage the pipeline closely to produce accurate sales forecasts and exceed quota
Collaborate with Marketing and Business Development to drive consistent outbound activity toward key accounts
Receive coaching from the Sales Manager and team members to support professional growth and improve performance
Report directly to the Manager, Sales - Mid Market

Requirements

What you’ll need

3+ years of sales experience selling SaaS products
Deep industry knowledge and selling experience with financial services companies such as VC, CVC, and PE
Consistent over-quota performance
Ability to manage and qualify inbound leads while developing and executing an outbound prospecting plan
Ability to conduct customer meetings from discovery through presentation and close, with actionable outcomes at all organizational levels
Knowledge and practical application of MEDDPICC and solution-selling methodologies
Strong technical acumen, including custom API integrations, data enrichment, and reporting
Solid understanding of CRM solutions and modern sales tools and methodologies
Track record of partnering successfully with internal teams to drive value for prospects and existing customers
Experience at a startup or high-growth company is a bonus
Strong understanding of financial services or a degree in finance is a bonus
AI fluency and comfort being assessed on it
Location in San Francisco, New York, or Chicago; team members within commuting distance of San Francisco or New York expected in-office 2 days per week

Benefits

Comp & perks

Medical, dental, and vision insurance premiums covered
PPO, HDHP, and HMO options in California
Flexible personal and sick days
401(k) plan
Annual education budget
Monthly reimbursement for home internet, meals, and wellness memberships/equipment
Virtual team-building activities and socials
Hub-hybrid model balancing flexibility with in-person collaboration