Teams at Affinity.co

Conduct outbound prospecting through phone, email, video, and social channels to generate meetings and pipeline for Account Executives. Research target accounts and personas, qualify inbound leads, collaborate with Marketing on messaging, manage pipeline and forecasts, meet quotas, and use sales tools including Salesforce, Outreach, Nooks, Claude, and Google Suite.

Manage a large global portfolio of Scale customers, driving adoption, renewals, retention, and expansion. Design scalable customer-success programs, playbooks, triggers, campaigns, and lifecycle journeys using customer and product-usage data. Track KPIs, identify churn risks, improve engagement, and coordinate with CS, Product, Onboarding, Operations, and Marketing teams to deliver personalized experiences at scale.

Build and close net-new and expansion opportunities within the strategic enterprise segment of a private capital CRM business. Responsibilities include qualifying inbound leads, executing outbound prospecting, conducting full-cycle customer meetings, managing pipeline forecasts, exceeding quota, and partnering with marketing, business development, and customer success teams. The role requires selling SaaS to financial services organizations and explaining CRM integrations, data enrichment, and reporting capabilities.