Affinity is the relationship intelligence platform built for the way private equity, venture capital, and growth equity firms actually work. Our customers don't just need a CRM, they need a system that understands their network, surfaces the right relationships at the right time, and turns proprietary deal flow into a competitive advantage.

As a Solutions Engineer, you sit at the center of that story. You're the person who makes the complex feel simple by translating Affinity's platform capabilities into clear, compelling narratives for PE and VC deal teams, while ensuring every proof of concept, integration, and technical conversation moves a deal forward.

You'll report to the Manager of Solutions Engineering and work closely with AEs, Customer Success, Product, and Engineering. SEs act as the connective tissue across the go-to-market organization.

What You'll Do

Technical Pre-Sales

• Own the technical sales motion for Growth, Mid-Market, and Strategic opportunities from first demo to signed contract.
• Deliver differentiated, persona-driven demos for PE/VC deal teams that connect Affinity's capabilities to how they source, manage, and close deals.
• Lead discovery conversations to uncover technical requirements, integration needs, and security considerations early in the sales cycle.
• Respond to RFPs and RFIs with crisp, accurate, and compelling content that reflects our platform's true strengths.
• Partner with AEs to shape deal strategy, influence qualification, and accelerate technical win decisions.
• Handle technical objections with confidence, using a command of our product, integrations, and competitive positioning.

Proof of Value (POV) Execution

• Design and lead structured POV engagements that demonstrate measurable business impact.
• Define success criteria upfront with champions and economic buyers; hold both sides accountable throughout.
• Collaborate with Professional Services on complex integration scoping and implementation planning.
• Maintain clear project momentum using Mutual Action Plans (MAPs) and consistent stakeholder communication.
• Use POV outcomes to build references, case studies, and repeatable playbooks for the broader SE team.

Information Security & Data Privacy

• Serve as the security expert for pre-sales by completing InfoSec questionnaires, navigating compliance conversations, and representing our Trust posture with confidence.
• Engage with C-level technical stakeholders on system architecture, data privacy, SSO/IDP configurations, and security policies.
• Translate complex security requirements into clear responses that build buyer trust without stalling deals.

SE Team Contributions

• Contribute to and improve team-wide SE assets: demo scripts, battlecards, integration guides, and objection-handling frameworks.
• Share deal insights, product gaps, and competitive intelligence that feed back into product roadmap and GTM strategy.
• Help raise the bar across the team.

What You Bring

Required

• Familiarity with private equity, venture capital, or financial services with a clear understanding of how deal teams operate and what they care about.
• 1+ years in a Solutions Engineering, Sales Engineering, or technical pre-sales role ideally at a B2B SaaS company.
• A track record of owning the technical sales motion: demos, POCs, RFPs, and security reviews.
• Fluency in SSO and IDP technologies (SAML, OAuth, SCIM).
• Experience navigating InfoSec questionnaires and compliance conversations in enterprise sales cycles.
• Exceptional communication skills. You can command a room with a CFO or dig into API architecture with a developer.
• Strong discovery instincts and comfort with value-based selling frameworks (Command of the Message, MEDDIC or similar).
• A degree in Computer Science, finance, or equivalent practical experience.

Nice to Have

• Hands-on experience with APIs and integrations. You can read API docs, scope integrations, and speak fluently with technical buyers.
• Salesforce Admin certification or meaningful hands-on SFDC experience.
• A background in security, compliance, or data privacy.
• Experience working with or demoing relationship intelligence, CRM, or data enrichment platforms.

What you’ll enjoy at Affinity

• We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
• We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy :) 
• We offer a 401k plan to help you plan for retirement.
• We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning! 
• We 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.
  

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 $123,000 to $154,000 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. 

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 Director, Sales - Mid Market, 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 base.
• 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

Work Location: Remote, San Francisco or New York

For those located in San Francisco or New York, for this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2–3 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team.

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.