Affinity is a relationship intelligence platform that helps dealmakers find, manage, and close more deals by using the power of their network. Investors, dealmakers, and operators rely on us to turn relationship signals into action. Design is core to how we deliver on that promise.

As our Director of Product Design, you'll lead and grow our product design team, set the bar for design and research, and partner closely with Product and Engineering leadership on product vision and strategy to shape what Affinity becomes over the next several years. You'll report directly to the SVP of Product.

This is a pivotal moment for design at Affinity. We're rethinking how AI shows up across the product, expanding into new market segments, and raising our standards for quality and execution. We need a design leader with a strong point of view on craft, on team, and on how the discipline itself is evolving.

What you'll do:

• Build and lead a high-performing product design team: hire, coach, and grow designers as the team scales.
• Set and uphold the bar for craft and quality. Define what "great" looks like at Affinity, and hold the team to it across every surface we ship.
• Partner with Product and Engineering leadership on strategy, roadmap, and the operating model that gets us to durable outcomes.
• Bring a clear point of view on how design practice is changing in AI-native products. Translate that into how the team works, what we ship, and how we measure quality.
• Own the end-to-end design experience across our enterprise product surface, from core CRM workflows to mobile to MCP to new product areas.
• Establish processes and rituals that enable the team to move quickly without compromising on quality.
• Serve as a senior leader at Affinity, contributing to strategic planning beyond the design function.

What we're looking for:

• 10+ years in product design, with at least 7 years building, coaching, and leading high-performing design and UX teams.
• A strategic mindset. You can connect design decisions to business outcomes, weigh trade-offs across short and long horizons, and influence company strategy.
• A clear, considered perspective on design craft and how it's evolving with AI. You've thought carefully about what changes when AI is a primary surface, what doesn't, and where the craft bar should sit.
• Deep experience designing enterprise software. You understand the workflows, complexity, and stakes of building for professional users.
• Demonstrated taste and craft in interaction design, visual design, research, and product thinking, backed by a portfolio of work you've shipped or led.
• A track record of partnering closely with Product and Engineering leaders on both strategy and execution.
• Strong written and verbal communication. You can rally a team, influence peers, and represent design clearly to non-designers.
• High empathy as a manager. You build trust, give direct feedback, and grow people.

A note on 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 anyway. You may be just the right candidate for this or other roles.

How we work:

Our culture is a key part of how we operate as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it and deliver incremental value to our customers each sprint.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with. 
• We make data-driven decisions and make the best decision for the moment based on the information available.

If you'd like to learn more about our values, click here.

Work Location: San Francisco, New York, or US Remote (Affinity is registered to employ in certain U.S. states)

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 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 $191,520 to $277,200 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 

Affinity is a relationship intelligence platform that helps dealmakers find, manage, and close more deals by using the power of their network. Investors, dealmakers, and operators rely on us to turn relationship signals into action. Design is core to how we deliver on that promise.

As our Director of Product Design, you'll lead and grow our product design team, set the bar for design and research, and partner closely with Product and Engineering leadership on product vision and strategy to shape what Affinity becomes over the next several years. You'll report directly to the SVP of Product.

This is a pivotal moment for design at Affinity. We're rethinking how AI shows up across the product, expanding into new market segments, and raising our standards for quality and execution. We need a design leader with a strong point of view on craft, on team, and on how the discipline itself is evolving.

What you'll do:

• Build and lead a high-performing product design team: hire, coach, and grow designers as the team scales.
• Set and uphold the bar for craft and quality. Define what "great" looks like at Affinity, and hold the team to it across every surface we ship.
• Partner with Product and Engineering leadership on strategy, roadmap, and the operating model that gets us to durable outcomes.
• Bring a clear point of view on how design practice is changing in AI-native products. Translate that into how the team works, what we ship, and how we measure quality.
• Own the end-to-end design experience across our enterprise product surface, from core CRM workflows to mobile to MCP to new product areas.
• Establish processes and rituals that enable the team to move quickly without compromising on quality.
• Serve as a senior leader at Affinity, contributing to strategic planning beyond the design function.

What we're looking for:

• 10+ years in product design, with at least 7 years building, coaching, and leading high-performing design and UX teams.
• A strategic mindset. You can connect design decisions to business outcomes, weigh trade-offs across short and long horizons, and influence company strategy.
• A clear, considered perspective on design craft and how it's evolving with AI. You've thought carefully about what changes when AI is a primary surface, what doesn't, and where the craft bar should sit.
• Deep experience designing enterprise software. You understand the workflows, complexity, and stakes of building for professional users.
• Demonstrated taste and craft in interaction design, visual design, research, and product thinking, backed by a portfolio of work you've shipped or led.
• A track record of partnering closely with Product and Engineering leaders on both strategy and execution.
• Strong written and verbal communication. You can rally a team, influence peers, and represent design clearly to non-designers.
• High empathy as a manager. You build trust, give direct feedback, and grow people.

A note on 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.

How we work:

Our culture is a key part of how we operate as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it and deliver incremental value to our customers each sprint.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with. 
• We make data-driven decisions and make the best decision for the moment based on the information available.

If you'd like to learn more about our values, click here.

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 both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP 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 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 $168,000 to $210,000 CAD. Within the range, individual pay depends on various factors, including geographical location and review of experience, knowledge, skills, and abilities of the applicant. 

At Affinity, we may use artificial intelligence (AI) tools as part of our recruitment process to help screen and evaluate candidate applications. While AI assists our hiring team in managing applications efficiently, it never replaces decisions made by real people. We are committed to fair and transparent hiring practices, and our AI tools are regularly monitored to ensure they support - not replace - human judgment. 

Additional Information:

• This job posting represents an active vacancy that we are currently seeking to fill.

Affinity is seeking a technically strong and operationally minded Assistant Controller to join our
Accounting team reporting to the Controller. We’re looking for someone who started their career
in the Big 4 and transitioned into corporate, bringing that foundation with them. Along the way,
you’ve driven process improvements, led system implementations, and never been afraid to roll
up your sleeves. You’ve also built and managed lean, high-performing teams and know what it
takes to scale people and process together. Your experience reflects where we are today as a
business, and just as importantly, where we’re headed. This role will be instrumental in owning
our technical accounting, financial reporting, and the controls infrastructure that supports a
scaling SaaS business. The Assistant Controller will take meaningful ownership of complex
accounting areas across all entities, serve as a key contributor to the monthly close process,
and partner with external auditors.

What You’ll Own

• Technical Accounting: Own US GAAP research and application across revenue
  recognition (ASC 606), stock-based compensation (ASC 718), capitalized software (ASC
  350-40), leases, and other areas as they arise.
• Close Participation: Serve as a key contributor to the monthly close process across all
  entities, with primary ownership of technical and financial reporting deliverables.
• Financial Statement Preparation: Own the preparation of monthly internal financial
  statements (income statement, balance sheet, statement of cash flows, and statement of
  equity) and full GAAP financial statements for annual reporting.
• External Audit: Manage the external audit relationship end-to-end - PBC schedules,
  fieldwork coordination, and auditor communication. Not just support; ownership.
• Equity Administration: Administer the equity program via Carta, including option
  grants, exercises, modifications, ISO/NSO tracking, and ASC 718 expense.
• Internal Controls & Policy: Design, establish, and maintain the internal controls
  framework and accounting policy documentation as the company scales.
• Systems & Process: Work across NetSuite, FloQast, Ramp, Rippling, Carta, and
  MonetizeNow to improve how we operate, not just to keep the lights on.

What We’re Looking For

• 6+ years in public accounting (Big 4 or national firm) plus industry, or a longer industry
  track record with strong technical depth.
• CPA required.
• Demonstrated hands-on experience with ASC 606, ASC 718, and ASC 350-40 in a
  SaaS environment - not just exposure, real ownership.
• Experience managing an audit cycle end-to-end, not just supporting one.
  Multi-entity and multi-currency close experience.
• NetSuite proficiency; comfortable improving systems, not just using them.
• Strong written communication - you’ll be authoring technical memos, policies, and
  communications for auditors and leadership.

Nice to Have

• Equity administration experience, ideally in Carta.
• Experience with FloQast or similar close management tools.
• Background in a high-growth B2B SaaS environment.

• 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 $158,000.00 - $198,000.00 USD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets.

Affinity is seeking a highly analytical and strategic Financial Planning & Analysis (FP&A) Manager to join our Finance team reporting to the VP of FP&A. This role will be instrumental in driving financial discipline, strategic decision-making, and performance visibility across the organization. The FP&A Manager will own the planning, forecasting, and reporting processes, providing executive leadership and department heads with the insights needed to manage growth, optimize spending, and allocate resources effectively. This role requires a strong understanding of SaaS metrics, a proactive approach to financial modeling, and the ability to translate complex financial data into clear, actionable business strategies.

Location: New York or San Francisco

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 Own

• Financial Planning & Forecasting: Lead and manage the annual planning process, long-range plan, and rolling forecast processes. Ensure accuracy and alignment with strategic objectives.
• SaaS Metric Analysis & Reporting: Develop, track, and report on key SaaS financial and operational metrics (e.g., ARR, CAC, LTV, churn, gross margin) to provide leadership with a clear view of business health and performance.
• Budgeting & Departmental Partnership: Own the detailed operating expense budgeting process. Partner closely with department heads to manage their budgets, understand variance drivers, and identify opportunities for optimization and efficiency.
• Financial Modeling & Deep Dives: Design, maintain, and continuously improve complex financial models (e.g. capacity planning, scenario analysis) to support decision-making.
• Board & Investor Reporting: Prepare and present high-quality financial reports, analysis, and materials for the Board of Directors, executive team, and potential investors.
• Process & System Improvement: Drive improvements in the planning, forecasting, and reporting infrastructure, leveraging financial planning systems (e.g., Pigment) to increase efficiency and accuracy.

What We're Looking For

• 3-5 years of experience in Strategic Finance, FP&A, and/or a fast-paced environments like Investment Banking, PE/VC, or Consulting. 
• Expertise in SaaS financial and operational metrics (ARR, LTV:CAC, Churn, Gross Margin analysis, etc.). 
• Advanced financial modeling skills and proficiency in Excel/Google Sheets; ability to build complex, driver-based models from scratch.
• Exceptional analytical and problem-solving abilities, with a meticulous attention to detail and a commitment to data integrity.
• Proven ability to communicate complex financial concepts clearly to non-financial stakeholders, department heads, and executive leadership.
• Strong business partnership orientation and the ability to influence decisions and drive accountability across the organization.
• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

Nice to Have:

• Familiarity with Pigment, or other forms of financial planning software.
• Previous experience in a high-growth B2B SaaS environment.

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 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 131,120 to 163,900 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

Affinity is a relationship intelligence platform that helps dealmakers find, manage, and close more deals by leveraging the power of their network. We use technology to amplify human relationships by providing data and insights that enable people to connect and take action with confidence. At Affinity, you'll have the opportunity to fundamentally change the way people leverage their relationships to do business.

As a Senior Product Manager, you'll be part of a talented team of PMs owning product definition, development, and strategy for the CRM product, Affinity's core and most highly-used product. You'll define the product roadmap for your area of ownership and collaborate with cross-functional teams throughout the product development lifecycle, conducting user research, leading teams through design and engineering sprints, defining and studying analytics, and shipping Affinity's next great idea.

In this role, you'll own a wide, business-critical set of capabilities at the heart of Affinity's CRM, the tools that dealmakers use every day to source, track, and close their most important deals. You'll be accountable for a large, mature surface area while driving what may be the most exciting AI opportunity in the product: building on Affinity's foundation as a self-building CRM to deliver the kind of ambient, AI-driven intelligence that dealmakers are increasingly expecting. The role demands flexibility, tailoring solutions across multiple personas and markets as Affinity continues to expand. This is a high-impact, high-complexity ownership area at the center of Affinity's CRM experience.

You’re excited about this opportunity because you will: 

• Foster a deep understanding of our core markets and customer needs through research, data analysis, and engagement with sales, marketing, customer success and direct customer interactions.
• Lead deep dives into user needs and product analytics to collaborate on and define Affinity's CRM product roadmap.
• Develop product strategy for your ownership area, including business cases, high level use cases, technical requirements, and potential revenue and ROI.
• Champion your positions as a strategic leader.
• Drive research and definition to translate product strategy into detailed requirements for prototyping and development.
• Partner closely with design and engineering to lead discovery, definition, design and delivery plans, maintain the backlog and drive the roadmap.
• Collaborate closely with engineering, design, marketing, customer success and sales teams on the development, QA and release of new features.
• Analyze customer feedback and new product ideas.
• Identify and define opportunities where AI can meaningfully improve core CRM workflows, from automation intelligence to AI-assisted data management, and collaborate with Affinity's dedicated AI teams to bring those ideas to life.
• Contribute to a product team culture of craft and continuous growth, including an enthusiasm for how AI is changing the way great PMs think, work, and build.

We’re excited about you because you have: 

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.

• 4+ years of product management experience at a SaaS company (enterprise software experience a plus).
• Experience working with engineering and design teams end-to-end to drive business impact.
• Experience working on complex products to create simple, easy to understand solutions.
• Experience managing complex product modernizations or platform migrations, maintaining user continuity while driving architectural evolution.
• Strong communication skills that foster cross-team collaboration and ensure alignment on key outcomes and objectives.
• Deep understanding and empathy for users.
• A proven track record of design thinking and ruthless prioritization.
• A proven track record of solving complex user problems to drive a measurable outcome.
• Experience thinking about how AI can improve product workflows, reduce friction, or unlock new user behaviors, whether through prior AI feature ownership, close collaboration with AI/ML teams, or strong intuition for where AI creates genuine value vs. noise.
• A passion for Affinity and the problems we are solving.

How we work:

Our culture is a key part of how we operate as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it, and deliver incremental value to our customers each sprint.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with.
• We make data-driven decisions and make the best decision for the moment based on the information available.

Learn more about our values

Work Location: San Francisco, New York, or US Remote (Affinity is registered to employ in certain U.S. states)

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 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 $159,600 to $231,000 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 

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. 

Affinity is a relationship intelligence platform that helps dealmakers find, manage, and close more deals by leveraging the power of their network. We use technology to amplify human relationships by providing data and insights that enable people to connect and take action with confidence. At Affinity, you'll have the opportunity to fundamentally change the way people leverage their relationships to do business.

As a Senior Product Manager, you'll be part of a talented team of PMs owning product definition, development, and strategy for the CRM product, Affinity's core and most highly-used product. You'll define the product roadmap for your area of ownership and collaborate with cross-functional teams throughout the product development lifecycle, conducting user research, leading teams through design and engineering sprints, defining and studying analytics, and shipping Affinity's next great idea.

In this role, you'll own a wide, business-critical set of capabilities at the heart of Affinity's CRM, the tools that dealmakers use every day to source, track, and close their most important deals. You'll be accountable for a large, mature surface area while driving what may be the most exciting AI opportunity in the product: building on Affinity's foundation as a self-building CRM to deliver the kind of ambient, AI-driven intelligence that dealmakers are increasingly expecting. The role demands flexibility, tailoring solutions across multiple personas and markets as Affinity continues to expand. This is a high-impact, high-complexity ownership area at the center of Affinity's CRM experience.

You’re excited about this opportunity because you will: 

• Foster a deep understanding of our core markets and customer needs through research, data analysis, and engagement with sales, marketing, customer success and direct customer interactions.
• Lead deep dives into user needs and product analytics to collaborate on and define Affinity's CRM product roadmap.
• Develop product strategy for your ownership area, including business cases, high level use cases, technical requirements, and potential revenue and ROI.
• Champion your positions as a strategic leader.
• Drive research and definition to translate product strategy into detailed requirements for prototyping and development.
• Partner closely with design and engineering to lead discovery, definition, design and delivery plans, maintain the backlog and drive the roadmap.
• Collaborate closely with engineering, design, marketing, customer success and sales teams on the development, QA and release of new features.
• Analyze customer feedback and new product ideas.
• Identify and define opportunities where AI can meaningfully improve core CRM workflows, from automation intelligence to AI-assisted data management, and collaborate with Affinity's dedicated AI teams to bring those ideas to life.
• Contribute to a product team culture of craft and continuous growth, including an enthusiasm for how AI is changing the way great PMs think, work, and build.

We’re excited about you because you have: 

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.

• 4+ years of product management experience at a SaaS company (enterprise software experience a plus).
• Experience working with engineering and design teams end-to-end to drive business impact.
• Experience working on complex products to create simple, easy to understand solutions.
• Experience managing complex product modernizations or platform migrations, maintaining user continuity while driving architectural evolution.
• Strong communication skills that foster cross-team collaboration and ensure alignment on key outcomes and objectives.
• Deep understanding and empathy for users.
• A proven track record of design thinking and ruthless prioritization.
• A proven track record of solving complex user problems to drive a measurable outcome.
• Experience thinking about how AI can improve product workflows, reduce friction, or unlock new user behaviors, whether through prior AI feature ownership, close collaboration with AI/ML teams, or strong intuition for where AI creates genuine value vs. noise.
• A passion for Affinity and the problems we are solving.

How we work:

Our culture is a key part of how we operate as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it, and deliver incremental value to our customers each sprint.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with.
• We make data-driven decisions and make the best decision for the moment based on the information available.

Learn more about our values

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 both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP 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 succes.

Please note that the role compensation details below reflect the base salary only and do not include any 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 $152,000 to $190,000 CAD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

At Affinity, we may use artificial intelligence (AI) tools as part of our recruitment process to help screen and evaluate candidate applications. While AI assists our hiring team in managing applications efficiently, it never replaces decisions made by real people. We are committed to fair and transparent hiring practices, and our AI tools are regularly monitored to ensure they support- not replace - human judgment. 

Additional Information:

• This job posting represents an active vacancy that we are currently seeking to fill.

Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets.

The Role

We're seeking a performance-driven Paid Media Manager to lead our full-funnel paid media strategy and drive measurable growth across B2B channels. This role combines strategic thinking with hands-on execution, focusing on continuous testing, optimization, and AI-powered innovation. You'll own multi-million dollar budgets while pioneering new channel opportunities in the competitive private capital software space. This role reports to the VP of Demand Generation.

What will I be doing?

Strategic Planning & Execution

• Develop and execute comprehensive paid media strategies across the full funnel from awareness to conversion
• Own multi-channel campaign planning, budget allocation, and performance optimization across search, social, display, and emerging channels
• Lead quarterly and annual media planning aligned with revenue goals and pipeline targets
• Drive account-based marketing (ABM) campaigns targeting high-value private equity and venture capital prospects

Channel Management & Optimization

• Manage and optimize campaigns across Google Ads, LinkedIn Ads, Meta, Reddit, Connected TV, Display/Programmatic, and emerging B2B channels
• Continuously test new channels and ad formats to expand reach within private capital markets
• Implement advanced targeting strategies including account-based targeting, lookalike audiences, and intent-based targeting
• Execute sophisticated bid management and budget optimization strategies to maximize ROAS

AI-Powered Innovation

• Leverage AI tools daily for audience research, creative optimization, bid management, and performance analysis
• Implement AI-driven creative testing frameworks for ad copy, headlines, and visual assets
• Use machine learning tools for predictive audience modeling and campaign optimization

Testing & Growth Experimentation

• Design and execute rigorous A/B and multivariate testing programs across all channels
• Test new ad formats, bidding strategies, audience segments, and creative approaches
• Implement incrementality testing and attribution modeling to measure true campaign impact
• Pioneer testing in emerging channels and platforms relevant to B2B audiences

Analytics & Performance Management

• Own paid media KPIs including CAC, ROAS, pipeline contribution, and channel efficiency metrics
• Build comprehensive reporting dashboards and provide actionable insights to leadership
• Conduct deep-dive analysis on campaign performance, audience behavior, and competitive positioning

How You'll Work

• Think full-funnel – understand how paid media drives awareness, consideration, and conversion across the buyer journey
• Operate with precision – manage budgets efficiently while maintaining aggressive growth targets
• Collaborate seamlessly with Product Marketing, Sales, Marketing Operations, and Creative teams
• Stay ahead of trends – constantly evaluate new platforms, ad formats, and optimization techniques
• Leverage data obsessively – make decisions based on performance data, not intuition

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.

• 5-7 years of B2B paid media experience, preferably in SaaS, fintech, or high-ACV software environments
• Proven track record managing annual paid media budgets of $2M+ with demonstrated ROI improvement
• Platform expertise across Google Ads, LinkedIn Ads, Meta Business Manager, Reddit Ads, Connected TV platforms, and programmatic platforms
• Advanced analytics skills with proficiency in Google Analytics, attribution platforms, and data visualization tools

Technical Proficiency

• Daily AI tool usage for campaign optimization, creative testing, and audience research
• Advanced Excel/Google Sheets skills for budget management and performance analysis
• Understanding of B2B marketing metrics including pipeline attribution, CAC payback, and lifetime value

Strategic Thinking

• Full-funnel mindset with ability to connect top-funnel activities to bottom-line revenue impact
• Testing methodology expertise including statistical significance, incrementality testing, and experiment design
• Competitive analysis skills with ability to monitor and respond to competitor media strategies
• Budget optimization experience with ability to allocate spend across channels for maximum efficiency

Industry Knowledge

• Understanding of B2B buying cycles and account-based marketing principles
• Familiarity with private capital markets preferred but not required
• Knowledge of privacy regulations and their impact on digital advertising (GDPR, CCPA, iOS changes)
• Awareness of emerging channels and willingness to test new opportunities

Why This Role Matters

You'll be instrumental in scaling Affinity's growth by building a world-class paid media engine that efficiently acquires high-value customers in the competitive private capital software market. Your expertise in testing, optimization, and AI-powered innovation will directly impact our ability to capture market share and drive sustainable revenue growth.

This is a high-impact role where your strategic thinking and execution excellence will be visible at the highest levels of the organization, with direct influence on company growth and market positioning.

• 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 both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP 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 succes.

A reasonable estimate of the current range is $91,200.00 - $114,000.00 CAD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets.

The Role

We're seeking a performance-driven Paid Media Manager to lead our full-funnel paid media strategy and drive measurable growth across B2B channels. This role combines strategic thinking with hands-on execution, focusing on continuous testing, optimization, and AI-powered innovation. You'll own multi-million dollar budgets while pioneering new channel opportunities in the competitive private capital software space. This role reports to the VP of Demand Generation.

What will I be doing?

Strategic Planning & Execution

• Develop and execute comprehensive paid media strategies across the full funnel from awareness to conversion
• Own multi-channel campaign planning, budget allocation, and performance optimization across search, social, display, and emerging channels
• Lead quarterly and annual media planning aligned with revenue goals and pipeline targets
• Drive account-based marketing (ABM) campaigns targeting high-value private equity and venture capital prospects

Channel Management & Optimization

• Manage and optimize campaigns across Google Ads, LinkedIn Ads, Meta, Reddit, Connected TV, Display/Programmatic, and emerging B2B channels
• Continuously test new channels and ad formats to expand reach within private capital markets
• Implement advanced targeting strategies including account-based targeting, lookalike audiences, and intent-based targeting
• Execute sophisticated bid management and budget optimization strategies to maximize ROAS

AI-Powered Innovation

• Leverage AI tools daily for audience research, creative optimization, bid management, and performance analysis
• Implement AI-driven creative testing frameworks for ad copy, headlines, and visual assets
• Use machine learning tools for predictive audience modeling and campaign optimization

Testing & Growth Experimentation

• Design and execute rigorous A/B and multivariate testing programs across all channels
• Test new ad formats, bidding strategies, audience segments, and creative approaches
• Implement incrementality testing and attribution modeling to measure true campaign impact
• Pioneer testing in emerging channels and platforms relevant to B2B audiences

Analytics & Performance Management

• Own paid media KPIs including CAC, ROAS, pipeline contribution, and channel efficiency metrics
• Build comprehensive reporting dashboards and provide actionable insights to leadership
• Conduct deep-dive analysis on campaign performance, audience behavior, and competitive positioning

How You'll Work

• Think full-funnel – understand how paid media drives awareness, consideration, and conversion across the buyer journey
• Operate with precision – manage budgets efficiently while maintaining aggressive growth targets
• Collaborate seamlessly with Product Marketing, Sales, Marketing Operations, and Creative teams
• Stay ahead of trends – constantly evaluate new platforms, ad formats, and optimization techniques
• Leverage data obsessively – make decisions based on performance data, not intuition

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.

• 5-7 years of B2B paid media experience, preferably in SaaS, fintech, or high-ACV software environments
• Proven track record managing annual paid media budgets of $2M+ with demonstrated ROI improvement
• Platform expertise across Google Ads, LinkedIn Ads, Meta Business Manager, Reddit Ads, Connected TV platforms, and programmatic platforms
• Advanced analytics skills with proficiency in Google Analytics, attribution platforms, and data visualization tools

Technical Proficiency

• Daily AI tool usage for campaign optimization, creative testing, and audience research
• Advanced Excel/Google Sheets skills for budget management and performance analysis
• Understanding of B2B marketing metrics including pipeline attribution, CAC payback, and lifetime value

Strategic Thinking

• Full-funnel mindset with ability to connect top-funnel activities to bottom-line revenue impact
• Testing methodology expertise including statistical significance, incrementality testing, and experiment design
• Competitive analysis skills with ability to monitor and respond to competitor media strategies
• Budget optimization experience with ability to allocate spend across channels for maximum efficiency

Industry Knowledge

• Understanding of B2B buying cycles and account-based marketing principles
• Familiarity with private capital markets preferred but not required
• Knowledge of privacy regulations and their impact on digital advertising (GDPR, CCPA, iOS changes)
• Awareness of emerging channels and willingness to test new opportunities

Why This Role Matters

You'll be instrumental in scaling Affinity's growth by building a world-class paid media engine that efficiently acquires high-value customers in the competitive private capital software market. Your expertise in testing, optimization, and AI-powered innovation will directly impact our ability to capture market share and drive sustainable revenue growth.

This is a high-impact role where your strategic thinking and execution excellence will be visible at the highest levels of the organization, with direct influence on company growth and market positioning.

• 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 both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer a pension plan through SmartPension 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.

A reasonable estimate of the current range is $95,500.00 - $133,000.00 USD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

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. 

Affinity stitches together billions of data points from massive datasets to create a powerful, accurate representation of the world's professional relationship graph. Based on this data, we offer our users the insights and visibility they need to nurture and tap into the opportunities in their team's network. 

This role is part of the AI Platform team, which owns the AI services that power Affinity's industry-leading relationship intelligence platform. We extract and retrieve information from billions of structured and unstructured data points to deliver actionable insights to customers.

As a Senior AI Engineer, you will collaborate with machine learning engineers, data engineers, software engineers, and product managers to shape the future of private capital's leading CRM platform. You will design and build LLM-powered AI systems that efficiently uncover insights from compelling business interaction data – an exciting and unique opportunity within the industry. 

In this role you will:

• Build RAG systems: Architect, prototype, and deploy RAG pipelines, combining vector search, hybrid retrieval, reranking and contextual compression techniques. 
• Build LLM powered agent systems: Contribute to design and orchestration of multi-agent LLM systems using community frameworks and custom orchestration layers. 
• Solve complex problems: Work on a variety of information extraction, information storage and information retrieval problems for both structured and unstructured data. 
• Collaborate cross-functionally: Partner with cross-functional (product, infra, data engineering, and software engineering) to build robust, high-scale systems that underlie all of our data processing and ML Operations.

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:

• 5+ years of experience in software engineering and/or Machine Learning experience in applying machine learning in production. 
• Hands on experience with LLM applications in production including prompt engineering and utilizing frameworks for online and offline evaluation
• Experience with LLM assisted search, such as query understanding and augmentation, text2sql, and entity extraction   
• Experience with vector or graph databases
• Experience with document chunking, embedding models, and context window optimization
• Familiarity with metadata-based retrieval and re-ranking strategies
• Hands on experiences with model evaluation metrics (e.g. perplexity, hallucination rate, factual consistency)   
• Familiarity with data security, versioning, and MLOps principles

Nice to Have:

• Experience with enterprise AI applications with strict compliance, audit, or legal requirements
• Experience with dataset engineering, including data curation, augmentation, and synthesis, to assist ML model improvements. 
• Experience with multi-modal search
• Experience with graph based recommendation systems, such as graph NN. 
• Experience with developing AI applications powered by agent-based systems
• Experience with packaging, CI/CD and pipeline automation. 

Tech stack: Our ML pipeline manages multiple Python services that support various AI features, including utilizing OCR to extract information from unstructured data, serving embedding models to vectorize chunks, and ranking a list of recommendations based on relevance and user preference. 

How we work:

Our culture is a key part of how we operate, as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it, and deliver value to our customers.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with. 
• We make data-driven decisions and make the best decision for the moment based on the information available.

If you’d want to learn more about our values click here.

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 both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP 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 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 $160,000 to $220,000 CAD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 

At Affinity, we may use artificial intelligence (AI) tools as part of our recruitment process to help screen and evaluate candidate applications. While AI assists our hiring team in managing applications efficiently, it never replaces decisions made by real people. We are committed to fair and transparent hiring practices, and our AI tools are regularly monitored to ensure they support—not replace—human judgment. 

Additional Information:

• This job posting represents an active vacancy that we are currently seeking to fill.

With our growing customer base and our expansion into new markets and use cases, we have more to build than ever at Affinity as we execute on our vision to put relationship intelligence at every professional's fingertips.

Reporting to the Sr Director of Engineering, you will be leading and scaling out a team that oversees the customer-facing features of the core Affinity CRM product. You will help define the technical roadmap and implementation for the future of our product and guide the team to build scalable features and functionality end-to-end. This is a hands-on role; in addition to leading the team, you'll also be an active contributor.

The core application engineering team has a wide breadth of responsibility at Affinity. They not only deliver end-to-end features for our CRM product but also work on core data models and build ways to performantly surface data to our customers. We are looking for a Senior Engineering Manager who values career development, mentorship and will support the team as we scale. 

Location: Toronto, Ontario

What you’ll be doing:

• Through cross-team collaboration with Product Management and Design, define the roadmap that makes up the Affinity CRM product.
• Lead, coach, mentor and inspire a team that owns applications that are critical to the success of our customers and our business.
• Own the delivery of a delightful, reliable user experience to our users around the world through rapid cycles of development and iteration.
• Lead Agile processes like daily standups, sprint plannings, demos and retrospectives.
• Champion AI tools and best practices, keeping current with the rapidly changing landscape, in order to enable high degrees of team efficiency and output, and create a learning environment for team members to continuously develop skills.
• Be an active contributor. You’ll have the time to build meaningful features alongside your team.
• Drive complex technical, architecture, design, and product discussions.
• Identify and fill gaps on the team, and create the processes necessary for the team’s success.
• Scale the team by hiring additional talented engineers to provide the necessary velocity to meet the team’s goals.

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:

• You have 10+ years of experience working in a full-stack software engineering role, building scalable web applications with large volumes of data and rich visualizations.
• You have 5+ years in an engineering management role or technical leadership role, providing mentorship and coaching in a formal setting.  
• You have experience leading high-performing engineering teams.
• You have experience working with complex SaaS platforms.
• You have excellent communication skills.
• You take pride in delivering an exceptionally high-quality product in terms of the functionality you provide to consumers, as well as the platform’s overall performance and reliability.
• You are passionate about helping engineers at all levels develop new skills and advance their careers. 
• You're excited to work collaboratively within engineering and across functional teams.
• You’re eager to contribute your ideas and experiences to help Affinity continuously improve as a product and company.

Nice to have:

• Experience working with Ruby, React, or PostgreSQL.
• Experience working with CRM-type applications and high scale data model design
• Experience building data-intensive applications.

Tech stack

Our platform is built with React and TypeScript on the front end, and with Ruby and PostgreSQL on the back end. Our infrastructure is hosted by AWS and runs on Kubernetes. 

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 both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP 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 succes.

Please note that the role compensation details below reflect the base salary only and do not include any 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 $196,000 to $245,000 CAD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

At Affinity, we may use artificial intelligence (AI) tools as part of our recruitment process to help screen and evaluate candidate applications. While AI assists our hiring team in managing applications efficiently, it never replaces decisions made by real people. We are committed to fair and transparent hiring practices, and our AI tools are regularly monitored to ensure they support—not replace—human judgment. 

Additional Information:

• This job posting represents an active vacancy that we are currently seeking to fill.

Affinity stitches together billions of data points from massive datasets to create a powerful, accurate representation of the world's professional relationship graph. Based on this data, we offer our users the insights and visibility they need to nurture and tap into the opportunities in their team's network. 

This role is part of the AI Platform team, which owns the AI services that power Affinity's industry-leading relationship intelligence platform. We extract and retrieve information from billions of structured and unstructured data points to deliver actionable insights to customers.

As a Senior Machine Learning Engineer, you will collaborate with data engineers, software engineers, and product managers to shape the future of private capital's leading CRM platform. You will design and build AI systems that efficiently uncover insights from compelling business interaction data – an exciting and unique opportunity within the industry.

This is an applied machine learning position with a strong emphasis on engineering, rather than research. You will play a key role in advancing our ML Engineering capabilities, particularly in information retrieval and eventually recommendation systems. 

What you’ll be doing:

• Own the full ML lifecycle: Take projects from ideation to production, including feature engineering, model selection, deployment, and model observability and evaluation.
• Translate business needs into ML solutions: Gather product requirements and translate them into robust ML system design requirements. 
• Build recommendation and ranking systems: Architect and launch ranking and recommendation infrastructure from scratch, initially via integrated off-the-shelf models, and evolving to targeted and customized solutions in the long term.
• Solve complex problems: Work on a variety of information extraction, information storage and information retrieval problems for both structured and unstructured data. 
• Collaborate cross-functionally: Partner with cross-functional (product, infra, data engineering, and software engineering) teams to build robust, high-scale systems that underlie all of our data processing and ML Operations.

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:

• 5+ years of experience in software engineering and/or Machine Learning experience in applying machine learning in production. 
• Hands-on experience developing ranking or recommendation systems from scratch, deployed at scale using techniques such as learn-to-rank, explainable recommendations    
• Strong understanding of machine learning techniques, including clustering and decision trees
• Experience with serving ML models for streaming and batch inference at scale.
• Experience with vector or graph databases.
• Proficiency in Python and modern ML frameworks (PyTorch, Scikit-learn, or similar).
• Track record of building maintainable, testable, and production-grade codebases.
• Experience with observability tools for online and offline model evaluation, A/B testing, and tracing for AI applications.

Nice to Have:

• Experience with dataset engineering, including data curation, augmentation, and synthesis, to assist ML model improvement. 
• Experience with graph-based recommendation systems, such as graph NN. 
• Experience with packaging, CI/CD and pipeline automation. 

Tech stack: Our ML pipeline manages multiple Python services that support various AI features, including utilizing OCR to extract information from unstructured data, serving embedding models to vectorize chunks, and ranking a list of recommendations based on relevance and user preference.

How we work:

Our culture is a key part of how we operate, as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it, and deliver value to our customers.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with. 
• We make data-driven decisions and make the best decision for the moment based on the information available.

If you’d want to learn more about our values click here.

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 both you and your dependents' extended health benefit premiums and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer an RRSP 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 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 $160,000 to $220,000 CAD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 

At Affinity, we may use artificial intelligence (AI) tools as part of our recruitment process to help screen and evaluate candidate applications. While AI assists our hiring team in managing applications efficiently, it never replaces decisions made by real people. We are committed to fair and transparent hiring practices, and our AI tools are regularly monitored to ensure they support—not replace—human judgment. 

Additional Information:

• This job posting represents an active vacancy that we are currently seeking to fill.

Affinity stitches together billions of data points from massive datasets to create a powerful, accurate representation of the world's professional relationship graph. Based on this data, we offer our users the insights and visibility they need to nurture and tap into the opportunities in their team's network. 

This role is part of the AI Platform team, which owns the AI services that power Affinity's industry-leading relationship intelligence platform. We extract and retrieve information from billions of structured and unstructured data points to deliver actionable insights to customers.

As a Senior AI Engineer, you will collaborate with machine learning engineers, data engineers, software engineers, and product managers to shape the future of private capital's leading CRM platform. You will design and build LLM-powered AI systems that efficiently uncover insights from compelling business interaction data – an exciting and unique opportunity within the industry. 

In this role, you will:

• Build RAG systems: Architect, prototype, and deploy RAG pipelines, combining vector search, hybrid retrieval, reranking and contextual compression techniques. 
• Build LLM powered agent systems: Contribute to design and orchestration of multi-agent LLM systems using community frameworks and custom orchestration layers. 
• Solve complex problems: Work on a variety of information extraction, information storage and information retrieval problems for both structured and unstructured data. 
• Collaborate cross-functionally: Partner with cross-functional (product, infra, data engineering, and software engineering) to build robust, high-scale systems that underlie all of our data processing and ML Operations.

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:

• 5+ years of experience in software engineering and/or Machine Learning experience in applying machine learning in production. 
• Hands on experience with LLM applications in production including prompt engineering and utilizing frameworks for online and offline evaluation
• Experience with LLM assisted search, such as query understanding and augmentation, text2sql, and entity extraction   
• Experience with vector or graph databases
• Experience with document chunking, embedding models, and context window optimization
• Familiarity with metadata-based retrieval and re-ranking strategies
• Hands on experiences with model evaluation metrics (e.g. perplexity, hallucination rate, factual consistency)   
• Familiarity with data security, versioning, and MLOps principles

Nice to Have:

• Experience with enterprise AI applications with strict compliance, audit, or legal requirements
• Experience with dataset engineering, including data curation, augmentation, and synthesis, to assist ML model improvements. 
• Experience with multi-modal search
• Experience with graph based recommendation systems, such as graph NN. 
• Experience with developing AI applications powered by agent-based systems
• Experience with packaging, CI/CD and pipeline automation. 

Tech stack: Our ML pipeline manages multiple Python services that support various AI features, including utilizing OCR to extract information from unstructured data, serving embedding models to vectorize chunks, and ranking a list of recommendations based on relevance and user preference. 

How we work:

Our culture is a key part of how we operate, as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it, and deliver value to our customers.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with. 
• We make data-driven decisions and make the best decision for the moment based on the information available.

If you’d want to learn more about our values click here.

Work Location: San Francisco, New York, or US Remote (Affinity is registered to employ in certain U.S. states)

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 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 $160,000 to $235,000 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 

The Role

As a Senior Customer Success Manager at Affinity, you'll own the full post-sale lifecycle for a portfolio of strategic enterprise accounts. You'll serve as a trusted advisor and internal advocate — building deep relationships, driving measurable business value, and orchestrating the right resources to help your customers succeed. This role is for someone who has mastered the fundamentals of enterprise CS and has proven track record owning complex renewals, expanding executive relationships, and consistently exceeding commercial targets.

This role reports directly to the Director of Enterprise Customer Success. You'll be joining a seasoned, collaborative team that is invested in your development and success.

What will I be doing?

• Own a portfolio of strategic enterprise accounts — driving adoption, delivering measurable business value, and securing renewals and expansion revenue
• Build and execute success plans that reflect a deep understanding of each customer's business objectives, stakeholder landscape, and success metrics
• Develop multi-threaded relationships across champion and economic buyer levels, and deliver meaningful executive business reviews on a consistent cadence
• Serve as the voice of the customer internally — synthesizing feedback, flagging risk early, and influencing product direction through structured input
• Orchestrate cross-functional resources — proactively pulling in product, support, and services teams to resolve escalations, accelerate adoption, and deliver an exceptional customer experience
• Partner closely with Sales to identify and execute on expansion opportunities, applying MEDDPICC and Command of the Message frameworks with proficiency
• Forecast with accuracy and run renewal commercials with increasing autonomy
• Contribute playbooks, templates, and best practices that help scale team-wide effectiveness

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

• 5+ years in Customer Success Management, or a similar post-sale role in an enterprise SaaS environment
• Proven track record of hitting renewal, expansion, and retention targets across a complex enterprise book of business
• Experience managing multi-stakeholder relationships, including executive-level engagement
• Strong communicator and presenter — equally comfortable leading a c-suite level QBR and a product adoption session
• Highly organized with sharp prioritization instincts; able to balance strategic account work with operational rigor
• Demonstrated ability to lead cross-functional efforts and drive outcomes without direct authority
• Comfortable operating in a fast-moving, evolving environment — and excited to help shape it

Bonus points for:

• Experience in CRM, data services, or relationship intelligence software
• Background working with private capital or financial services clients

Location: New York City or San Francisco, CA 

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.

A reasonable estimate of the current range is $112,480.00 - $162,800.00 USD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.

Affinity stitches together billions of data points from massive datasets to create a powerful, accurate representation of the world's professional relationship graph. Based on this data, we offer our users the insights and visibility they need to nurture and tap into the opportunities in their team's network. 

This role is part of the AI Platform team, which owns the AI services that power Affinity's industry-leading relationship intelligence platform. We extract and retrieve information from billions of structured and unstructured data points to deliver actionable insights to customers.

As a Senior Machine Learning Engineer, you will collaborate with data engineers, software engineers, and product managers to shape the future of private capital's leading CRM platform. You will design and build AI systems that efficiently uncover insights from compelling business interaction data – an exciting and unique opportunity within the industry.

This is an applied machine learning position with a strong emphasis on engineering, rather than research. You will play a key role in advancing our ML Engineering capabilities, particularly in information retrieval and eventually recommendation systems. 

What you’ll be doing:

• Own the full ML lifecycle: Take projects from ideation to production, including feature engineering, model selection, deployment, and model observability and evaluation.
• Translate business needs into ML solutions: Gather product requirements and translate them into robust ML system design requirements. 
• Build recommendation and ranking systems: Architect and launch ranking and recommendation infrastructure from scratch, initially via integrated off-the-shelf models, and evolving to targeted and customized solutions in the long term.
• Solve complex problems: Work on a variety of information extraction, information storage and information retrieval problems for both structured and unstructured data. 
• Collaborate cross-functionally: Partner with cross-functional (product, infra, data engineering, and software engineering) teams to build robust, high-scale systems that underlie all of our data processing and ML Operations.

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:

• 5+ years of experience in software engineering and/or Machine Learning experience in applying machine learning in production. 
• Hands-on experience developing ranking or recommendation systems from scratch, deployed at scale using techniques such as learn-to-rank, explainable recommendations    
• Strong understanding of machine learning techniques, including clustering and decision trees
• Experience with serving ML models for streaming and batch inference at scale.
• Experience with vector or graph databases.
• Proficiency in Python and modern ML frameworks (PyTorch, Scikit-learn, or similar).
• Track record of building maintainable, testable, and production-grade codebases.
• Experience with observability tools for online and offline model evaluation, A/B testing, and tracing for AI applications.

Nice to Have:

• Experience with dataset engineering, including data curation, augmentation, and synthesis, to assist ML model improvement. 
• Experience with graph-based recommendation systems, such as graph NN. 
• Experience with packaging, CI/CD and pipeline automation. 

Tech stack: Our ML pipeline manages multiple Python services that support various AI features, including utilizing OCR to extract information from unstructured data, serving embedding models to vectorize chunks, and ranking a list of recommendations based on relevance and user preference.

How we work:

Our culture is a key part of how we operate, as well as our hiring process:

• We iterate quickly. As such, you must be comfortable embracing ambiguity, be able to cut through it, and deliver value to our customers.
• We are candid, transparent, and speak our minds while simultaneously caring personally with each person we interact with. 
• We make data-driven decisions and make the best decision for the moment based on the information available.

If you’d want to learn more about our values click here.

Work Location: San Francisco, New York, or US Remote (Affinity is registered to employ in certain U.S. states)

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 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 $160,000 to $235,000 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 

The Role

As a Strategic Customer Success Manager at Affinity, you'll own the full post-sale lifecycle for our largest and most complex strategic enterprise accounts while playing a defining role in how our CS organization operates and scales.  In this role you'll drive transformational outcomes for customers, shape the frameworks others rely on, and act as a thought partner to both your customers and our internal teams.

This role reports directly to the Director of Enterprise Customer Success. You'll be a senior individual contributor whose influence will extend well beyond your own book of business.

What will I be doing?

• Own a named portfolio of Affinity's largest strategic enterprise accounts, driving transformational business outcomes, commanding C-suite relationships, and securing complex, high-value renewals and expansions
• Define and lead strategic account plans that connect Affinity's platform to each customer's business objectives
• Build and maintain deep executive relationships — including regular C-suite engagement — and serve as a visible, trusted thought partner in your customers' organizations
• Lead community and industry presence initiatives that elevate Affinity's brand and deepen relationships across the private capital ecosystem
• Serve as the definitive internal voice of the customer — synthesizing patterns across your book and directly influencing product roadmap, GTM strategy, and CS frameworks
• Define and operationalize CS best practices, renewal frameworks, and expansion playbooks that scale across the team
• Apply expert-level MEDDPICC and Command of the Message to build multi-stakeholder expansion plays alongside AEs, maintaining consistently high forecast accuracy
• Formally mentor peers, contribute to onboarding and enablement programs, and help shape how the CS team learns and grows
• Partner with Product, Marketing, and Sales leadership as a strategic cross-functional stakeholder — not just a collaborator

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

• 8+ years in Enterprise Customer Success or a similar post-sale role, with significant tenure in enterprise or named account SaaS environments
• Demonstrated track record of driving transformational customer outcomes and consistently exceeding commercial targets at the highest tier of enterprise accounts
• Deep experience managing C-suite relationships and navigating complex, multi-stakeholder organizations with authority and credibility
• Expert communicator and executive presenter — able to lead high-stakes conversations with poise and influence strategic decisions
• Proven ability to define and operationalize scalable processes, frameworks, and playbooks that elevate team-wide performance
• Experience mentoring peers and contributing meaningfully to team capability and culture
• Highly autonomous; able to lead complex programs and drive org-level outcomes without direct authority

Bonus points for:

• Deep domain expertise in private capital, venture, or financial services
• Experience in CRM, data services, or relationship intelligence software
• Track record of shaping CS strategy at an organizational level

Location: New York City or San Francisco, CA 

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.

A reasonable estimate of the current range is $136,800.00 - $198,000.00 USD Base.  Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.