Note: The job is a remote job and is open to candidates in USA. Affinity is a relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals. The Solutions Engineer will be responsible for managing the technical sales motion, delivering demos, and leading discussions to ensure successful pre-sales engagements.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- 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
- 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
Benefits
- We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans.
- And provide flexible personal & sick days.
- 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.
Company Overview
Deals are won through relationships—but most CRMs weren't built to track them. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://affinity.co/.