Solutions Engineer

United StatesRemote

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.
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.
A track record of owning the technical sales motion: demos, POCs, RFPs, and security reviews.

With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets. The Role
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.
Familiarity with private equity, venture capital, or financial services with a clear understanding of how deal teams operate and what they care about.
Fluency in SSO and IDP technologies (SAML, OAuth, SCIM). •
Exceptional communication skills. You can command a room with a CFO or dig into API architecture with a developer.
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. •
Experience working with or demoing relationship intelligence, CRM, or data enrichment platforms. What you’ll enjoy at Affinity
Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify

1+ years in a Solutions Engineering, Sales Engineering, or technical pre-sales role ideally at a B2B SaaS company.

Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships.
Affinity is the relationship intelligence platform built for the way private equity, venture capital, and growth equity firms actually work.
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!
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 .
Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. About Affinity
With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals.

To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify .

Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data.
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.
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.
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.
Serve as the security expert for pre-sales by completing InfoSec questionnaires, navigating compliance conversations, and representing our Trust posture with confidence.
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