Affinity.co

• 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. • 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.

• Serve as the primary point of contact for CPQ (Configure-Price-Quote) support on the CS side—troubleshooting quoting issues, managing cases promptly, and ensuring a seamless quote-to-cash process • Own and execute a comprehensive Gainsight overhaul—audit, debug, and rearchitect our Customer Success platform to align with customer journey best practices and drive adoption, renewal, and expansion outcomes • Build and maintain lifecycle processes, playbooks, and automation rules in Gainsight that support customer outcomes and business growth • Assist with end-of-quarter CS compensation reports and audit process • Create and coordinate key reporting for leadership, translating data and insights into executive dashboards on customer adoption, renewals, expansions, and churn • Partner with Product and Data teams on usage analytics initiatives to provide visibility into customer health and inform the adoption journey • Support internal change management activities for standard processes and tools across customer-facing teams • Understand and prioritize the needs of Customer Success, Support, Onboarding, and Customer Marketing teams to inform a cohesive operational strategy

Title: Director of Product Design Location: USA (Remote) Job Description: 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.  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. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

• 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.

Senior Product Designer USA (Remote) 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. As a Senior Product Designer at Affinity, you’ll have the opportunity to fundamentally change the way people leverage their relationships to do business. As a designer, you’ll be working on complex SaaS products to make them more intuitive and useful. In this role, you’ll be part of a team of talented product designers who work together to understand our customers' needs and design solutions that provide real value. You’re excited about this opportunity because you will: - Partner with Product and peer Designers to conduct research to understand our customers’ needs and identify insights that inform product decisions and strategy. - Designing projects across all stages of the design process from vision to implementation. - Collaborating with partners in Product and Engineering to design and build impactful experiences. - Turning complex intelligence data into useful, clear, actionable insights for our customers. - Being proactive in contributing ideas to help Affinity continuously improve as a product and as a company. - Contributing to creating and enhancing our world-class design team and community. 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. Required: - 5+ years of professional experience designing and shipping impactful product experiences. - Experience designing high-quality, complex B2B SaaS products that customers love and value. - Conducted user research and turned research insights into product solutions. - Strong communication skills and advocacy for customers. - Experience working with Product and Engineering teams in dynamic, agile environments. - Proficiency of common design tools, such as Figma. - Advanced knowledge of the end-to-end product design process, including research, product strategy, ideation, information architecture, wireframing, prototyping, user testing, concept refinement, and high-fidelity designs. 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 $141,360 to $204,600 USD. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. 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. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

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. As a Senior Product Designer at Affinity, you’ll have the opportunity to fundamentally change the way people leverage their relationships to do business. As a designer, you’ll be working on complex SaaS products to make them more intuitive and useful. In this role, you’ll be part of a team of talented product designers who work together to understand our customers' needs and design solutions that provide real value. You’re excited about this opportunity because you will: - Partner with Product and peer Designers to conduct research to understand our customers’ needs and identify insights that inform product decisions and strategy. - Designing projects across all stages of the design process from vision to implementation. - Collaborating with partners in Product and Engineering to design and build impactful experiences. - Turning complex intelligence data into useful, clear, actionable insights for our customers. - Being proactive in contributing ideas to help Affinity continuously improve as a product and as a company. - Contributing to creating and enhancing our world-class design team and community. 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. Required: - 5+ years of professional experience designing and shipping impactful product experiences. - Experience designing high-quality, complex B2B SaaS products that customers love and value. - Conducted user research and turned research insights into product solutions. - Strong communication skills and advocacy for customers. - Experience working with Product and Engineering teams in dynamic, agile environments. - Proficiency of common design tools, such as Figma. - Advanced knowledge of the end-to-end product design process, including research, product strategy, ideation, information architecture, wireframing, prototyping, user testing, concept refinement, and high-fidelity designs. 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 $134,400 to $168,000 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. 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. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

Title: Paid Media Manager Location: USA (Remote) Job Description: 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. 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 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. 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. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

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 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. 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. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

• Foster a deep understanding of our customers and their workflows through research, data analysis, and direct engagement with sales, customer success, and dealmakers themselves. • Own and evolve Affinity's chat product and the agentic experiences we build on top of it, from early research and prototyping through beta and general availability. • Define and steward the labs framework that gives the: the process by which the broader product team a structured way to evaluate AI experiments and runs AI experiments, measures success, and graduates the most promising ideas into the core product. • Work directly with the CEO, senior leadership team, and customers to shape the strategic direction of AI at Affinity, from early concept through live product. • Develop product strategy for your ownership area, including business cases, success metrics, and a clear point of view on where AI creates genuine value for dealmakers. • Partner closely with engineering, applied science, and design teams to lead discovery, definition, and delivery, maintaining a short feedback loop with real users throughout. • Contribute to a product team culture of craft and continuous growth, including genuine enthusiasm for how AI is reshaping what great product work looks like

Affinity is the relationship intelligence CRM platform trusted by private equity, venture capital, and investment banking professionals to unlock the power of their network. We help the world's most sophisticated dealmakers turn relationships into results. As a Staff Product Manager for AI, you'll own one of the most visible and strategically important product areas at Affinity: the AI experiences that dealmakers use to do their most important work. You’ll define the strategy and roadmap for Affinity’s agentic and conversational AI products, while leading our labs framework to enable our broader product team with a structured way to bet on, validate, and ship AI features. You'll be external-facing, working closely with customers and senior leadership to shape the future of AI-powered dealmaking. That means conducting user research, running beta programs, leading design and engineering sprints, defining success metrics, and shipping experiences that move the needle for the sophisticated dealmakers who rely on Affinity every day. The team you'll be part of operates with a startup-within-a-startup mindset: fast, focused, and optimizing for learning. This is a high-visibility role at the intersection of cutting-edge AI and one of the most relationship-driven industries in the world. You're excited about this opportunity because you will: - Foster a deep understanding of our customers and their workflows through research, data analysis, and direct engagement with sales, customer success, and dealmakers themselves. - Own and evolve Affinity's chat product and the agentic experiences we build on top of it, from early research and prototyping through beta and general availability. - Define and steward the labs framework that gives the: the process by which the broader product team a structured way to evaluate AI experiments and runs AI experiments, measures success, and graduates the most promising ideas into the core product. - Work directly with the CEO, senior leadership team, and customers to shape the strategic direction of AI at Affinity, from early concept through live product. - Develop product strategy for your ownership area, including business cases, success metrics, and a clear point of view on where AI creates genuine value for dealmakers. - Partner closely with engineering, applied science, and design teams to lead discovery, definition, and delivery, maintaining a short feedback loop with real users throughout. - Contribute to a product team culture of craft and continuous growth, including genuine enthusiasm for how AI is reshaping what great product work looks like 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. - 6+ years of product management experience, with at least 3 years in B2B - A track record of shipping AI experiences that customers actually touch: from prototype to production, you've owned the full journey. - A track record of moving fast and experimenting: you prototype, test with real users, and iterate before committing to a full build. - Strong executive presence and the ability to influence without authority across engineering, design, GTM, leadership, and customers. - Experience working with enterprise customers and navigating the complexity that comes with them. - Deep understanding and empathy for users, and a proven track record of translating that empathy into product decisions. - The kind of genuine curiosity about AI that shows up in what you build on the side, the tools you use every day, and the opinions you've formed from actually getting your hands on things. - A passion for Affinity and the problems we are solving for dealmakers. 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. 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 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 $176,000 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. 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. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.