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Affinity.co logo
Affinity.co

The CRM for private capital—with Relationship Intelligence.

Solutions Engineer

Solutions EngineerSolutions EngineerFull TimeRemoteJuniorTeam 201-500Since 2014Company SiteLinkedIn

Location

United States

Posted

135 days ago

Salary

$123K - $154K / year

Seniority

Junior

Bachelor Degree1 yr expEnglishSalesforce

Job Description

Solutions Engineer

Affinity.co

• 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.

Job Requirements

  • 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 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.

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