Operations

About This Role

Small business owners don't have a CFO, a finance team, or an analyst they can call. For most of them, managing money is something that happens late at night, between everything else that actually runs their business.

Your job is to make sure every customer gets the full value of what Affiniti offers, deepening product adoption, expanding relationships, and keeping churn off the table before it's ever a conversation. You'll need enough financial fluency to get into the weeds when something breaks or a report doesn't look right, and enough commercial instinct to spot an expansion opportunity in the middle of a support call.

As the face of our platform to the customers who depend on it, you'll build the kind of relationships where you know their business almost as well as they do.

Key Responsibilities

• This role is all about being the voice of our customers. You'll be reaching out to 100 business owners a day, traveling across the country to meet with customers, and hustling every step of the way. You'll fully embody the customer experience.

• Develop and maintain strong relationships with both new and existing high-value customers, ensuring their needs are met while overseeing all health reporting across individual accounts and the full portfolio.

• Drive spend across the entire portfolio by owning retention, adoption, expansion within existing products.

• Collaborate with product, support, and marketing teams to provide informed recommendations into Affiniti's product roadmap & customer communication strategy that enhance the customer experience and drive efficiencies throughout the account lifecycle

• These responsibilities are just the beginning! We encourage you to be an owner and contribute wherever you observe opportunities to grow our business that align with your skills and interests.

Qualifications

• Minimum 1 year of quota-carrying experience in a full-cycle account lifecycle role (SDR / AE / AM), with demonstrated ability in prospecting, qualifying, negotiating, closing, nurturing, and upselling.

• Proven track record of driving product revenue growth into the multi–seven-figure range through upselling, retention, and related strategies.

• Excellent verbal and written communication skills

• Experience at an early stage hypergrowth startup.

• Comfortable working with CRM tools (e.g. HubSpot), spreadsheets, and BI dashboards

• Confident in executing outbound marketing campaigns across channels such as email, direct mail, SMS, phone outreach, and more.

• Experience upselling into SMB owners or non-tech buyer personas strongly preferred

• A high ownership, do what it takes mentality, that doesn't see a job as "just a job"

Work Authorization

Candidates must be currently authorized to work in the United States. For this role, we are considering candidates who are U.S. citizens, U.S. lawful permanent residents (Green Card holders), or individuals who otherwise currently hold valid authorization to work in the United States.

Equal Opportunity Employment

Affiniti is an equal opportunity employer. We are committed to building a diverse and inclusive workplace and consider all qualified applicants for employment without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local law.

Affiniti provides reasonable accommodations to qualified individuals with disabilities and applicants with disabilities throughout the recruiting process, consistent with applicable law.