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Private capital CRM for deal sourcing and relationship management

Chief Executive Officer

Co-Founder, Board Director

Friends & Family Capital Portfolio

Indian-origin Anil Chakravarthy to take over as Adobe CEO

Fidelity Bank Completes the Acquisition of Affinity Bancshares, Inc. and Affinity Bank

Affinity Sees Surge in Private Equity Adoption as Firms Embrace AI-Powered Relationship Intelligence

Customer Success Specialist, Scale

Affinity is an AI-first CRM company serving private capital firms. The Customer Success Specialist will manage a large global portfolio of Scale customers, driving adoption, mitigating renewal risk, and expanding revenue while designing scalable customer programs, playbooks, campaigns, and data-driven engagement strategies from onboarding through renewal.

Staff Software Engineer

Affinity is an AI-first CRM for private capital that helps firms turn relationship intelligence into action across the investment lifecycle. The Staff Software Engineer will set technical direction for a core product domain, lead complex initiatives, partner with product and design, and contribute hands-on across backend and frontend systems. The role also includes mentoring engineers, improving reliability and performance, and guiding effective use of AI development tools.

Senior Director of Product Management

Affinity is an AI-first CRM for private capital that helps dealmakers turn relationship signals into action. The Senior Director of Product Management will lead the entire product management team, oversee its operating cadence and development, and partner with engineering, design, marketing, and product leadership to shape the company’s product strategy and execution.

Revenue Systems Engineer

Affinity is an AI-first CRM company helping private capital firms turn relationship intelligence into action across the investment lifecycle. The Revenue Systems Engineer will design, administer, and optimize Salesforce and the broader go-to-market technology stack, while partnering with Sales, Customer Success, Finance, and Revenue Operations to improve workflows, data quality, automation, and user adoption.

Business Development Representative

Affinity is an AI-first CRM company serving private capital firms. The Business Development Representative will generate pipeline for the Private Capital CRM business through outbound prospecting, qualify inbound leads, collaborate with Account Executives and Marketing, and manage sales activity to meet or exceed quota.

Strategic Account Executive

Affinity is an AI-first CRM company serving private capital firms by transforming relationship intelligence into actionable insights across the investment lifecycle. The Strategic Account Executive will build and close new-account and expansion pipelines within the Private Capital CRM business, manage strategic enterprise sales activities, and collaborate with marketing, business development, customer success, and prospects to exceed quota.

Affinity is an AI-first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. The Strategic Account Executive will build and close net-new and expansion opportunities within the Private Capital CRM business, manage strategic account pipelines, collaborate across sales and customer success teams, and exceed revenue targets.

Mid Market Account Executive

Affinity is an AI-first CRM for private capital, helping firms turn relationship intelligence into action across the investment lifecycle. The Mid Market Account Executive will build and close new-account and expansion pipelines within the Private Capital CRM business by managing inbound leads, developing outbound opportunities, conducting customer meetings, forecasting sales, and exceeding quota.

Affinity (CRM)