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Private capital CRM for deal sourcing and relationship management

Chief Executive Officer

Co-Founder, Board Director

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

Are AFBI, BLD, NSA Obtaining Fair Deals for their Shareholders?

Affinity Bancshares Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Affinity Bancshares, Inc. - AFBI

Account Executive I, Mid Market

Affinity is an AI-first CRM for private capital firms, using relationship intelligence to help investors source, evaluate, and win opportunities. The Account Executive I will build and close pipelines of new accounts and existing customers in the mid-market Private Capital CRM segment, manage inbound and outbound sales activity, drive expansion revenue, and 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.

Customer Success Operations Manager

Affinity is an AI-first CRM for private capital that helps firms turn relationship intelligence into action across the investment lifecycle. The Customer Success Operations Manager will drive the roadmap, insights, planning, and processes that scale the Customer Success organization, while partnering cross-functionally with CS leadership, Revenue Operations, Product, Finance, Data, and Systems. The role will oversee customer success strategy, operational models, metrics, tooling, budgeting, and actionable recommendations for leadership and Customer Success Managers.

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 own Salesforce and the broader go-to-market technology stack, ensuring systems are adopted, reliable, and performant. The role will also manage revenue workflows, data quality, releases, integrations, AI automation, documentation, and stakeholder support.

Account Executive I, Strategic

Affinity is a CRM company that empowers dealmakers through its Relationship Intelligence platform. In this role, you will be responsible for building and closing a pipeline of new accounts and existing customers within the Private Capital CRM business, focusing on strategic segments.

Senior Product Designer

Affinity is a relationship intelligence platform that helps dealmakers find, manage, and close more deals by leveraging the power of their network. As a Senior Product Designer at Affinity, you’ll have the opportunity to fundamentally change the way people leverage their relationships to do business, working on complex, data-rich SaaS products to create intuitive and delightful user experiences.

Affinity is a relationship intelligence platform that helps dealmakers find, manage, and close more deals by leveraging the power of their network. As a Senior Product Designer, you will fundamentally change the way people leverage their relationships to do business by working on complex, data-rich SaaS products to create intuitive and delightful user experiences.

Affinity (CRM)