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Solutions Engineer

USA (Remote)
 

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.

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.

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