Enterprise Customer Success & Sales Operations Manager

Role Overview

• Manage sales workflows, own pipeline velocity, and ensure performance across the full LP and GP lifecycle.
• Own and administer the CRM, maintaining pipeline discipline, data hygiene, and accurate stage tracking across all deals and contacts.
• Establish and monitor advanced quantitative and qualitative KPIs, maintaining rigorous discipline around follow-ups and activity tracking.
• Design and execute a multichannel GTM strategy, including target market segmentation, value proposition refinement, and pricing models.
• Build and own the customer success framework and knowledge base for institutional clients, ensuring long-term retention and expansion.
• Manage and cultivate strategic relationships with key institutional accounts as the primary point of commercial continuity post-sale.
• Oversee marketing output and strategy, ensuring alignment between commercial priorities and brand and content execution.
• Leverage analytics to measure marketing performance and continuously refine messaging and channel strategy.
• Attend conferences, roadshows, and industry events regularly to build relationships and source opportunities.
• Act as a visible and credible representative of Tangible in the private markets community.
• Being FINRA registered is a plus with Series 82 or equivalent.
• Lead the recruiting, onboarding, and ramp-up of SDRs and other commercial hires as the team scales, including role definition, compensation structures, and ramp targets.
• Establish training and performance-management cadences to ensure new hires reach productivity quickly and contribute meaningfully to pipeline coverage.

Requirements

• Private Equity Expertise: Exposure to private equity is strongly preferred.
• RIA & Wealth Manager Experience: Direct, hands-on experience working with RIAs and independent wealth managers is strongly preferred.
• Experience: 3+ years of relevant experience, with a proven track record in the competitive US private markets landscape.
• Analytical Rigor: Demonstrated ability to design and implement automated workflows, CRM systems, and data-driven sales operations.
• Startup Mindset: A self-starter who can transition from a CEO-level strategy conversation to building a lead-gen model in a single afternoon.
• Authorization: Must be authorized to work in the United States and Canada.

Benefits

• Travel to conferences, roadshows, and in-person meetings as needed