Enterprise Customer Success & Sales Operations Manager

Job not on LinkedIn

🕒 2 days ago

🇺🇸 United States – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

📊 Sales Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Tangible

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💸 Finance

🏪 Marketplace

💳 Fintech

Finance • Marketplace • Fintech

Tangible is a London-based financial technology company and secondary markets platform that provides liquidity solutions and advisory for institutional investors. It operates auction and liquidity hub products for closed-end and semi-liquid funds, serving limited partners (LPs), general partners (GPs), wealth managers and secondary liquidity providers. Tangible offers a tech suite and strategic/financial advisory for secondary transactions and works with regulated broker partners to facilitate securities offers.

📋 Description

• 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