Expa

Analyst

• Review AI-generated fund reports against institutional-grade standards
• Evaluate document classification and extraction quality
• Improve scoring and benchmarking models
• Define what 'good' looks like
• Translate LP workflow into product requirements
• Build fund intelligence content
• Stay current on market trends

Fund Analyst

Manager

• Manage relationships with a portfolio of business brokers
• Run regular check-ins to understand deal pipelines, challenges, and opportunities
• Provide practical coaching on workflows, platform usage, and best practices
• Build trusted relationships and proactively identify risks or growth opportunities
• Collect and synthesize broker feedback through conversations and surveys
• Lead onboarding for new brokers through live walkthroughs and follow-ups
• Train customers on platform features, deal workflows, and operational best practices
• Create scalable enablement content (guides, short videos, FAQs)
• Monitor usage and proactively support brokers to drive adoption and retention
• Design and host virtual events such as workshops, trainings, and community sessions
• Encourage knowledge-sharing and highlight broker wins and success stories
• Communicate product updates, tips, and best practices to customers
• Act as the 'voice of the broker' internally by identifying patterns in feedback
• Partner closely with Product, Growth, and Operations to improve broker outcomes

Broker Experience Manager

Attorney

• Review prenups on our digital platform
• Flag important clauses, and provide comments to your client
• Review and respond to comments from opposing counsel
• Ensure client understands terms of prenuptial agreement and answer any questions they may have

Family Law Attorney – Contract

Customer Success Manager

• Own relationships with a portfolio of business brokers (independent and team-based)
• Run regular 1:1s and check-ins with brokers to understand their pipeline, active deals, and bottlenecks
• Coordinate the rollout of broker engagement and feedback surveys; synthesize results and share insights with the team
• Deliver “hard” feedback in a friendly, non-threatening way
• Become an expert power user of the Iconic web app and broker workflow
• Onboard new brokers: run live walkthroughs, Q&A, and follow-ups to ensure they’re fully set up
• Train brokers on lead and deal management workflows
• Create and maintain scalable enablement materials
• Proactively monitor adoption and usage; reach out when brokers under-utilize key features or are at risk of churn
• Design and run a consistent cadence of community experiences
• Drive engagement across channels (Slack, Zoom, webinars, occasional in-person gatherings)
• Create ongoing written content tailored to brokers
• Act as the internal advocate for brokers and communicate structured feedback to product, engineering, and leadership