Enterprise Customer Success & Sales Operations Manager

Tangible

Manager overseeing sales operations and customer success within Tangible, a tech-driven financial platform. Leading sales workflows, customer relationships, and marketing strategy in private equity markets.

Posted 6/1/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM systemsdata-driven sales operationspipeline managementKPI monitoringGTM strategymarket segmentationcustomer success frameworkperformance managementautomated workflowslead generation

Soft Skills

relationship managementstrategic thinkinganalytical skillscommunicationteam leadershipself-startertraining and developmentadaptabilitycollaborationproblem-solving

Certifications

FINRA registeredSeries 82