Enterprise Customers Success & Sales Operations Manager North America

Reposted One Month Ago
Hiring Remotely in New York, NY, USA
In-Office or Remote
Mid level
Fintech • Software • Financial Services
The Role
Lead revenue operations, CRM administration, and enterprise customer success for private-markets clients. Design GTM strategy, KPIs, and automated workflows; oversee marketing alignment; recruit and ramp commercial hires; represent the company at industry events; ensure regulatory/compliance alignment (FINRA a plus). Drive pipeline velocity, retention, and expansion for institutional accounts.
Summary Generated by Built In
Location: Remote, must be based in North America
Employment Type: Contract
Travel Requirements: Travel to conferences, roadshows, and in-person meetings as needed
About Tangible
Tangible is a fast-growing, tech-driven platform providing liquidity solutions to LPs and GPs in the private-markets secondaries space. By combining deep sector expertise with modern infrastructure, we unlock liquidity across private equity, private credit, and real assets. Our platform enables investors to move faster and smarter in an evolving market.
We are seeking a high-impact Manager to serve as the operational and strategic backbone of our commercial organization — the effective "COO" of our go-to-market function. Your mission spans revenue operations, enterprise customer success, marketing oversight and regulatory responsibility.
Tasks
Revenue Operations & Sales Leadership
* 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.
Enterprise Customer Success
* 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.
Marketing Supervision
* 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.
Market Presence & Networking
* 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.
Regulatory & Compliance
* Being FINRA registered is a plus with Series 82 or equivalent.
Hiring & Sales Team Build-Out
* 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. You must understand the nuances of selling to family offices, pensions, endowments, and RIAs.
* RIA & Wealth Manager Experience: Direct, hands-on experience working with RIAs and independent wealth managers is strongly preferred (including understanding their operational structures, decision-making processes, and the compliance considerations that govern how they engage with alternative investment products).
* 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. This offer is contingent on satisfactory completion of background and reference checks.
If you bring the expertise, the drive, and the hunger to shape the future of private markets alongside a world-class team of engineers, ex-bankers, and startup operators, we'd love to hear from you.

Skills Required

  • 3+ years of relevant experience in US private markets
  • Demonstrated ability to design and implement automated workflows, CRM systems, and data-driven sales operations
  • Experience administering and maintaining CRM, pipeline management, and data hygiene
  • Proven track record selling to institutional investors in the US private markets landscape
  • Private equity expertise and knowledge of selling to family offices, pensions, endowments, and RIAs
  • Direct experience working with RIAs and independent wealth managers
  • Experience building, hiring, onboarding, and ramping SDRs and commercial teams
  • Analytical rigor with ability to establish KPIs, segmentation, pricing models, and measure marketing performance
  • Startup mindset and ability to operate across strategy and tactical execution
  • Authorization to work in the United States and Canada (must be authorized)
  • FINRA registration (Series 82 or equivalent)
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The Company
46 Employees
Year Founded: 2023

What We Do

Tangible Markets provides technology and workflow tools to facilitate secondary market transactions for limited partners, general partners, and wealth managers. The company offers a digital platform featuring liquidity solutions for the private equity ecosystem, including exclusive targeted auctions and a SaaS-based internal marketplace for standardized trading. Additionally, Tangible acts as a clearing house, aggregating smaller stakes to attract institutional buyers and enhance liquidity.

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