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Enterprise Customers Success & Sales Operations Manager North America
Skills
Analytical SkillsCustomer Relationship ManagementKey Performance IndicatorsMarketingOperationsRecruitingSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3+ years of relevant experience in the US private markets landscape
- Exposure to private equity and understanding of family offices pensions endowments and RIAs
- Hands-on experience with RIAs and independent wealth managers
- Ability to design automated workflows CRM systems and data-driven sales operations
- Must be authorized to work in the United States and Canada
- FINRA registration with Series 82 or equivalent is a plus
Nice to have
- Analytical rigor
- Startup mindset
- High-impact
- Self-starter
- Commercially minded
Day to day
- Manage sales workflows and drive pipeline velocity across the full LP and GP lifecycle.
- Own the CRM and enforce disciplined data hygiene, accurate stage tracking, and consistent follow-up activity.
- Build customer success frameworks for institutional clients, oversee marketing alignment, and support recruiting and ramp-up of commercial hires.