• Identify, qualify, and drive cross-sell and upsell opportunities within the existing customer base • Work closely with Account Executives and Customer Success to plan and execute smart expansion strategies • Understand customer needs and challenges to create value through AI agents, features, or modules • Clearly and persuasively explain new features, modules, and use cases with a focus on customer outcomes and measurable business impact • Build and manage your own expansion pipeline end-to-end • Proactively relay insights from customer conversations to the Product and GTM teams and help shape future features.

• Focus on growing and expanding our existing customer base. • Work closely with Account Executives and Customer Success Managers to identify opportunities for cross-sell and upsell. • Learn how customers use Synera today and Spot areas for additional automation or AI agents. • Build and manage an expansion pipeline, from opportunity identification to deal support and close. • Share insights from customer conversations with Product and GTM teams to help shape future features and positioning.

• Responsible for identifying and developing strategic business relationships with a broad spectrum of cross-industry clients. • Working closely with the Team Leaders and Senior Management to identify prospective client company prospects. • Develop new business opportunities that support our Company's overall growth strategy. • Target Senior Level Hiring Managers and Human Resources leaders actively promoting our Executive Recruiting and Recruitment Services. • Achieve set sales goals by signing up new clients seeking our services. • Maintains a sales database within CRM.

• Own sales and business development across LPs and GPs, including family offices, pensions, endowments, foundations, wealth managers, and RIAs • Attend conferences, roadshows, and industry events regularly to build relationships and source opportunities • Proactively generate leads through cold outreach, calls, emails, LinkedIn, warm introductions, and networking • Act as a visible representative of Tangible in the market and in industry events • Build and manage a strong pipeline from first conversation through close • Collaborate closely with internal teams on positioning, messaging, and strategy • Maintain strong organization and discipline around pipeline, follow-ups, and activity tracking • Use data and insight to continuously refine outreach and sales approach