• As a pivotal member of the Customer Success team, you'll cultivate and nurture relationships with both new and existing clients to facilitate seamless onboarding and ensure their sustained success. • Take ownership of client onboarding processes, ensuring a smooth transition by overseeing timely tech setup within client parameters, which includes database integration and providing scripts to website developers. • Spearhead and participate in all introductory calls with new clients, serving as a primary point of contact to address queries and set clear expectations. • Craft personalized onboarding plans in collaboration with clients, guiding them through the process and aligning goals for mutual success. • Collaborate closely with all stakeholders to orchestrate effective training sessions for both clients and sales representatives, ensuring comprehensive understanding and continuous adaptation to evolving needs. • Prepare and deliver comprehensive reports to clients, offering insights, influencing action, and providing valuable perspectives to drive informed decisions. • Participate in quarterly reviews with dealer groups, actively engaging in discussions to address concerns and explore opportunities for improvement. • Provide exceptional customer service to all stakeholders, offering prompt responses to inquiries and proactively addressing any client issues or concerns. • Demonstrate a deep understanding of clients' unique challenges, actively investigating team requirements, identifying potential issues, and proposing innovative solutions to enhance client experience. • Display a passion for process improvement, system optimization, and product enhancement, proactively identifying areas for enhancement and recommending actionable solutions to elevate product performance and customer satisfaction.

• Build and maintain relationships with clients and insurance carriers • Conduct coverage analysis for commercial prospects and clients, and gain a clear understanding of the scope of their business • Coordinate efforts and introduce resources to control or mitigate risk exposures • Deliver exceptional and timely service • Consistently increase knowledge through research and trends in products, staying up-to-date on current topics in the insurance and risk management marketplace****

• Make Argyle a key ecosystem partner, expanding distribution for all Argyle products in systems our client's use • Support implementation of technical product integrations/partnerships, including providing recommended API integration paths and step-by-step guidance to partners • Share partner and product knowledge internally, building out and maintaining partner hubs to keep the company aware of how Argyle is implemented in the ecosystem • Share roadmap features and new releases externally, working with partners to integrate the latest Argyle products/features into their offerings • Be highly cross functional. This person should work with the product team to improve product integrations and guide roadmap, the marketing team to market new integrations, and the sales and customer success teams to sell and onboard new clients onto our partnerships • Track the success of partnerships end-to-end, including key metrics (conversion, usage, volume) and revenue of each partnership. Share metrics with partners and find ways to optimize integrations to drive key metrics.

• Own and grow relationships with LPs, GPs, and intermediaries • Act as the primary client-facing point of contact throughout the transaction lifecycle • Identify and qualify new liquidity opportunities • Represent Tangible in client meetings and industry events • Coordinate due diligence, documentation review, and deal progression • Contribute to financial analysis and valuation discussions • Stay current on secondary market trends and pricing dynamics • Collaborate closely with US and UK deal teams across time zones