• Act as a trusted partner to Sales leadership • Ensure pipeline accuracy and forecast reliability • Audit pipeline health and sales processes • Develop and implement operational standards • Provide actionable insights on sales performance

• Own end-to-end Revenue Program Management: Maximise global revenue using AI-integrated, agent-based support to boost sales productivity and efficiency. • Translate strategy into AI-driven sales plays: Turn growth plans into sales plays and manage inspection schedules, using AI to standardise workflows, personalise and increase sales. • Drive execution and field adoption: Incorporate revenue programmes into daily sales routines (e.g. pipeline reviews, deal inspections) and ensure consistent execution with data- and AI-driven insights. • Focus on applied execution and AI adoption: Develop training to support outbound sales and expansion, focusing on real-world application, ensuring AI tools are used in live deals and pipeline generation. • Ensure alignment across Go to Market initiatives: Work closely with the sales, marketing, customer success and product teams to ensure effective execution across all revenue channels.

• 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.

Role Description Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. - Serve as the CRM system guide for specific Enterprise clients. - Perform day-to-day execution and task completion; provide frequent status updates, and be responsible for timely completion of assigned tasks. - Communicate at risk, escalated issues, and barriers to the client team. - Ensure data quality auditing and clean-up of CRM system for Enterprise clients. - Serve as the main point of contact for client team questions regarding CRM system even when not directly responsible for the process. - Respond to emails promptly and proactively; manage client team and other internal teams’ responses for timeliness/accuracy. - Communicate effectively with internal partners for analysis/resolution of complex issues or project impacts. - Expected to serve as back-up support for other Operation Specialists in the region. - Identify and resolve escalations or issues with strong emphasis on patterns, trends, and root cause analysis; assist with problem solving for recurring issues. - Identify process improvements for existing processes and support creation of new processes with emphasis on up/downstream impacts. - Support maintenance of documentation/training; assist in the delivery of training. - Actively seek additional knowledge of department, tools, and systems. - Solicit and accept coaching and feedback to enhance performance. - Work well with others and consistently perform to the best of ability. Qualifications - 1+ years research experience. - Hardworking self-starter who can juggle multiple projects, follow-up, and exhibit creative problem solving. - Strong ability to work closely with various cross-functional groups. - A creative problem solver who brings innovative ideas, new perspectives, and a wealth of enthusiasm. - Excellent verbal and written communication skills, organizational and relationship skills. - Demonstrated responsiveness to colleague and leadership requests. - Bachelor’s degree or equivalent experience in Business or related major. - Excellent Microsoft Office skills (Excel, PPT, Word, etc.). - Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (i.e. Eloqua). - Expertise in data visualization/business intelligence platforms (Tableau, Power BI) would be a plus. Benefits - Comprehensive benefits package. - Encouragement of an inclusive workforce. - Agile environment allowing management of wellbeing and work/life balance. - Two “Global Wellbeing Days” each year to focus on personal wellbeing. - Variety of working style solutions for colleagues. - Continuous learning culture that inspires and equips you to learn, share, and grow. - Commitment to an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.