Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $ 5B+ in assets on the platform.
As the Relationship Management organization scales into two distinct motions — Capital Formation & Wealth Advisory Solutions— Allocate needs a single owner for the operating rigor that keeps both motions accountable, forecastable, and clean. This role is the CRO's right hand on data and process: you build the systems that turn activity into a trustworthy number.
Define and maintain pipeline stage gates for each sales and product motion (advisory vs. structured enterprise pursuit), including renewals and expansion
Track pipeline creation, velocity, and conversion by stage, rep, and surface area; flag stalled or at-risk opportunities before they become forecast misses
Build and run forecasting by product/motion (Capital Formation & Advisory vs. Platform Sales), rolling up to a company forecast and ARR goals
Own forecast cadence and accuracy tracking against actuals — the source of truth the CRO and board rely on
Report call and meeting volume/quality by rep and by team
Surface leading-indicator activity metrics to the CRO, CXO, and CEO ahead of pipeline reviews
Build territory/account coverage reports across GPs, family offices, and advisors (Capital Formation) and enterprise buying groups (RIAs)
Partner with the CRO on account ownership assignment and overlap resolution, ensuring single ownership across existing and greenfield accounts
Provide white-glove client experience and business continuity support for RM changes by aligning Associate Relationship Managers with each account
Support Relationship Managers with strategic list pulls and targeting for marketing events and campaigns
Run aging reports on open opportunities, stalled deals, active onboarding, and overdue next steps
Maintain Salesforce hygiene: data completeness, required-field enforcement, lead dedup across both teams, and ownership-field accuracy
Help redefine the RM process end-to-end: stage definitions, exit criteria, and instrumented funnel metrics
Drive action items from the biweekly cross-team pipeline review cadence
Partner with Finance on revenue recognition inputs and unit economics data & prepare board- and investor-ready reports for the CEO
Forecast accuracy improves quarter over quarter, by product/motion and in aggregate
CRM data is clean by default, no manual scrubbing before a board meeting
Pipeline reviews run on real, current data with zero “let me check and get back to you”
Account ownership is unambiguous
RMs spend less time on reporting, more time selling. This role absorbs that overhead.
5+ years in sales ops / revenue ops, ideally in a company running multiple distinct sales motions
Deep Salesforce fluency. Not just reports and dashboards but using it to create real operational leverage
Comfortable being the source of truth on numbers that go to the CEO and board
Detail-oriented on hygiene, but able to zoom out to forecasting and process design
Experience in fintech, wealth management, or private markets is a plus, not a requirement
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.
Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.
Fully Hybrid Position
Travel may be required for company offsites
Broadband internet connection required
Location: All I-9 eligible candidates will be considered
Salary: $150,000+ base, with bonus and equity eligibility
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
Employment: Full-time
The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.
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Angie Davidson— LinkedIn profile, opens in a new tab
Sr. Recruiter
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AllocateAllocate is a fintech platform providing private markets infrastructure for wealth advisory firms, family offices, and asset managers. Its software helps them source, launch, administer, and manage private market funds and client portfolios in one interface.
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