About the role

ABOUT ALLOCATE 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. ABOUT THE ROLE 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. WHAT YOU’LL OWN PIPELINE TRACKING & FORECASTING - 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 ACTIVITY & MEETING REPORTING - 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 TERRITORY & COVERAGE REPORTING - 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 Aging & Hygiene - 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 REVENUE OPERATING SYSTEM - 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 WHAT SUCCESS LOOKS LIKE - 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. WHO YOU ARE - 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 ESSENTIAL VALUES & CULTURE - 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 conventio