About The RoleAs 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 OwnPipeline 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
Additional Details- 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.
