---
title: 'Sales Operations Manager at Allocate'
canonical: 'https://feeny.ai/job/sales-operations-manager-allocate-palo-alto-fnbzxdtckv0p'
type: 'job'
last_seen: '2026-09-07'
---

# Sales Operations Manager at Allocate

- **Company:** Allocate
- **Location:** Palo Alto, CA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-27
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/allocate/ac0f7123-32e6-42ce-9cfb-1d2b2f5cf5d8

## Job description

## 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 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.

## 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.

## About Allocate

## Company Overview
- **One-liner**: Allocate builds the operating system and infrastructure layer that connects wealth advisors and asset managers for private markets investing.
- **Entity Type**: Private (Funding Stage: Series C – $60.8M total raised)
- **Headquarters**: Palo Alto, California, United States
- **Founded**: 2021
- **Founders**: Samir Kaji (Co-Founder, CEO & President) and Hana Yang (Co-Founder, CXO)

## Core Business
- **Primary industry**: Financial Services / Private Markets Infrastructure
- **Target customers**: Wealth advisory firms (RIAs from $500M to $250B+ in AUM) and institutional asset managers operating in the wealth channel.
- **Mission or purpose**: To build the private markets operating system for the wealth channel – bringing an end-to-end institutional-grade solution around structure, controls, and reporting.

## Products & Services
- **Allocate Platform (Operating System for Private Markets)**: A unified technology platform that handles subscriptions, capital flows, portfolio operations, and AI-powered workflows. Enables wealth advisors to curate opportunities, create white-labeled feeder vehicles, and track performance across their entire private markets program.
- **Integration Layer**: Works alongside existing reporting platforms (e.g., major wealth advisor reporting systems) rather than replacing them, minimizing disruption and operational lift.
- **AI-Powered Workflows**: Extracts data from fund documents, structures comparisons, and updates portfolios from manager reports automatically.
- **Curated Investment Opportunities**: Allocate offers a vetted selection of private markets offerings that meet platform eligibility criteria, augmenting advisors’ own diligence efforts.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: $4.5B+ assets on platform; 1,500+ private asset manager relationships; 370+ wealth advisory firms trust Allocate (as of mid-2026). Estimated annual revenue of $1.0M (per LinkedIn data – likely a proxy estimate; not officially confirmed).
- **Total Funding**: $60.8M from institutional investors including top-tier VCs (specific lead investors not named in provided materials, but described as “long-term institutional investors”).
- **Notable Investors/Partners**: Not individually listed in source, but backed by institutional investors; leadership includes alumni from First Republic, J.P. Morgan, SS&C, Carta, Morgan Stanley, Fidelity, AngelList.
- **Growth Signals**: 73 employees as of 2026 (+16.7% YoY). Serving 370+ wealth advisory firms (up from 325+ at end of 2025, per February 2026 news). Co-founder Hana Yang named to Inc.’s 2026 Female Founders 500 List. Presence in Canada and Brazil.

## Competitive Advantages
- **Dual-sided platform**: Serves both wealth advisors and asset managers – complete capital flow coordination rather than a one-sided tool.
- **Infrastructure layer**: Focuses on automating manual processes (subscriptions, vehicle administration, portfolio tracking) that create bottlenecks in private markets.
- **Integration-first approach**: Does not require replacement of existing reporting systems, reducing friction for adoption.
- **Scale**: Built for firms from $500M to $250B+ in AUM, with institutional-grade compliance (SOC 2 Type II), role-based permissions, and audit trails.
- **Founder expertise**: Samir Kaji (26 years in private markets, hosted “Venture Unlocked” podcast) and Hana Yang (15+ years, former Managing Director at First Republic, Kauffman Fellows) bring deep domain knowledge.

## Strategic Focus
- Continue scaling the platform to capture the $3T projected wealth channel capital into private markets by 2029.
- Deepen AI capabilities to automate repetitive fund document processing and portfolio updates.
- Expand integration partnerships with major wealth advisor reporting platforms.
- Grow relationship management team (open roles in RIA relationship management across East/West Coast) to onboard more advisory firms and asset managers.

## Why Work Here
- **Culture**: Emphasizes “relentless problem-solving” and “extreme client service” – described as builders who care deeply about client experience, operational rigor, and systems thinking.
- **Work Environment**: Flexible remote/hybrid policy (some roles fully remote, e.g., Information Security Lead; others based in Palo Alto office). Offers responsible time off (RTO) and comprehensive health, dental, and vision plans.
- **Growth & Impact**: Join a fast-growing fintech with institutional backing and a clear mission to fix infrastructure in a huge market. 73 people scaling rapidly – opportunity to shape engineering, product, and operations.
- **Diversity & Inclusion**: Co-founder Hana Yang is a prominent female leader in venture; the company likely values diverse perspectives (Women In Venture initiative founder).
- **Benefits**: Parental & family leave, flexible work environment, and a focus on professional development.

## Sources
1. [allocate.co/about](https://allocate.co/about)
2. [allocate.co/careers](https://www.allocate.co/careers)
3. [allocate.co](https://allocate.co/?tpcc=NL_Marketing)
4. [linkedin.com/company/allocateco](https://www.linkedin.com/company/allocateco)
5. [jobs.ashbyhq.com/allocate](https://jobs.ashbyhq.com/allocate)

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