Sales Operations Manager

Allocate•Palo Alto, CA

11d•$150,000 - $180,000•Hybrid

About The Position

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.

Requirements

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
Broadband internet connection required
All I-9 eligible candidates will be considered

Nice To Haves

Experience in fintech, wealth management, or private markets is a plus, not a requirement
Actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves.

Responsibilities

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