Revenue Manager

About Allocate

Allocate is building the operating system for private markets. Our platform gives wealth advisors, family offices, and qualified individuals streamlined access to institutional-quality venture capital, private equity, and private credit funds — automating fund discovery, subscription, and portfolio management. Since launch, Allocate has scaled to over $5 billion on the platform, serving more than 550 wealth advisory firms and institutional family offices.

The Role

Allocate is looking for a Revenue Manager to own revenue recognition and billing operations for a fast-scaling fintech platform. This role owns the revenue close process end to end, ensures billing data integrity across Salesforce and downstream systems, and builds the scalable processes, controls, and team Allocate needs as transaction volume and product complexity grow. This is a hands-on role with significant ownership and visibility into the finance function, reporting to the Controller.

What You’ll Do

• Own the end-to-end revenue recognition process in accordance with ASC 606, including contract review, deferred revenue schedules, and revenue journal entries.

• Manage the billing lifecycle from contract and order through invoicing, ensuring accuracy across Salesforce