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