Palo Alto, California, United States · Hybrid
$150k–$180k/yr
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+ …
Skills: Sales operations, Revenue operations, Salesforce, Pipeline forecasting, Data analysis
Palo Alto, California, United States · Hybrid
$132k–$182k/yr
About Us Rivian and Volkswagen Group Technologies is a joint venture between two industry leaders with a clear vision for automotive’s next chapter. From operating systems to zonal controllers to cloud and connectivity s…
Skills: Technical program management, Systems engineering, Hardware development lifecycle, Software development lifecycle, Test and validation
Palo Alto, California, United States · Hybrid
$199k–$274k/yr
Company Description Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant® is transforming patient care and acc…
Skills: Program Management, Project Management, Product Development, NGS Assays, IVD
Palo Alto, California, United States · Hybrid
$192k–$264k/yr
About Us Rivian and Volkswagen Group Technologies is a joint venture between two industry leaders with a clear vision for automotive’s next chapter. From operating systems to zonal controllers to cloud and connectivity s…
Skills: HRIS implementation, Workday, Rippling, HiBob, Ashby
Palo Alto, California, United States · On-site
$110k–$150k/yr
Pivotal is the leader in the emerging market of electric Vertical Takeoff and Landing (eVTOL) aircraft. We design, develop, and manufacture light eVTOL aircraft and are renowned for the BlackFly aircraft the world's firs…
Skills: Change management, Configuration management, PLM administration, 3DEXPERIENCE, Epicor
Palo Alto, California, United States · Hybrid
G'day! We are ServiceRocket🚀, a global tech-enabled services company headquartered in Palo Alto, California. Our purpose is to be the single most reliable partner in the acceleration of your growth. At ServiceRocket, we…
Skills: Account management, Sales, MEDPICC, Strategic account planning, Atlassian product suite
Palo Alto, California, United States · Hybrid
About Nu Nu is the leading digital bank in Latin America, serving 135 million customers across Brazil, Mexico, and Colombia. The company has been leading an industry transformation by leveraging data and proprietary tech…
Skills: Product Design, Mobile Design, User Experience, Fintech, Blockchain
Palo Alto, California, United States · Hybrid
$235k–$310k/yr
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in m…
Skills: Global equity compensation, Executive compensation, Employee stock plans, Securities law, International tax
Palo Alto, California, United States · On-site
The Housekeeping Team Leader is responsible for the immediate supervision of members of the housekeeping department. The Team Leader will supervise and inspect the work assigned. Responsibilities include but not limited …
Skills: Supervision, Housekeeping operations, Quality control, Inventory management, Conflict resolution
Palo Alto, California, United States · Remote OK
$160k–$170k/yr
Ascendis Pharma is a dynamic, fast-growing global biopharmaceutical company with locations in Denmark, Europe, and the United States. Today, we're advancing programs in Endocrinology Rare Disease and Oncology. Here at As…
Skills: Clinical trial management, ICH-GCP, Veeva Vault, eTMF, CTMS
Palo Alto, California, United States · On-site
About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we con…
Skills: Product management, Automated driving, Driver assistance, Robotics, Strategic planning
Palo Alto, California, United States · On-site
About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we con…
Skills: Electrical systems validation, Team leadership, Test planning, Hardware validation, Data analysis
Palo Alto, California, United States · Hybrid
$100k–$163k/yr
Senior Product Manager, Consumer AI Assistant — Mobile About the Role We are looking for a Senior Product Manager to lead the strategy and execution of our consumer AI assistant on mobile. You will own two critical outco…
Skills: Product management, Consumer mobile products, Conversational AI, Generative AI, Product strategy
Palo Alto, California, United States · Hybrid
$115k–$163k/yr
Senior Product Manager, Consumer AI Assistant — Mobile About the Role We are looking for a Senior Product Manager to lead the strategy and execution of our consumer AI assistant on mobile. You will own two critical outco…
Skills: Product management, Consumer mobile products, Conversational AI, Generative AI, Product growth
Palo Alto, California, United States · On-site
$80k–$95k/yr
Position Title: Chef Manager Salary: 80,000-95,000 Other Forms of Compensation: Our Passion is Food! At Bon Appetit Management Company we are committed to two things, great food and outstanding service! At Bon Appetit yo…
Skills: Culinary management, P&L accountability, Menu development, Cost controls, Purchasing
Palo Alto, California, United States · Remote Solely
$221k–$457k/yr
Global Account Manager - HPE Financial Services (California) This role has been designated as ‘Remote/Teleworker’, which means you will primarily work from home. Who We Are: Hewlett Packard Enterprise is the global edge-…
Skills: Account management, Strategic planning, Consultative selling, Executive relationship building, Revenue growth
Palo Alto, California, United States · Hybrid
About Nu Nu is the leading digital bank in Latin America, serving 135 million customers across Brazil, Mexico, and Colombia. The company has been leading an industry transformation by leveraging data and proprietary tech…
Skills: Mobile architecture, iOS development, Android development, Technical strategy, Product engineering
Palo Alto, California, United States · Hybrid
$74/hr–$99/hr
If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day - 08 Hour (United States of Americ…
Skills: Marketing strategy, Relationship building, Project management, Strategic planning, Market research
Palo Alto, California, United States · On-site
$23/hr–$26/hr
THE ROLE Avocado is currently looking for a Retail Brand Experience Assistant Store Manager to be part of our team in Palo Alto, California This is a non-exempt position, meaning it is hourly and you are entitled to over…
Skills: Retail management, Team leadership, Customer experience, Inventory management, Sales goals
Palo Alto, California, United States · Remote OK
Palo Alto University (PAU), a private, non-profit university, founded in 1975 and located in the heart of Northern California’s Silicon Valley, is a community grounded in values of social justice, dedicated to addr…
Skills: Program management, Academic operations, Project management, Course scheduling, Student onboarding
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The Sales Operations Manager will oversee pipeline tracking, forecasting, and revenue operations to ensure data accuracy and process efficiency. They will act as a key partner to the CRO by managing territory reporting, CRM hygiene, and providing actionable insights for leadership.
Candidates must have 5+ years of experience in sales or revenue operations with deep proficiency in Salesforce. Strong analytical skills and the ability to serve as a source of truth for executive-level reporting are essential.
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.
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.
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
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.
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
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.
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.
Transforming the Private Market Investing Experience
Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms with modern infrastructure to seamlessly build and manage high-quality alternative portfolios with one modern technology interface.
Offices: Palo Alto, CA 94301, US
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