Palo Alto, California, United States · Hybrid
$135k–$160k/yr
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, pri…
Skills: Revenue recognition, Billing operations, ASC 606, Salesforce, Accounting
Palo Alto, California, United States · On-site
$107k–$201k/yr
Business Unit What the Role EntailsSpearhead the promotion and successful launch of WeChat Payment services with new and existing overseas merchants, focusing on expanding market reachLead cross-functional collaboration …
Skills: Business development, Payment industry, Fintech, Strategic partnerships, Market expansion
Palo Alto, California, United States · On-site
$90k–$110k/yr
What do benefits, membership to a state-of-the-art fitness center, up to 20 paid holidays, PTO and working at the JCC have in common? Read below to find out! Pay Range: $90,000-$110,000 /annual The Place: The Oshman Fami…
Skills: Facility management, Team leadership, Vendor management, Project management, Building maintenance
Palo Alto, California, United States · On-site
$27/hr–$28/hr
The Teen Coordinator will assist in implementing all teen programs and initiatives. Specific responsibilities include building relationships with youth and teens; collaborating with community partners, such as local scho…
Skills: Youth development, Program management, Leadership, Customer service, Communication
Palo Alto, California, United States · Hybrid
About the Role As Nclusion scales gaming and lottery operations across the DRC, Haiti, and other emerging markets, our vendor and equipment supply chain has to keep pace — and it doesn't run on standard playbooks. The Su…
Skills: Procurement operations, Vendor management, Purchase requisitions, PO processing, Zip platform
Palo Alto, California, United States · On-site
$203k–$224k/yr
Obsidian Security is the leading SaaS security platform, trusted by global enterprises like Snowflake, T-Mobile, and Algolia. We protect 200+ organizations across North America, Europe, the Middle East, Southeast Asia, A…
Skills: Okta, Jamf Pro, Terraform, OpenTofu, Infrastructure as code
Palo Alto, California, United States · Hybrid
$130k–$180k/yr
About Typeface We help the world’s biggest brands move from brief to fully personalized campaigns — in days, not months. Founded by Abhay Parasnis and backed by Microsoft, GV, Salesforce, Lightspeed, Madrona and Menlo, w…
Skills: Accounting operations, US GAAP, Month-end close, Accounts payable, Accounts receivable
Palo Alto, California, United States · On-site
$180k–$280k/yr
About Inflection AI Inflection AI is a Public Benefit Corporation empowering people with human-centered, emotionally intelligent AI. We’re shaping the future of AI by combining emotional intelligence (EQ) and raw intelli…
Skills: Product marketing, Content strategy, Editorial management, Market intelligence, Competitive analysis
Palo Alto, California, United States · On-site
$27/hr–$28/hr
$22.24 - $29.60 per hour Job Title: Site Leader Summary: As the Site Leader, you play a pivotal role in the daily operations of our small-site, embodying a beacon of support and guidance for our dedicated team. Your miss…
Skills: Operations management, Team leadership, Customer service, Mail room operations, Copy center management
Palo Alto, California, United States · On-site
$143k–$200k/yr
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead in Core Foundational Platforms , you will be respo…
Skills: Technology risk management, Cybersecurity, Regulatory compliance, Risk mitigation, AI risk governance
Palo Alto, California, United States · On-site
$89/hr–$117/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: Nursing leadership, Oncology research, Clinical operations, Budget management, Staff supervision
Palo Alto, California, United States · On-site
$140k–$190k/yr
Amazon Publisher Services helps digital publishers around the world build and grow thriving businesses. We provide services and advanced technologies to web, mobile app and advanced TV publishers of all sizes, including …
Skills: Programmatic advertising, Data analysis, Strategic partnerships, Client relationship management, Media planning
Palo Alto, California, United States · Remote OK
$165k–$185k/yr
Assured is on a mission to modernize insurance. Claims processing (i.e. should we pay this claim?), while often overlooked, is the foundation of the entire industry. It’s currently highly manual, involving phone calls, f…
Skills: Operations management, Program management, Enterprise implementation, AI agent development, Strategic planning
Palo Alto, California, United States · On-site
Description EVEREVE inspires women to move forward in their fashion so that they feel fully alive. By offering modern, curated trends from 150+ brands, including our own best-selling line—along with warm, genuine advice—…
Skills: Visual merchandising, Retail sales, Communication, Presentation skills, Creative problem-solving
Palo Alto, California, United States · On-site
$78k–$97k/yr
Contact Center Assistant Manager Opportunity at Stanford Federal Credit Union! We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire…
Skills: Leadership, Coaching, Training, Contact center management, Financial services
Palo Alto, California, United States · On-site
$55k–$107k/yr
JOB DESCRIPTION Job Summary Provides senior level support for clinical quality member intervention activities. Responsible for the developing and implementing new and existing member intervention initiatives including al…
Skills: Clinical quality, Member intervention, Data analysis, HEDIS, NCQA
Palo Alto, California, United States · On-site
$174k–$204k/yr
About Summit: Summit Therapeutics Inc. is a biopharmaceutical oncology company with a mission focused on improving quality of life, increasing potential duration of life, and resolving serious unmet medical needs. At Sum…
Skills: Clinical Data Management, Oncology, EDC Systems, MedDRA, WHODRUG
Palo Alto, California, United States · Hybrid
$175k–$240k/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: Video production, Content strategy, Multimedia storytelling, Corporate communications, Adobe Premiere Pro
Palo Alto, California, United States · On-site
$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. Evening - 10 Hour (United States of Am…
Skills: Nursing Professional Development, Adult Learning Theory, Curriculum Development, Competency Management, Onboarding
Palo Alto, California, United States · On-site
Requisition ID: 939238 Store #: 003309 LensCrafters Position:Full-Time Total Rewards: Benefits/Incentive Information LensCrafters is a place for visionaries. We’ve got a vision for pairing state-of-the-art technology wit…
Skills: Customer service, Optical theory, Eyewear adjustment, Lens fitting, Lab equipment maintenance
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The Revenue Manager will own the end-to-end revenue recognition process and billing operations, ensuring data integrity across systems. They will also design scalable processes, manage account reconciliations, and partner with cross-functional teams to support company growth.
Candidates must have a bachelor's degree in Accounting or Finance and at least 6 years of progressive accounting experience, preferably with a CPA. Strong knowledge of ASC 606, Salesforce, and experience in system implementations or data management is required.
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.
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.
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 and downstream billing systems.
Partner with RevOps and Engineering to build, organize and maintain clean, well-structured revenue and billing data across databases and systems of record.
Design and implement scalable billing processes and controls to support Allocate’s growing transaction volume and evolving product structures.
Own revenue-related account reconciliations (deferred revenue, accounts receivable, unbilled revenue) and the monthly and quarterly close for revenue.
Partner with Sales, Legal, and Product to review new contract structures and ensure appropriate revenue treatment.
Identify and implement automation opportunities to reduce manual revenue and billing work as volume scales.
Assist in preparation for the first external audit, including preparation of schedules and policy documentation.
Lead technical accounting research and memo preparation for new or complex revenue arrangements.
Partner closely with Controller on implementation of a new ERP for multiple entity structure.
Bachelor’s degree in Accounting, Finance, or a related field. CPA preferred.
6+ years of progressive accounting experience with a focus on revenue recognition and billing, ideally in a SaaS or fintech environment.
Prior experience managing or mentoring staff, or readiness to take on people management as the team grows.
Solid working knowledge of ASC 606 and SaaS revenue recognition best practices.
Hands-on experience with Salesforce (or a similar CRM/CPQ) and its interplay with billing and revenue systems.
Experience in system implementations, SQL, databasis and revenue systems.
Comfort organizing and working across databases, with the ability to query, reconcile, and troubleshoot data across systems.
A track record of scaling billing processes and systems to support company growth.
Strong Excel skills and comfort working with large data sets.
Excellent communication skills and the ability to work cross-functionally with Sales, RevOps, Engineering, and external auditors.
Fund accounting experience is a plus.
The opportunity to build and lead revenue and billing infrastructure at a high-growth fintech company reshaping private markets.
Direct partnership with the Controller and broader leadership.
A hybrid work environment in Palo Alto, CA
Comprehensive benefits, including health coverage, equity, and paid time off.
Base salary range: $135,000 – $160,000 plus equity and benefits. Final offer will be based on experience and location.
Interested candidates should submit a resume and brief cover letter outlining relevant experience. Allocate is an equal opportunity employer committed to building a diverse and inclusive team.
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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