Revenue Operations Lead — Forecasting, Pipeline & CRM

Allocate; New York (NY); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k)

Paid time off

Job summary

Allocate is seeking a Revenue Operations leader to own pipeline forecasting, reporting, and territory coverage for multiple sales motions. You will build the systems that turn activity into reliable numbers and ensure data cleanliness across the revenue tech stack.

You will partner with the CRO, CXO, and CEO to deliver board‑ready insights, drive forecast accuracy, and optimize territory coverage for Capital Formation and Wealth Advisory solutions.

Qualifications

• 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 operational leverage.
• Comfortable being the source of truth on numbers that go to the CEO and board.
• Detail‑oriented on hygiene, but able to forecast and design processes.
• Experience in fintech, wealth management, or private markets is a plus, not a requirement.

Responsibilities

• Define and maintain pipeline stage gates for each sales and product motion, including renewals and expansion.
• Track pipeline creation, velocity, and conversion by stage, rep, and surface area; flag stalled or at‑risk opportunities.
• Build and run forecasting by product/motion, rolling up to a company forecast and ARR goals.
• Own forecast cadence and accuracy tracking against actuals — the source of truth for the CRO and board.
• 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 and enterprise buying groups.
• Partner with the CRO on account ownership assignment and overlap resolution, ensuring single ownership.
• Provide white‑glove client experience and continuity 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.

Skills

Sales ops experience

Salesforce proficiency

Forecasting

Detail oriented

Fintech/wealth mgmt exposure

Tools

Salesforce

Job description

Allocate is seeking a Revenue Operations leader to own pipeline forecasting, reporting, and territory coverage for multiple sales motions. You will build the systems that turn activity into reliable numbers and ensure data cleanliness across the revenue tech stack.

You will partner with the CRO, CXO, and CEO to deliver board‑ready insights, drive forecast accuracy, and optimize territory coverage for Capital Formation and Wealth Advisory solutions.