Revenue Operations Manager — Forecast, CRM & Growth

Allocate; New York (NY); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k)

Paid time off

Job summary

Allocate is hiring for a Relationship Management-focused Revenue Operations role in a fully hybrid setting in the United States. You will own pipeline tracking, forecasting, and reporting across multiple sales motions, aligning with CRO/CEO to drive reliable revenue metrics.

The ideal candidate has 5+ years in sales ops, deep Salesforce expertise, and comfort presenting numbers to executive leadership. Fintech or private markets exposure is a plus, and you will collaborate with cross-functional

Qualifications

• 5+ years in sales ops / revenue ops, ideally in a company with multiple sales motions.
• Deep Salesforce fluency; use it to create operational leverage.
• Source of truth on numbers that go to the CEO and board.
• Experience in fintech, wealth management, or private markets is a plus, not required.

Responsibilities

• Define and maintain pipeline stage gates for each sales and product motion.
• Track pipeline creation, velocity, and conversion by stage and rep; flag at-risk opportunities.
• Build and run forecasting by product/motion; roll up to company forecast and ARR goals.
• Own forecast cadence and accuracy tracking against actuals.

Skills

Sales Ops

Salesforce

Forecasting

Data analysis

Fintech exposure

Tools

Salesforce

Job description

Allocate is hiring for a Relationship Management-focused Revenue Operations role in a fully hybrid setting in the United States. You will own pipeline tracking, forecasting, and reporting across multiple sales motions, aligning with CRO/CEO to drive reliable revenue metrics.

The ideal candidate has 5+ years in sales ops, deep Salesforce expertise, and comfort presenting numbers to executive leadership. Fintech or private markets exposure is a plus, and you will collaborate with cross-functional