About Allocate

Allocate is the intelligent operating system for private market investing. We equip wealth advisory firms and institutional family offices with modern infrastructure to seamlessly source, build, and manage high-quality private portfolios - delivering efficiency, insight, and scale for their clients and themselves.

Our platform addresses the fragmentation and complexity of private markets by offering a modular, end-to-
end solution - one built for the next generation of investors, not the last. By combining deep industry
knowledge with purpose-built technology, we’re creating a more streamlined, transparent, and accessible
private investing experience.

About the Role

The Client Success / Account Manager is responsible for managing client relationships and ensuring a seamless experience across the Insights platform. This role serves as the primary point of contact for clients — driving satisfaction, retention, and renewals while partnering closely with the Operations and Product teams to deliver accurate, timely, and high-quality outputs.

You’ll partner closely with the Operations team to ensure clients receive timely, accurate, and high-quality deliverables — translating complex workflows into a seamless client experience. This role is ideal for someone who thrives in a dynamic environment, excels at relationship management, and takes full ownership of client outcomes with clear communication, accountability, and a bias toward action.

Why Join Us

• Be part of a high-growth team building the backbone of the Insights platform — a key product transforming wealth and investment data management.

• Work at the intersection of finance, technology, and operations, where your efforts directly shape how clients experience our platform.

• Collaborate with passionate, driven colleagues across Operations, Product, and Client Success who care about building systems that scale with quality.

• Grow your career in a fast-moving, entrepreneurial environment that values accountability, curiosity, and continuous improvement.

• Help define what great Client Success looks like at scale — and leave your mark on a growing organization.

What You’ll Be Doing

1. Own Client Relationships & Deliver Exceptional Service

• Act as the primary point of contact for clients, ensuring a seamless experience across onboarding, delivery, and ongoing support.

• Understand each client’s investment structure, portfolio, and priorities to proactively manage expectations.

• Communicate clearly and confidently — keeping clients informed on progress, timelines, and key milestones.

• Build long-term relationships that drive retention, renewals, and trust in the Insights platform.
  
  

2. Drive Coordination & Partner Across Teams

• Work closely with the Operations team to align deliverables, timelines, and SLAs for all client activities.

• Coordinate with Implementation Specialists during onboarding to ensure a smooth transition to ongoing management.

• Escalate issues effectively, ensuring they are resolved quickly and communicated clearly to clients.

• Translate client needs into actionable items for Operations and Product teams, ensuring alignment and accountability.
  
  

3. Improve Processes & Enhance the Client Experience

• Gather client feedback to identify recurring challenges or improvement opportunities.

• Collaborate with Operations and Product to streamline workflows and enhance reporting or platform features.

• Develop playbooks, templates, and communication frameworks that improve consistency and scale.

• Contribute to shaping the Client Success function — helping define what excellent client experience looks like at scale.

Qualifications & Skills

• 4+ years in Client Success, Account Management, or Investor Relations — ideally in SaaS, fintech, or investment data environments.

• Strong communication and relationship management skills with executive-level stakeholders.

• Ability to translate technical or operational details into client-friendly language.

• Proven experience managing multiple client accounts or portfolios with complex data needs.

• Highly organized, detail-oriented, and skilled at managing competing priorities.

• Comfortable collaborating cross-functionally with Operations, Product, and Data teams.

• Strong ownership mindset with a proactive, solutions-driven approach.
  
  

Plus If:

• You have experience in private markets, investment reporting, or wealth management operations.

• You’ve worked in a high-growth startup or SaaS environment.

• You’re familiar with CRM or client management tools (e.g., Salesforce, Asana).

• You enjoy improving processes and contributing to how a new function is built from the ground up.

Essential Values & Culture

Extreme Client Service

• We approach every interaction with urgency, clarity, and accountability. Whether supporting investors, partners, or colleagues, we take ownership until the issue is resolved – always aiming to simplify, not complicate.

Relentless Problem Solving

• We don’t stop at identifying challenges, we work through them. Our mindset is “How do we make this work?” not “Why it won’t.” Every obstacle is an opportunity to improve, innovate, and deliver solutions that move us forward.

Additional Details

• Location: Palo Alto, CA. Must be able to work in-office 4 days a week.

• Compensation: $110,000 – $140,000 OTE (On-Target Earnings) + equity
  
  

  • Actual salary will be determined based on the candidate’s experience, location, skills, training, certifications and education, other relevant qualifications specific to the role, and internal equity and market data. Total compensation may include equity and discretionary performance-based bonuses based on individual, team, and company performance factors.
    
    

• Benefits: Medical, dental, vision, responsible time off (RTO), 401k.

• Employment: Full-time.

• This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.