About Allocate

Allocate is building the intelligent private markets operating system for the wealth channel. We give RIAs, family offices, and institutional allocators modern infrastructure for discovering, accessing, and managing private market investments.

About the Role

This role builds the rails the company runs on.

Sales, marketing, operations, compliance, investments, and revenue each run on workflows that determine how fast and how well Allocate operates day in and day out. Today, many of those workflows are manual, fragmented, or improvised. You will own the internal operating systems that replace them: the robust, AI-powered rails that let every one of these functions scale.

You will work across the entire organization, with stakeholders in every core function, to understand how the work actually happens and then build the systems that make it faster, cleaner, and more scalable. This is foundational work. You are building the infrastructure that decides how the business runs.

Every workflow you build should be AI-powered by default. We are not automating yesterday's processes with yesterday's tools. We are building the internal operating layer of an AI-native company, where intelligence is embedded in how work gets done, not bolted on afterward.

Why This Role Matters

The internal operating layer is where a scaling company either compounds or breaks. When sales, marketing, operations, compliance, and revenue run on robust, intelligent systems, the company absorbs growth without drowning in manual work. When they run on spreadsheets, PDFs, and workarounds, every new unit of growth adds friction and cost. This results in fewer hours with clients and prospects.

Your impact does not show up in a client-facing demo. It shows up in how fast the revenue team can move, how cleanly operations run at scale, how much manual work compliance can shed, and how much capacity the company gains without adding headcount. This is the foundation of how the business runs, and you own it.

What You'll Own

The internal operating systems for sales, marketing, operations, compliance, and revenue. You will partner with stakeholders in each function, find where the real friction is, and build the rails that remove it.

AI-powered workflows by default. Every system you build should use intelligence to reduce manual effort, surface the right information, and accelerate decisions, not just digitize an existing process.

Workflow automation that converts manual, error-prone, fragmented processes into robust systems the company can rely on.

Cross-functional alignment. You operate across the whole organization, translating how each function works into systems that serve them and connect cleanly to each other.

Reliability as a standard. These systems run the business. They have to be robust, because the whole company depends on them working.

Who You Are

• You are a builder who is energized by making an entire company run better. You see a manual, fragmented process, and you want to turn it into a system that scales.

• You have 5+ years in product management, ideally building internal tools, operational platforms, revenue or GTM systems, or workflow software.

• You need to learn how a business runs quickly, see where the friction is, and build the system that removes it.

• You think AI-first. You have strong intuition for where intelligence creates real leverage in a workflow versus where it adds noise, and you build accordingly.

• You talk to stakeholders like a partner, not a ticket queue. You sit with the sales, marketing, ops, compliance, and revenue teams, find the real bottleneck, and build the thing that actually solves it rather than what was first requested.

• You thrive in ambiguity and create structure where none exists. When a problem spans functions and has no clear owner, you take it.

• You use modern AI tools (Claude, Cursor, v0, and others) to prototype, spec, and move faster, and you bring that standard to the team.

• You operate with high ownership. If something is broken, you fix it.

Details

Reports to: Head of Product

Location: Palo Alto, CA

Compensation: Base Salary of $175K-$215K, plus performance-based bonus, equity, and comprehensive benefits.

Benefits: Medical, dental, vision, responsible time off (RTO), 401(k) Allocate is an equal opportunity employer.

We value diversity of thought, background, and experience.

Why This Is Worth Your Time

This is the role for someone who wants to build the foundation on which a company runs. You will work with every core function, embed intelligence into how the business operates, and own the systems that decide whether Allocate scales cleanly or breaks under its own growth. If you want to understand a business end-to-end and build the rails that make it run, this is the seat.