Job Title: Account Manager – Fintech (Alternative Investments)
Location: New York, NY or Menlo Park, CA (Hybrid – 3 days/week onsite)
Job Type: Full-Time
Experience Level: Mid-level (2–3+ years)
Reports To: Director of Fund & IR Operations
About Allocate
Allocate Technologies helps investment professionals monitor and manage their alternative investment portfolios by providing high-quality, structured data in a single, intuitive platform. Our clients include leading venture capital firms, family offices, and institutional investors who rely on Allocate to bring efficiency and transparency to their investment operations.
Role Overview
As an Account Manager, you’ll be the primary relationship owner for a portfolio of SaaS clients. You’ll play a critical role in ensuring a seamless onboarding experience, providing continuous support, and driving long-term engagement with Allocate’s platform. Your ability to communicate effectively, understand complex investment data, and collaborate cross-functionally will be key to delivering a best-in-class client experience.
This role is ideal for someone who thrives in a high-growth fintech environment and has a passion for client success in the alternative investments space.
Key Responsibilities
Client Onboarding
- Serve as the main point of contact for new clients during the onboarding process.
- Guide clients through the data collection process, ensuring accurate and timely delivery of investment documents and information.
- Coordinate with the internal Data Operations team to meet service-level agreements (SLAs).
- Deliver tailored onboarding demos and platform training sessions.
- Conduct regular check-ins to monitor satisfaction and address early needs.
Ongoing Client Success & Support
- Build trusted relationships with clients by providing proactive and responsive service.
- Address client inquiries and resolve issues related to data quality, product functionality, or platform usage.
- Monitor client engagement and usage to identify opportunities for upselling, cross-selling, or deeper adoption of features.
- Communicate product updates, enhancements, and best practices through emails, webinars, or training calls.
- Collect and relay client feedback to product and operations teams to help shape platform development.
Internal Collaboration & Reporting
- Work closely with cross-functional teams including product, sales, engineering, and data operations.
- Maintain accurate and up-to-date records of all client interactions and lifecycle stages in CRM tools such as Salesforce or Asana.
- Support strategic client review meetings and contribute to the continuous improvement of internal processes.
Requirements
- 2–3+ years of experience in account management, client success, or project management within fintech, SaaS, investment management, or financial services.
- Strong knowledge of venture capital, private equity, and alternative investment structures.
- Excellent interpersonal and communication skills with a client-first approach.
- Highly organized, detail-oriented, and able to manage multiple projects simultaneously in a fast-paced environment.
- Proficient with CRM and data management platforms.
- Bachelor’s degree in finance, economics, business, or a related field. (CFA or CAIA a plus.)
What We Value
- Client Obsession: We aim to deliver a world-class client experience across every interaction. That means rapid response times, proactive support, and thoughtful solutions.
- Challenging Convention: We believe in rethinking the status quo. Creative ideas and bold thinking are encouraged.
- Continuous Improvement: We expect our team to climb the learning curve every day and invest in personal and professional growth.
- Meritocracy Over Politics: We reward results and contributions—not titles or politics.
- Respectful Debate: We value intellectual curiosity and believe the best outcomes come from open, respectful discourse.