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 is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure.
Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes—backed by powerful tracking, analytics, and administration tools.
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
- Some 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.
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.
Additional Details:
- Location: New York, NY or Menlo Park, CA (must be able to work from our local NYC or Menlo offices 3 days a week or as needed)
- Salary Range: $80-110k base salary + 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.
- The position will report to the Director of Fund & IR Operations.