Marketing Operations Lead (Remote)

Marketing Automation & Systems Lead

Location : Palo Alto, CA; New York, NY; or Remote

Compensation : $100-140k base + bonus + equity

Employment : Full-time

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

We’re hiring a Marketing Automation & Systems Lead to architect and scale the martech systems that power Allocate’s go-to-market engine. This mid- to senior-level role is ideal for a hands‑on builder ready to own and evolve a modern marketing stack that fuels growth, tightens sales alignment, and improves performance visibility.

This isn’t just a systems management role—it’s a chance to shape how Allocate measures success and drives revenue. You’ll work across marketing, sales, product, design, engineering, and leadership to ensure the infrastructure supports strategic goals and scales efficiently.

Backed by a clear vision and collaborative team, you’ll have the autonomy and support to build what’s needed—and the responsibility to make it better over time.

This is a unique opportunity to join a fast-growing fintech platform at an inflection point. If you’re excited to build the systems that power the next generation of private market investing, we’d love to talk.

What You’ll Be Doing

You’ll lead core initiatives across our marketing and revenue stack to improve execution, alignment, and insight. Responsibilities include :

• Managing and optimizing Allocate's marketing systems - including HubSpot, Salesforce, Webflow, Brevo, and Google Analytics - for campaign execution, data flow, and full-funnel visibility
• Evolving lifestyle marketing infrastructure : workflows, segmentation, lead routing, attribution, and reporting
• Partnering with cross‑functional teams to align systems with strategic business goals
• Supporting website and campaign operations through enhancements, tagging, and analytic configuration
• Ensuring system hygiene, documentation, and compliance with privacy standards (e.g., GDPR, CAN‑SPAM)
• Leading special projects : platform evaluations, data migrations, new tool implementations, and process improvements

Qualifications

The base pay offered will be determined based on the candidate’s experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range; however, from time to time, it may occur on a case‑by‑case basis. This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.

#J-18808-Ljbffr