West Coast - Senior Product Operations, Insights at Allocate

Palo Alto, California, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jan, 26

Salary

150000.0

Posted On

04 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations Management, Client Delivery, Data Accuracy, Process Improvement, Team Leadership, Problem Solving, Analytical Skills, Communication Skills, KPI Tracking, SLA Management, CRM Tools, SQL, Excel, Data Integrity, Workflow Design, Client Experience

Industry

Financial Services

Description

West Coast - Senior Product Operations, Insights About the Role We’re looking for a highly driven Operations Manager to strengthen our platform operations and internal workflows as we scale. This role will focus on ensuring smooth onboarding, data accuracy, and client delivery — while building the systems and accountability we need to handle rapid growth. You’ll work closely with the operations team to own outcomes, coach team members, and continuously improve how we deliver value to clients. This role is ideal for someone who thrives in fast-moving environments, combines hands-on execution with leadership, and demonstrates accountability, ownership, and a strong bias for action — consistently delivering results with commitment. Why Join Us Shape the future of investing: Be part of a team that’s transforming how investors access and manage alternative investments — bringing transparency, efficiency, and innovation to a historically complex space. Scale with impact: Play a key role in building operations that can support growth from dozens to hundreds of clients, directly influencing how our platform scales and succeeds. Real ownership and visibility: You’ll have true accountability, high visibility with leadership, and the chance to take initiative that drives measurable results. Path to senior leadership: As the company expands, you’ll have the opportunity to step into broader leadership responsibilities and shape the long-term strategy of operations. Collaborative, high-velocity culture: Join a team that moves quickly, values accountability, and thrives on solving complex challenges together. What You’ll Be Doing Client Delivery & Experience Ensure client onboarding workflows run end-to-end smoothly, with implementation milestones delivered on time and to a high standard. Track and maintain performance against SLAs, SLOs, and KPIs — proactively identifying risks and driving improvements where needed. Act as a central point of accountability for client-facing operations, supporting a seamless, consistent client experience. Partner with Product and Engineering to shape requirements, collaborate on solutions, and resolve operational or technical issues that impact clients and internal operations. Team Enablement & Leadership Provide day-to-day direction to Implementation Specialists, helping them deliver onboarding effectively while building stronger ownership and communication skills. Support offshore data processing teammates through training, reinforcement of best practices, and ongoing improvements in quality. Partner with the Data Quality Analyst to monitor outputs, resolve issues, and strengthen data integrity through effective feedback loops. Operational Excellence & Process Improvement Identify operational bottlenecks and inefficiencies, designing workflows that improve both quality and scalability. Continuously refine systems, processes, and playbooks to enable growth from dozens to hundreds of clients. Bring a proactive, action-oriented mindset — ensuring operations remain efficient, reliable, and client-focused. Qualifications & Skills 7+ years of experience in operations, client delivery, or related functions in fast-paced, high-growth environments (fintech, SaaS, or professional services preferred). Proven ability to drive outcomes end-to-end — identifying issues, implementing solutions, and ensuring successful execution with accountability and initiative. Strong bias to action: thrives in ambiguity, moves quickly, and balances speed with quality. Exceptional problem-solving and analytical skills; able to identify root causes of complex operational challenges and implement effective solutions. Excellent communication and influence skills across all levels — from coaching teammates, to collaborating cross-functionally, to engaging directly with executives and clients. Hands-on experience with establishing and tracking KPIs, SLAs, and other operational metrics, including building and using dashboards to measure performance and inform decisions. Detail-oriented, highly organized, and able to juggle multiple priorities while keeping long-term objectives in focus. Plus if Industry knowledge: Familiarity with alternative investments (e.g., Venture Capital, Private Equity, Real Estate, Hedge Funds) and how data flows in those environments. Workflow & CRM tools: Experience with Salesforce or similar workflow/CRM platforms, with the ability to design or optimize processes within these systems. Data skills: Proficiency in SQL and/or advanced Excel for data validation, reconciliation, and analysis — ensuring accuracy and identifying issues quickly. Operational tooling: Exposure to dashboards, analytics platforms, or business intelligence tools to track KPIs and operational performance. 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. Salary Range: $120,000 - $150,000 base + equity + benefits 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.

Responsibilities

The role focuses on ensuring smooth onboarding, data accuracy, and client delivery while building systems to handle rapid growth. You will work closely with the operations team to own outcomes and continuously improve client value delivery.