Marketing Operations Lead (Remote)

Marketing Automation & Systems LeadLocation: Palo Alto, CA; New York, NY; or RemoteCompensation: $100-140k base + bonus + equityEmployment: Full-timeAbout AllocateAllocate is the intelligent operating system for private market investing. We equip wealth advisory firms andinstitutional family offices with modern infrastructure to seamlessly source, build, and manage high-qualityprivate 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 industryknowledge with purpose-built technology, we’re creating a more streamlined, transparent, and accessibleprivate investing experience.About the RoleWe’re hiring a Marketing Automation & Systems Lead to architect and scale the martech systems thatpower Allocate’s go-to-market engine. This mid- to senior-level role is ideal for a hands-on builder ready toown and evolve a modern marketing stack that fuels growth, tightens sales alignment, and improvesperformance visibility.This isn’t just a systems management role—it’s a chance to shape how Allocate measures success and drivesrevenue. You’ll work across marketing, sales, product, design, engineering, and leadership to ensure theinfrastructure supports strategic goals and scales efficiently.Backed by a clear vision and collaborative team, you’ll have the autonomy and support to build what’sneeded—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 tobuild the systems that power the next generation of private market investing, we’d love to talk.What You’ll Be DoingYou’ll lead core initiatives across our marketing and revenue stack to improve execution, alignment, andinsight.  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 visibilityEvolving lifestyle marketing infrastructure: workflows, segmentation, lead routing, attribution, and reportingPartnering with cross-functional teams to align systems with strategic business goalsSupporting website and campaign operations through enhancements, tagging, and analytic configurationEnsuring 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 improvementsQualifications4–6+ years of hands-on experience managing and integrating marketing technology platforms in high-growth, SaaS or fintech contextStrong technical fluency across martech systems and data integrations into a unified revenue systemProven ability to scale martech in a high-growth SaaS or fintech contextAbility to independently optimize workflows and documentation while collaborating with cross-functional stakeholdersProficiency in HTML/CSS basics, UTM tagging, and digital tracking best practicesProject management skills and clear communication in fast-paced, iterative settingsA mindset rooted in problem solving and a commitment to excellent internal service preferred (but not required)Deep working knowledge of HubSpot, Salesforce, Webflow, and Google Analytics Experience scaling martech in a B2B or fintech environmentFamiliarity with Brevo or similar email platformsInterest in helping shape broader marketing operations strategy as systems evolve 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.