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Allocate · 3 months ago

West Coast - Senior Product Operations, Insights

Palo Alto, California

Full-time

Onsite

Mid, Senior Level

$120K/yr - $150K/yr

7+ years exp

Allocate is transforming how investors access and manage alternative investments. They are seeking a Senior Product Operations professional to enhance platform operations and internal workflows, ensuring smooth onboarding and data accuracy while driving client delivery and operational excellence.

FinanceFinancial ServicesImpact Investing

Growth Opportunities

Responsibilities

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

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

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

Qualification

Operations experienceClient deliveryKPI trackingData analysisSalesforce experienceProblem-solving skillsCommunication skillsLeadership skillsDetail-orientedOrganizational skills

Required

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