Allocate · 2 months ago
Client Success / Account Manager, Insights
Palo Alto, CA
Full-time
Onsite
Mid Level
$110K/yr - $140K/yr
4+ years expAllocate is the intelligent operating system for private market investing, providing wealth advisory firms and institutional family offices with modern infrastructure. The Client Success / Account Manager is responsible for managing client relationships and ensuring a seamless experience across the Insights platform, driving satisfaction, retention, and renewals while collaborating with Operations and Product teams.
FinanceFinancial ServicesImpact Investing
Responsibilities
Own Client Relationships & Deliver Exceptional Service
Act as the primary point of contact for clients, ensuring a seamless experience across onboarding, delivery, and ongoing support
Understand each client’s investment structure, portfolio, and priorities to proactively manage expectations
Communicate clearly and confidently — keeping clients informed on progress, timelines, and key milestones
Build long-term relationships that drive retention, renewals, and trust in the Insights platform
Drive Coordination & Partner Across Teams
Work closely with the Operations team to align deliverables, timelines, and SLAs for all client activities
Coordinate with Implementation Specialists during onboarding to ensure a smooth transition to ongoing management
Escalate issues effectively, ensuring they are resolved quickly and communicated clearly to clients
Translate client needs into actionable items for Operations and Product teams, ensuring alignment and accountability
Improve Processes & Enhance the Client Experience
Gather client feedback to identify recurring challenges or improvement opportunities
Collaborate with Operations and Product to streamline workflows and enhance reporting or platform features
Develop playbooks, templates, and communication frameworks that improve consistency and scale
Contribute to shaping the Client Success function — helping define what excellent client experience looks like at scale
Qualification
Required
4+ years in Client Success, Account Management, or Investor Relations — ideally in SaaS, fintech, or investment data environments
Strong communication and relationship management skills with executive-level stakeholders
Ability to translate technical or operational details into client-friendly language
Proven experience managing multiple client accounts or portfolios with complex data needs
Highly organized, detail-oriented, and skilled at managing competing priorities
Comfortable collaborating cross-functionally with Operations, Product, and Data teams
Strong ownership mindset with a proactive, solutions-driven approach
Preferred
You have experience in private markets, investment reporting, or wealth management operations
You've worked in a high-growth startup or SaaS environment
You're familiar with CRM or client management tools (e.g., Salesforce, Asana)
You enjoy improving processes and contributing to how a new function is built from the ground up
Benefits
Medical
Dental
Vision
Responsible time off (RTO)
401k
Company
Allocate
Allocate provides a private markets platform that enables advisors and family offices to manage tailored investment portfolios.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$60.8MKey Investors
Portage VenturesM13
2025-09-03Series B· $30.5M
2023-09-21Series Unknown· $10M
2022-05-04Series A· $15.3M
Leadership Team
Samir Kaji
CEO and co-founder
Recent News
Alternative Credit Investor
2026-01-07
Alternative Credit Investor
2026-01-07
Company data provided by crunchbase