What are the responsibilities and job description for the Marketing Automation & Systems Lead (Remote) position at Allocate?
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.
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.
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.
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.
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:
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
- 4–6 years of hands-on experience managing and integrating marketing technology platforms in high-growth, SaaS or fintech context
- Strong technical fluency across martech systems and data integrations into a unified revenue system
- Proven ability to scale martech in a high-growth SaaS or fintech context
- Ability to independently optimize workflows and documentation while collaborating with cross-functional stakeholders
- Proficiency in HTML/CSS basics, UTM tagging, and digital tracking best practices
- Project management skills and clear communication in fast-paced, iterative settings
- A 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 environment
- Familiarity with Brevo or similar email platforms
- Interest 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.
