Marketing Automation & Systems Lead (Remote) en Allocate
Allocate · Palo Alto, Estados Unidos De América · Remote
- Professional
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.
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.
revenue. You’ll work across marketing, sales, product, design, engineering, and leadership to ensure the
infrastructure supports strategic goals and scales efficiently.
needed—and the responsibility to make it better over time.
build the systems that power the next generation of private market investing, we’d love to talk.
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
