
11 - 50 employees
💼 Consulting
📦 Logistics
🛡️ Insurance
Consulting • Logistics • Insurance
Allocator is a data and software-as-a-service company providing integrated data and software solutions to the alternative investments industry. Its mission is to help private capital investors transform their investment operations and research processes through a world-class data and analytics platform. Allocator allows limited partners (LPs) to access investment data in a standardized format, streamlining data management and enabling investment teams to focus on decision-making rather than data tasks. With a flexible solutions suite, Allocator caters to a range of institutional investors, including fund of funds, family offices, private banks, pension funds, and insurance companies, across Europe, North America, and Asia Pacific.
🔥 19 minutes ago
Where this job comes from
Posted on Allocator's careers page, not through a job board
First seen by Remote Rocketship 19 minutes ago

11 - 50 employees
💼 Consulting
📦 Logistics
🛡️ Insurance
Consulting • Logistics • Insurance
Allocator is a data and software-as-a-service company providing integrated data and software solutions to the alternative investments industry. Its mission is to help private capital investors transform their investment operations and research processes through a world-class data and analytics platform. Allocator allows limited partners (LPs) to access investment data in a standardized format, streamlining data management and enabling investment teams to focus on decision-making rather than data tasks. With a flexible solutions suite, Allocator caters to a range of institutional investors, including fund of funds, family offices, private banks, pension funds, and insurance companies, across Europe, North America, and Asia Pacific.
• Own a book of existing institutional clients after their first year on the platform • Build and maintain senior relationships with COOs, CFOs, Heads of Data, and Investment teams • Secure renewals by running renewal sales cycles from six months out, including value review, stakeholder mapping, commercial proposals, negotiation, and signature • Identify, prospect, and close expansion opportunities for additional products and services • Increase volumes of existing services and grow account values, potentially by 2–4x after initial implementation • Lead regular business reviews covering usage, data coverage, and delivered value • Identify account risks such as usage issues, data quality problems, champion changes, and competitor activity • Run save plans before renewal discussions • Take account handovers from the new business team • Partner with Customer Success and Data to keep delivery on track • Surface product gaps, expansion signals, and competitive intelligence to Product and GTM leadership • Help establish Allocator's early presence in the US market
• 3+ years as an Account Manager owning a book of existing enterprise clients • Track record of retaining and growing enterprise clients against a number • Experience managing clients spending between $250k and $1m per year • Experience negotiating renewals and expansions with procurement, legal, and finance involved • Strong knowledge of the buy-side, including private markets, hedge funds, capital markets, and institutional investors • Proven record of finding, prospecting, and closing new products or services into existing accounts • Strong commercial and business-case skills, including quantifying client value • Builder's mindset and willingness to shape account management processes • Nice to have: direct experience working with institutional LPs, funds of funds, secondaries funds, pension funds, endowments, or similar allocators • Nice to have: experience with data, analytics, or portfolio management software sold to the buy-side • Nice to have: familiarity with secondaries, fund-of-funds structures, or private markets reporting workflows
• Fully remote role • Regular travel to client sites • Equal opportunity employer • Diversity-respecting and inclusive workplace
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