Revenue Manager

- Own the end-to-end revenue recognition process in accordance with ASC 606, including contract review, deferred revenue schedules, and revenue journal entries.

- Manage the billing lifecycle from contract and order through invoicing, ensuring accuracy across Salesforce and downstream billing systems.

- Partner with RevOps and Engineering to build, organize and maintain clean, well-structured revenue and billing data across databases and systems of record.

- Design and implement scalable billing processes and controls to support Allocate's growing transaction volume and evolving product structures.

- Own revenue-related account reconciliations (deferred revenue, accounts receivable, unbilled revenue) and the monthly and quarterly close for revenue.

- Partner with Sales, Legal, and Product to review new contract structures and ensure appropriate revenue treatment.

- Identify and implement automation opportunities to reduce manual revenue and billing work as volume scales.

- Assist in preparation for the first external audit, including preparation of schedules and policy documentation.

- Lead technical accounting research and memo preparation for new or complex revenue arrangements.

- Partner closely with Controller on implementation of a new ERP for multiple entity structure.

- Bachelor's degree in Accounting, Finance, or a related field. CPA preferred.

- 6+ years of progressive accounting experience with a focus on revenue recognition and billing, ideally in a SaaS or fintech environment.

- Prior experience managing or mentoring staff, or readiness to take on people management as the team grows.

- Solid working knowledge of ASC 606 and SaaS revenue recognition best practices.

- Hands-on experience with Salesforce (or a similar CRM/CPQ) and its interplay with billing and revenue systems.

- Experience in system implementations, SQL, databasis and revenue systems.

- Comfort organizing and working across databases, with the ability to query, reconcile, and troubleshoot data across systems.

- A track record of scaling billing processes and systems to support company growth.

- Strong Excel skills and comfort working with large data sets.

- Excellent communication skills and the ability to work cross-functionally with Sales, RevOps, Engineering, and external auditors.

- Fund accounting experience is a plus.

- The opportunity to build and lead revenue and billing infrastructure at a high-growth fintech company reshaping private markets.

- Direct partnership with the Controller and broader leadership.

- A hybrid work environment in Palo Alto, CA

- Comprehensive benefits, including health coverage, equity, and paid time off.

- Base salary range: $135,000 - $160,000 plus equity and benefits. Final offer will be based on experience and location.

Interested candidates should submit a resume and brief cover letter outlining relevant experience. Allocate is an equal opportunity employer committed to building a diverse and inclusive team.