Data Operations and Servicing Lead

Overview

The Allocate's Insights platform is scaling rapidly, and we need a data-operations leader to manage the data function that powers our platform, including the Insights Portfolio Management product. This is a client-facing data operations leadership role: you and your team are accountable for onboarding, client success, and owning data accuracy  will serve as a trusted operational partner to clients, Sales, and Client Success.

Data quality isn’t a back-office function at Allocate — it’s the product. Wealth advisors and allocators rely on our platform to make investment decisions, and the integrity of every capital call, distribution, NAV, and performance metric flows directly to clients. You will be accountable for ensuring that data is accurate, complete, and delivered on time every time, at an increasing scale.

This foundation supports Allocate’s AI-powered portfolio intelligence tools and agentic workflows. The quality of the data layer you own determines the quality and reliability of automated insights and recommendations. This role partners closely with the Principal Architect of Data, who owns Allocate's cross-vertical data infrastructure, shared data models, and long-term platform scalability. You will contribute to shaping the platform by surfacing data quality patterns and ensuring Insights delivery evolves in step with the broader architecture.

This role suits someone who combines deep operational leadership with hands-on data fluency and familiarity with alternative investment data and workflows.

Insights Delivery Execution

• Own end-to-end execution of client onboarding and ongoing delivery operations for the Insights platform
• Ensure implementation milestones are delivered on time, with high quality, and a consistent client experience
• Track and manage performance against SLAs, SLOs, and operational KPIs, proactively identifying risks and driving resolution
• Serve as the operational escalation owner for Insights delivery challenges and client-facing issues

Data Quality & Operational Integrity

• Own data quality outcomes across the Insights delivery lifecycle — ingestion, reconciliation, validation, and exception handling. Clients see this data; AI agents act on it. Accuracy is non-negotiable.
• Establish and enforce data QA frameworks to ensure portfolio data (capital calls, distributions, NAVs, commitments, performance metrics) is accurate, complete, and timely at scale
• Monitor and resolve data quality exceptions, building systematic approaches to root cause analysis and remediation
• Partner with offshore processing teams to maintain quality standards as volume increases
• Collaborate with Product and Engineering to ensure the data layer supports AI-powered tools and agentic workflows

Operational Interface to the Business

• Act as the primary delivery partner for Sales, Client Success, and cross-functional stakeholders on Insights onboarding timelines and execution readiness
• Represent Insights delivery in leadership forums with clear reporting on operational health, risks, and priorities
• Establish operating rhythms for cross-functional alignment and predictable execution

Team Leadership & People Management

• Lead and manage the Insights delivery organization, including Implementation Specialists, offshore processing teams, Data Quality, and Client Success support
• Own hiring, onboarding, performance management, and career development for the delivery team
• Foster a culture of accountability, operational excellence, and continuous improvement

Partnership with Portfolio Platform

• Provide structured frontline feedback on data quality patterns and tooling needs to the Principal, Portfolio Platform, who owns cross-vertical data infrastructure
• Collaborate on workflow design, automation priorities, and platform evolution to ensure Insights contributes to the broader roadmap
• Ensure delivery execution remains tightly aligned with long-term platform development

• 8+ years of experience in data operations, client delivery, or operational leadership in high-growth environments (fintech, SaaS, or financial services)
• Direct experience with alternative investment data and…