Chief Revenue Officer

Summary/Objective

Reporting to the Executive Committee, the Chief Revenue Officer (CRO) is responsible for oversight of the New Client Services (NCS) and Marketing departments; specifically developing and executing growth strategies, fostering cross-functional collaboration, and ensuring alignment of marketing, sales, and client service initiatives to meet Firm-wide targets and advance our unique value proposition in the market.

Essential Functions

• Develop and lead the Firm’s overall revenue strategy, ensuring alignment with long-term business goals

• Oversee and optimize the performance of the sales, business development, and marketing teams to drive aggressive growth

• Identify new market opportunities and work closely with executive leadership to design and implement go-to-market strategies

• Build and maintain strong, trust-based relationships with current and prospective clients and partners

• Collaborate with Financial Planning, Tax, Accounting, and other revenue verticals, Client Success, and/or New Client Services to ensure seamless client onboarding and retention

• Analyze sales and pipeline data to provide insightful reporting and forecasting to the Executive Committee

• Establish metrics for revenue performance and create transparent accountability across teams

• Mentor and develop New Client Services, Marketing and Business Development teams with an emphasis on culture, high performance, and professional growth

• Represent the Firm at industry events and in strategic client presentations as a brand ambassador protocols for revenue-impacting scenarios

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• Must obtain Series 65 within the 1st 6 months of employment as a condition of continued employment

• Bachelor’s degree in Business, Finance, Marketing, or a related field (MBA or advanced degree preferred)

• Minimum 15 years of progressive leadership experience in revenue-generating roles, ideally within the financial services or professional services sector

• Proven track record of driving significant revenue growth and leading high-performing teams

• Strong strategic vision with exceptional analytical and organizational skills; must maintain knowledge of small business financials and related challenges with the ability to propose solutions

• Deep understanding of data analysis and technology, and the ability to communicate effectively with diverse stakeholders

• Demonstrated ability to foster cross-departmental collaboration and deliver results in a client-centric environment

• Excellent communication, negotiation, interpersonal, and professional presentation/public speaking skills required

Travel

Travel is expected to be 15 to 30 nights a year but could change based on developing relationships with vendor and referral partners, dental conferences, and other items that could drive revenue growth.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. 

Position Type & Expected Hours of Work

This is a full exempt position. For the first 6-9 months, an in-office presence is expected 98% of the time.  Normal business hours are 8am-5pm, Monday-Friday.  Some flexibility in hours and remote work may be allowed once established in the role.