What are the responsibilities and job description for the Chief Revenue Officer position at 401GO?
Role: Chief Revenue Officer
Job Type: Full-time
Location: United States
The Chief Revenue Officer (CRO) is a key member of the executive leadership team and will be responsible for driving all revenue-generating functions across the company. This role leads our sales, partnerships, marketing, client success, and revenue operations teams with the goal of accelerating growth, improving predictability, and optimizing the entire revenue engine.
The ideal candidate has deep experience in scaling B2B SaaS and/or fintech revenue organizations, understands the SMB and channel-distribution landscape, and can align cross-functional teams toward aggressive growth targets.
What You’ll Be Doing:
Revenue Strategy & Leadership
- Develop and execute a comprehensive revenue strategy aligned with the company’s long-term objectives.
- Own the full revenue lifecycle, including acquisition, retention, expansion, and monetization.
- Set measurable KPIs, forecasting models, and operational processes to enable predictable, sustainable scaling.
- Provide executive oversight and leadership to Sales, Marketing, Partnerships, Client Success, and Revenue Operations.
Sales & GTM Execution
- Lead the design, execution, and optimization of go-to-market (GTM) strategies for direct sales, channel partners, advisors, and strategic alliances.
- Drive high-performance culture across sales teams with clear accountability, incentives, and coaching.
- Identify new revenue streams, verticals, or business models that align with company strategy.
Partnerships & Channel Growth
- Expand and deepen relationships with advisors, brokers, payroll providers, and other strategic partners.
- Create scalable partner programs that drive repeatable and increasing revenue.
- Identify opportunities to strengthen product-market fit within partner ecosystems.
Marketing & Demand Generation
- Work closely with marketing leadership to ensure alignment between brand, messaging, demand generation, and sales pipeline goals.
- Optimize top-of-funnel performance through data-driven approaches in digital, product-led, and traditional channels.
Client Success & Retention
- Partner with CS leadership to improve client satisfaction, retention, and expansion.
- Oversee the refinement of onboarding workflows, support processes, account management strategies, and customer lifecycle programs.
- Reduce churn through proactive engagement and meaningful customer insights.
Revenue Operations & Analytics
- Establish strong revenue operations foundations, including forecasting, reporting, and analytics.
- Partner with Finance to ensure revenue performance aligns with budgets, growth models, and investor expectations.
- Ensure CRM and sales tools are optimized to support operational efficiency and visibility.
What You Bring:
- 10 years of progressive leadership experience in revenue-focused roles (CRO, SVP/VP Sales, VP Revenue, etc.).
- Proven track record scaling revenue teams and surpassing aggressive growth targets in B2B SaaS or fintech.
- Deep experience with sales organization design, compensation structures, territory planning, and forecasting.
- Strong understanding of channel sales, financial services distribution, or retirement/benefits industry preferred.
- Data-driven decision maker with a strong command of metrics, analytics, and pipeline management.
- Excellent communication skills and an ability to inspire and influence at all levels of the organization.
- Entrepreneurial mindset with the ability to thrive in a high-growth, fast-changing environment.
Why 401GO?
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.