Chief Revenue Officer

Key Responsibilities

• Drive Revenue Growth
• Own revenue, AUM/AUA growth, retention, and sales performance objectives.
• Develop and execute a growth strategy across Broker-Dealer, RIA, platform, and strategic distribution channels.
• Identify new opportunities for market expansion, partnerships, and business development.
• Lead and Scale the Sales Organization
• Lead, manage, and hold accountable internal and external sales teams to ensure they achieve their set KPI’s and sales goals.
• Help recruit, hire, train and elevate sales team to create a high-performing revenue team.
• Build a culture of accountability, execution, and continuous improvement.
• Establish clear performance metrics and management rhythms across the organization.
• Optimize the Revenue Engine
• Standardize and improve the end-to-end sales process.
• Ensure consistent execution of Potomac's sales story, advisor engagement process, and value proposition.
• Improve territory management, pipeline visibility, forecasting, and sales effectiveness.
• Own Revenue Operations and CRM Strategy
• Oversee Revenue Operations, CRM administration, reporting, sales automation, and data quality.
• Leverage analytics and performance dashboards to improve decision-making.
• Strengthen marketing-to-sales workflows, lead management, and advisor lifecycle tracking.
• Ensure accurate forecasting, pipeline management, and KPI reporting.
• Partner Across the Business
• Work closely with Marketing on demand generation and go-to-market strategy.
• Collaborate with Portfolio Management and Product teams on product positioning and advisor education.
• Partner with Operations and Client Service teams to create an exceptional advisor experience.
• Align with Compliance to ensure regulatory standards are maintained throughout the sales process.

Qualifications

• 10+ years of progressive sales, revenue, or distribution leadership experience.
• Demonstrated success leading high-performing sales organizations.
• Experience managing field sales teams and multiple distribution channels.
• Strong understanding of sales management, forecasting, pipeline development, and revenue operations.
• Experience using CRM platforms and sales analytics to drive performance.
• Exceptional leadership, communication, and coaching skills.
• Ability to operate strategically while remaining execution-focused.
• Preferred: Asset management, wealth management, fintech, TAMP, ETF, mutual fund, or advisor distribution experience.
• Experience selling through Broker-Dealer, RIA, custodian, platform, or wirehouse channels.
• Familiarity with HubSpot or comparable CRM ecosystems.
• Experience helping scale a growing organization.