Principal, GTM Strategy and Integration (Contract)
Growth Activation & Commercial Integration
Partner with the Chief Growth Officer and Corporate Development to translate deal theses and growth plans into clear, measurable activation goals.
Act as a trusted partner to sellers and firm leadership, navigating change with empathy while reinforcing Earned’s expectations, operating principles, and growth priorities.
Collaborate closely with legacy firm teams to co-create activation plans that respect existing client relationships while enabling new cross-serve motions.
Serve as a senior activation lead for assigned firms, coordinating cross-functional workstreams required to achieve successful ramp and stabilization.
Assess current-state capabilities across people, process, data, and technology to inform activation approach.
Drive readiness for cross-serve execution, including workflows, enablement, compliance steps, and operating cadence.
Identify risks, dependencies, and execution gaps early and bring forward pragmatic solutions.
Cross-Serve Enablement & Execution
Deploy, test, and refine Earned’s cross-serve playbooks to attach wealth management and other services to existing client relationships.
Partner with Client Development, Marketing, and Relationship Managers to orchestrate positioning, enablement, and execution.
Ensure sales workflows and enablement tools are embedded effectively within CRM and supporting systems.
Identify where cross-serve motions break down and surface recommendations to improve speed, consistency, and conversion.
Analytics, Reporting & Decision Support
Own hands-on analytics related to activation performance, including direct data collection from Relationship Managers where systems or reporting are incomplete.
Design and maintain simple, effective tracking to monitor ramp progress, steady-state performance, and value creation.
Use data to inform sequencing, prioritization, and course correction.
Synthesize insights into clear written and verbal updates for Growth leadership.
Cross-Functional Coordination
Work closely with Operations, Finance, HR, Technology, and CRM teams to support smooth integration and execution.
Communicate progress, risks, and outcomes with clarity, precision, and credibility.