Way2B1 · 1 day ago
Head of Growth
San Francisco, CA
Full-time
Onsite
Director/Executive
$175K/yr - $250K/yr
8+ years expWay2B1 is a fast-growing organization focused on helping individuals and families leverage their advisors for better decision-making. As the Head of Growth, you will drive revenue growth, expand market presence, and lead partnerships to enhance client engagement and product adoption.
FamilyInformation ServicesTravel
Responsibilities
Design and execute creative go-to-market strategies that support product-led growth and expand our client base
Identify new market opportunities, build scalable playbooks, and translate strategy into results
Keep a sharp eye on market trends, customer needs, and competitive shifts — and turn those insights into action
Build and lead a high-performing Growth team that thrives on collaboration, experimentation, and impact
Coach and mentor team members to own their goals and think like entrepreneurs
Foster a culture of curiosity, agility, and data-driven decision-making
Amplify the outreach capacity of our CEO in terms of evangelizing our products, expanding within existing customers, and closing new deals
Know our product inside and out — and know how to adapt it to meet evolving client needs
Spot product gaps, identify new opportunities, and collaborate with Product Development to drive product-led growth
Partner with the Product and Finance teams to shape and refine pricing strategies that balance value and scale
Lead an integration-driven BD strategy — using technical synergies and partnerships to unlock new markets and value streams
Cultivate relationships with key integration partners, co-develop joint solutions, and drive ecosystem growth
Be the connector who makes things happen — inside and outside the company
Be the metrics evangelist — bring data, facts, and client stories to every conversation
Bring back real client data, stories, and metrics to inform decisions — and close the loop between client experience and product innovation
Track KPIs across sales, adoption, and success to show what's working (and what's not)
Use data to tell the story of our growth — and help shape the next chapter
With the CEO, represent the company at conferences, events, and in partner conversations
Build our marketing machine and team to craft compelling narratives, content, and campaigns that build brand awareness and thought leadership
Build our sales team to begin to scale and standardize our acquisition of new clients and institutional partners
With the company, investors and customers, discover the best possible way to present what our company does and which problems we solve
Collaborate and support the full client success journey in partnering with the Head of Customer Success from onboarding to long-term growth
Build our Growth team in alliance with our Customer Success team partnering with our Head of Customer Success
Build strong relationships with individual users so they feel like part of our team
Ensure proactive, hands-on engagement that delights clients and drives retention
Oversee and evolve client resources, documentation, and support materials (and help us centralize them into tools like Gamma)
Adopt and utilize software and other technological utilities to ensure Growth at the highest possible level
Qualification
Required
8+ years in business development, strategic partnerships, ideally in a fast-paced SaaS or tech environment
A track record of driving growth through innovation, storytelling, and execution
Experience leading teams and scaling processes from the ground up
Deep understanding of solution selling, pricing strategy, and integration ecosystems
Strong communicator and relationship-builder — equally comfortable with clients, partners, and product engineers
Obsessed with data, details, and outcomes — you don't just sell, you measure and iterate
Company
Way2B1
Way2B1 is an online platform that addresses the common challenges faced by families and family offices.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$6.5M2017-03-03Series A· $5.5M
2015-09-02Seed· $1M
Leadership Team
Hal Bailey
President and COO
Recent News
2023-12-26
2023-12-26
thirdstreampartners.com
2023-10-13
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