401GO · 1 day ago
Chief Revenue Officer
Sandy, UT
Full-time
Hybrid
Director/Executive
10+ years exp401GO is a fast-growing fintech start-up focused on reinventing retirement through an advanced automated platform. The Chief Revenue Officer will drive all revenue-generating functions, leading teams in sales, partnerships, marketing, client success, and revenue operations to accelerate growth and optimize the revenue engine.
Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware
Responsibilities
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
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
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
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
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
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
Qualification
Required
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
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
Preferred
Strong understanding of channel sales, financial services distribution, or retirement/benefits industry preferred
Benefits
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.
Company
401GO
401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47MKey Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M
Leadership Team
Daniel Beck
Co-Founder | CEO
Nathan Beck
Co-Founder and CTO
Recent News
alleywatch.com
2025-12-16
vcnewsdaily.com
2025-12-12
2025-12-12
Company data provided by crunchbase