Chief Revenue Officer

Summary

The Chief Revenue Officeris responsible forbuilding and leading Potomac's revenue organization.

Reporting directly to the CEO, the CRO will align sales leadership, business development, distribution strategy, and revenue operations to drive growth across our Broker-Dealer, RIA, TAMP,and strategic partner channels.

This is a hands-on executive leadership role for someone who has successfully built, managed, and scaled high-performing sales organizations. The ideal candidate combines strategic thinking with operational rigor and knows how to create accountability, visibility, and consistency across a revenue team.

The CRO will oversee Internal Sales, External Sales, and Revenue Operations while partnering closely with Marketing, Key Accounts, Portfolio Management, Operations, and Compliance. The position was specificallyestablishedto unify these functions under one leader and drive scalable growth.

Key Responsibilities

Drive Revenue Growth

• Own revenue, AUM/AUA growth, retention, and sales performanceobjectives.

• Develop and execute a growth strategy across Broker-Dealer, RIA, platform, and strategic distribution channels.

• Identifynew opportunities for market expansion, partnerships, and business development.

Lead and Scale the Sales Organization

• Lead, manage, and hold accountableinternal and external sales teams to ensure they achieve theirset KPI’s and sales goals.

• Help recruit, hire,trainandelevatesalesteamto createahigh-performing revenue team.

• Build a culture of accountability, execution, and continuous improvement.

• Establish clear performance metrics andmanagementrhythms across the organization.

Optimizethe 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, andadvisorlifecycle tracking.

• Ensureaccurateforecasting, 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 aremaintainedthroughout the sales process.

Qualifications

Required

• 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 tooperatestrategically while remainingexecution-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.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.

If you want to drive, build, and scale, this is your shot.

Compensation

Base Salary: $200,000-$250,000 + Bonus

Benefits:

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

The Opportunity

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.