Role Overview for Chief Revenue Officer (CRO) with a FinTech Core Banking Platform – Charlotte, NC
JRG Partners has been exclusively retained to identify a transformative Chief Revenue Officer (CRO) for a pioneering, venture-backed FinTech company poised to redefine the future of banking. Our client has developed a next-generation, cloud-native core banking platform that empowers financial institutions—from community banks to global enterprises—to innovate faster, operate more efficiently, and deliver unparalleled customer experiences. In an industry undergoing seismic shifts, our client is not just a participant; they are a catalyst for change, and they are seeking a world-class revenue leader to architect and execute their global growth strategy.
This is a career-defining opportunity for a proven executive to join a dynamic leadership team and take ownership of the entire revenue engine. Reporting directly to the Chief Executive Officer (CEO), the CRO will be the single, accountable leader for all revenue-generating activities, including global sales, marketing alignment, customer success, and revenue operations. The ideal candidate is a strategic visionary with a tactical mindset, capable of building a scalable, predictable, and efficient revenue machine. You will be responsible for driving the company from its current stage of significant growth to becoming the undisputed market leader. This role requires a deep understanding of the complex B2B enterprise sales cycle within the financial services industry, a passion for building high-performance teams, and an unwavering focus on driving results. Based in the burgeoning FinTech hub of Charlotte, NC, you will be at the center of innovation, shaping the commercial future of a company that is fundamentally changing how banks operate.
Key Responsibilities of Chief Revenue Officer (CRO) with a FinTech Core Banking Platform – Charlotte, NC
The Chief Revenue Officer will have a broad and impactful mandate. Success in this role will be measured by the successful development and execution of a strategy that results in exponential, sustainable revenue growth. Key responsibilities include:
Strategic Revenue Architecture & Go-to-Market (GTM) Strategy
Develop, articulate, and execute a comprehensive, multi-year revenue and GTM strategy. This includes market segmentation, ideal customer profiling, channel strategy (direct, partnerships, alliances), and competitive positioning. You will own the master plan for revenue acquisition and expansion.
Global Sales Leadership & Execution
Build, mentor, and lead a world-class global sales organization. This encompasses hiring and developing top talent across Sales Development (SDRs), Account Executives (AEs), Solutions Engineering, and Strategic Account Management. You will instill a culture of high performance, accountability, and continuous improvement, implementing a rigorous sales methodology (e.g., MEDDIC, Challenger) to ensure predictable forecasting and results.
Marketing & Pipeline Generation Partnership
Collaborate intimately with the Chief Marketing Officer (CMO) and the marketing team to create a seamless customer acquisition funnel. You will provide critical input on demand generation strategies, account-based marketing (ABM) campaigns, brand positioning, and product marketing to ensure the sales team is equipped with a robust pipeline of qualified opportunities.
Customer Success & Net Revenue Retention (NRR)
Own the entire post-sale customer lifecycle to maximize customer lifetime value. You will oversee the Customer Success function, ensuring successful onboarding, adoption, and value realization for our clients. Your primary goal will be to drive best-in-class Net Revenue Retention (NRR) through renewals, up-sells, and cross-sells, transforming the customer base into a significant growth engine.
Data-Driven Revenue Operations (RevOps)
Champion a data-first approach to revenue. You will build and scale a sophisticated Revenue Operations function responsible for sales process optimization, technology stack management (CRM, sales enablement tools), performance analytics, and forecasting. You will ensure the entire revenue organization operates on a foundation of accurate, actionable data.
Pricing, Packaging, and Commercial Strategy
Partner with the CEO, CFO, and Head of Product to develop and refine pricing models, product packaging, and commercial terms. You will analyze market dynamics and customer value to create compelling offerings that drive adoption and maximize profitability, while also structuring and negotiating complex, multi-million dollar enterprise contracts.
Strategic Alliances & Channel Partnerships
Identify, cultivate, and manage a network of strategic partners, including global systems integrators (SIs), consulting firms, and technology partners. You will build a thriving partner ecosystem that serves as a significant force multiplier for lead generation and sales distribution.
Executive Leadership & Board Communication
Serve as a vital member of the executive leadership team, contributing to the overall strategic direction and culture of the company. You will be responsible for reporting on revenue performance, forecasts, and strategic initiatives to the CEO, executive team, and the Board of Directors with clarity and conviction.
Requirements for the Chief Revenue Officer (CRO) with a FinTech Core Banking Platform – Charlotte, NC
We are seeking an exceptional leader with a demonstrated history of scaling revenue in the enterprise B2B SaaS FinTech space. The specific qualifications for this role are:
Executive Leadership Experience
A minimum of 15+ years of progressive experience in revenue-focused roles, with at least 5-7 years in a senior executive leadership position (e.g., CRO, SVP of Global Sales, VP of Sales) managing a multi-layered organization of 50+ individuals.
Deep FinTech Industry Expertise
Non-negotiable experience selling complex enterprise software solutions into the financial services industry. The ideal candidate will have direct experience with core banking platforms, digital banking solutions, payment systems, or related enterprise technologies sold to banks and credit unions. You must understand the long, complex sales cycles and procurement processes inherent to this sector.
Verifiable Track Record of Scaling Revenue
A proven and quantifiable history of scaling a B2B SaaS company through significant growth phases (e.g., from $20M to $100M+ ARR). You must be able to articulate the specific strategies and playbooks you implemented to achieve this growth.
Builder Mentality
You are not a peacetime general. You thrive in a dynamic, high-growth environment and have a demonstrated ability to build teams, processes, and systems from the ground up. You possess a “roll-up-your-sleeves” attitude and are as comfortable architecting a multi-year strategy as you are coaching an AE on a critical deal.
Strategic and Analytical Acumen
A highly analytical and data-driven mindset. You are fluent in key SaaS metrics (LTV, CAC, NRR, Churn) and use data to diagnose problems, identify opportunities, and make decisions. Experience with formal sales methodologies is essential.
Inspirational Leadership
An exceptional leader of people. You have a proven ability to attract, hire, develop, and retain A-player talent. You lead by example, foster a culture of collaboration and accountability, and inspire your teams to achieve extraordinary results.
C-Suite Presence & Communication Skills
World-class executive presence and communication skills. You can command a room, articulate a compelling vision, and build relationships with C-level executives at the world’s leading financial institutions, as well as with board members and investors.
Education
A Bachelor’s degree in Business, Finance, Marketing, or a related field is required. An MBA is highly preferred.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent by offering a comprehensive and highly competitive compensation and benefits package. This includes:
Executive Compensation
A highly competitive base salary and performance-based bonus structure designed to reward excellence.
Significant Equity Stake
A meaningful equity package, providing a substantial opportunity to share in the value you help create.
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance for you and your dependents, along with a wellness stipend.
Retirement Planning
A 401(k) retirement plan with a generous company matching contribution.
Flexible Time Off
An unlimited Paid Time Off (PTO) policy, reflecting a culture of trust, autonomy, and work-life integration.
Professional Development
A dedicated budget for continuous learning, including conferences, executive coaching, and certifications.
Relocation Assistance
A comprehensive relocation package is available for the right candidate to move to the vibrant city of Charlotte, NC.
Work Environment
A modern, collaborative office environment and a culture that is innovative, fast-paced, and results-oriented.
How to Apply
This is a confidential, retained search conducted by JRG Partners. If you are a visionary revenue leader with the experience and drive to lead a category-defining FinTech company, we invite you to apply. To be considered for this pivotal role, please submit your resume and a cover letter detailing your specific achievements in scaling revenue within the FinTech sector.
JRG Partners is a leader in connecting exceptional talent with transformative companies. To learn more about our expertise in this domain, please visit JRG Partners’ FinTech Executive Search practice. We look forward to reviewing your application.
Our client is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other protected class.
