Our organisation is a leading intermediary network operating within a highly regulated financial services sector. As part of a broader group of businesses, we connect customers with a wide range of service providers and partners. We are an entrepreneurial organisation embarking on an ambitious programme to accelerate growth, strengthen revenue performance, and deepen market impact.

The CGRO will drive data-led commercial decision making, embed technology and AI-enabled insights throughout the customer journey, and establish strategic relationships with key industry partners and third-party providers. The role is accountable for positioning the organisation as a market-leading, digitally enabled platform within its sector.

The successful candidate will bring significant financial or professional services experience and will be energised by the opportunity to build a genuine competitive advantage through sustainable growth. They will be equally comfortable engaging with senior external stakeholders and collaborating with internal sales, marketing, product, and operational teams.

This role is suited to a commercially minded executive who combines strategic vision with a hands-on, data-driven approach and thrives at the intersection of product, market, and customer.

Revenue Strategy & Growth

• Define and own the organisation's multi-year revenue growth strategy aligned with board-approved objectives and market opportunities

• Identify, evaluate, and prioritise new revenue streams, customer segments, and expansion opportunities

• Set annual and quarterly revenue targets across commercial functions and drive accountability for delivery

• Lead pricing strategy and commercial model development to maximise value creation and competitive positioning

Sales Leadership

• Lead and develop a high-performing sales organisation across direct and partner channels

• Build and optimise the full sales cycle, including pipeline generation, opportunity management, forecasting, and conversion

• Design and refine sales incentive structures that encourage high performance and sustainable growth

• Establish rigorous sales operations and CRM governance to support accurate reporting and forecasting

Marketing & Demand Generation

• Oversee brand positioning, product marketing, and demand generation activities to build a scalable pipeline

• Drive alignment between marketing and sales to ensure seamless lead management and consistent messaging

• Develop and execute integrated go-to-market campaigns across digital, events, content, and partner channels

• Champion a data-driven marketing culture with clear attribution, acquisition cost tracking, and return on investment measurement

Customer Success & Retention

• Ensure customers achieve measurable value from products and services, driving retention and advocacy

• Own revenue retention and expansion targets alongside new customer acquisition objectives

• Build scalable customer success frameworks that support growth across multiple customer segments

Partnerships & Alliances

• Develop and scale a strategic partnerships programme to extend market reach and accelerate revenue growth

• Negotiate and manage high-value commercial relationships with technology, channel, and distribution partners

Executive Leadership & Cross Functional Collaboration

• Serve as a member of the Executive Leadership Team, contributing to organisational strategy, culture, and operations

• Partner closely with Product and Technology leadership to align product roadmap priorities with market demand

• Present revenue performance, forecasts, and strategic initiatives to the Board of Directors

• Champion a high-performance, inclusive culture focused on accountability, ambition, and continuous learning

QUALIFICATIONS & EXPERIENCE

Essential

• 12+ years of progressive commercial leadership experience, including at least 5 years at Vice President or C-suite level

• Proven track record of scaling revenue within a B2B technology, software, financial services, or similar environment

• Deep expertise across the full revenue lifecycle, including sales, marketing, customer success, and partnerships

• Experience operating within high-growth, private equity-backed, venture-backed, or publicly listed organisations

• Demonstrated ability to build, lead, and inspire large commercial teams

• Strong financial acumen with the ability to translate commercial strategy into measurable business outcomes

• Outstanding executive communication skills with the ability to influence senior stakeholders and boards

SUCCESS METRICS

The CGRO will be evaluated against key performance indicators including:

• Revenue growth against target

• Revenue retention and customer retention performance

• Customer acquisition cost and payback period

• Pipeline coverage and forecast accuracy

• Conversion rates and average deal value trends

• Time-to-revenue for new products, services, or market launches

• Employee engagement and retention within commercial teams

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates