Chief Marketing & Sales Officer [HT-997291]

THE CHAMBERLIN GROUP

CHIEF MARKETING & SALES OFFICER

Do you thrive at the intersection of strategy data and human connection Are you energized by building revenue engines that scale while keeping people at the center of the work Do you enjoy aligning marketing and sales into one clear accountable growth strategy If you are a confident thoughtful leader who knows how to turn insight into action we want to talk to you!

Our ideal Chief Marketing & Sales Officer is:

• A strong leader You set direction with confidence inspire high performance and create clarity for teams navigating growth.
• A clear & transparent communicator You articulate expectations strategy and feedback openly ensuring alignment up and down the organization.
• Professional You bring maturity composure and credibility to every interaction internally and externally.
• Trustworthy You operate with integrity and consistency earning trust from leadership peers and direct reports.
• Collaborative You work seamlessly across departments believing the best results come from shared ownership and teamwork.
• An efficient planner You think ahead anticipate needs and structure initiatives so execution is focused and measurable.

Our ideal CMSO is a forward-thinking executive with grit who blends creativity with discipline and strategy with execution. This role plays a critical part in shaping how The Chamberlin Group attracts educates and converts clients while scaling revenue responsibly. The CMSO will help unify marketing and sales under one clear vision ensuring growth is intentional data-driven and aligned with the companys mission.

RESPONSIBILITIES

Leadership

• Drive EOS rhythms including L10s 1:1s Lead Manage hold all Accountable and Rock setting.
• Lead mentor and develop cross-functional teams across Sales Business Development Client Service and Marketing.
• Build strong alignment between sales and marketing to operate as one cohesive revenue engine.
• Challenge the status quo and continuously improve strategies processes and performance.

Marketing

• Own overall marketing strategy aligned to company growth objectives and revenue goals.
• Develop and execute marketing campaigns lead-generation initiatives and content strategies across digital and live channels.
• Optimize lead acquisition through tech-forward strategies.
• Manage advertising mediums budgets and performance including ad spend allocation and ROI analysis.
• Oversee content creation messaging and brand consistency across all platforms.
• Plan and manage the marketing event calendar including online and in-person events.
• Coordinate with Operations on live events to ensure seamless execution and alignment.

Sales

• Build develop and retain a strong sales team.
• Own the full lead-to-revenue pipeline across the organization.
• Oversee lead distribution and routing systems (e.g. ChiliPiper) to ensure accuracy and efficiency.
• Drive lead conversion strategies that translate demand generation into revenue.
• Manage pipeline health forecasting and conversion metrics across sales and business development teams.
• Ensure sales processes expectations and execution are consistent and scalable.

Technology / Vendor Management

• Own CRM strategy and data integrity within HubSpot including reporting and KPI monitoring.
• Oversee sales and marketing technology platforms (HubSpot ChiliPiper Zocks RightCapital EstateGuru BloomGrowth).
• Ensure system cleanliness adoption renewals and vendor relationships are actively managed.
• Analyze data across platforms to inform decision-making forecasting and performance improvements.
• Manage external marketing vendors and ensure alignment with internal calendars and objectives.

** This is a full-time in-person position based in St. Louis Missouri. **

QUALIFICATIONS

Required

• 5 years of executive-level leadership with experience of managing managers
• 5 years of marketing-forward experience including digital marketing content creation and ad buying
• 3 years managing budgets and forecasts of $3M
• Proven experience collaborating cross-functionally at a senior level
• Demonstrated ability to generate revenue with strong Lifetime Value (LTV) to Customer Acquisition Cost (CAC) performance (target benchmark: 3:1)
• Bachelors degree in Business Marketing Sales or a related field

Preferred

• Experience working within a regulated marketing environment
• Market expansion experience
• Wealth management or financial services industry experience
• SMB experience within a high-growth environment
• Google Workspace proficiency
• Masters degree in Business Finance Sales or Marketing
• EOS savvy
• AI-enabled marketing experience (e.g. Gemini or similar tools)

THE COMPANY THE CHAMBERLIN GROUP

The Chamberlin Group is a mission-driven organization focused on educating and serving middle to low middle-market clients through holistic financial planning. The company blends innovation technology and human-first values to help people make confident decisions about their financial futures. With a strong belief in internal growth transparency and community impact The Chamberlin Group is building something meaningful and scalable.

WHY WORK WITH US

• We tackle an underserved market with massive opportunity.
• We invest deeply in our peoples professional and personal growth.
• Fun memorable offsites and a tight-knit team culture.
• Open-book management and transparent leadership.
• Strong focus on education and long-term client impact.
• Technology-forward and AI-enabled approach.
• We aim to become the first national virtual retirement planning company.

OUR CORE VALUES

• Glass Always Half Full We lead with optimism and enthusiasm.
• We Say Thank You Gratitude is part of how we operate every day.
• Lets Get It Done We act with tenacity and follow-through.
• Train on the Tracks We stay aligned focused and process-driven.
• Willing to Pivot We adapt innovate and embrace change.
• Work to Live Family-first mindset rooted in inclusivity and balance.

SALARY: $180k - $230k base with 30% bonus potential

BENEFITS: Medical dental vision Life & AD&D insurance 20 days PTO 10 sick days 16 paid holidays 401k (3% match) Employee assistance program

If youre excited to unify marketing and sales into one powerful growth engine apply now!

JOB CODE: The Chamberlin Group