Chief Revenue Officer

The Mortgage Office is the most trusted loan management platform in private lending. Founded in 1978, we power the full loan lifecycle for over 1,100 lenders, including private money firms, CDFIs, nonprofits, and government agencies, servicing more than $190 billion in loans.

We’re recognized as G2's #1 Loan Servicing Software and Capterra's Best Ease of Use. With offices in Huntington Beach and San Mateo, we’re now building the next generation of AI-native lending tools, and hiring a Chief Revenue Officer to help lead that work.

We are looking for a proven revenue leader to own and scale our commercial organization. Depending on the candidate’s experience, this role will be scoped as a Chief Revenue Officer (owning sales, marketing, and customer success/renewals), the executive accountable for predictable, profitable revenue growth.

This is a builder’s role. You will inherit strong products, marquee references, and durable customer relationships. You will also professionalize how we sell: sharpening our ICP and positioning, building repeatable pipeline, installing a modern sales process and forecasting discipline, and growing and coaching a high-performing team. You’ll translate deep domain credibility in private lending and financial software into a scalable, data-driven revenue machine.

• Own the company revenue number, spanning new business (ARR/bookings), expansion, and net revenue retention, and deliver predictable, profitable growth quarter over quarter.
• Define go-to-market strategy: ideal customer profile, segmentation, pricing and packaging, and the path into new customer categories (asset-based / specialty finance, fund managers, MICs, mREITs, commercial and construction lenders, institutions).
• Build an accurate forecasting and pipeline management discipline the CEO and board can rely on.
• Recruit, develop, and lead a high-performing sales organization spanning new logo, account management, and sales development.
• Install a repeatable sales methodology, deal-qualification framework, and metrics-driven operating cadence (pipeline reviews, forecasting, QBRs).
• Personally engage in strategic and enterprise deals with marquee lenders and institutions; be a credible executive presence in the room.

• At the CRO level, align marketing (demand generation, brand, and pipeline) and customer success/renewals (retention, expansion, and advocacy) under one revenue strategy.
• Partner with Product and Engineering to feed market signal into the roadmap and to launch and monetize new capabilities.
• Build the revenue operations foundation: CRM hygiene, tooling, territory and comp-plan design, and analytics.

• 10+ years in B2B sales with a strong track record of leading and scaling revenue teams; multiple years in a senior sales leadership role (Director/VP/CRO).
• Demonstrated success scaling recurring revenue in a B2B SaaS or Fin Tech environment, ideally selling into financial services/Mortgage Lenders.
• Experience carrying and consistently exceeding a team quota, with rigorous forecasting and pipeline discipline.
• Proven ability to recruit, coach, and retain top sales talent and to build the operating rhythm of a modern revenue org.
• Comfort with both strategy and execution: you can set direction and get in the deals.

• Domain knowledge of private lending, mortgage, loan servicing, or lending/financial software
  , or the ability to ramp on it quickly and credibly.
• Experience selling to lenders, fund managers, or financial institutions, and navigating multi-stakeholder, compliance-sensitive buying cycles.
• Experience building or scaling marketing and/or customer success functions (for the CRO scope).
• Track record in a founder-led or…