Chief Revenue Officer - Marketing Oversight

Headquartered in Orem, UT, with offices across Utah, Arizona, and Nevada, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values:
Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Headquartered in Orem, UT, with offices across Utah, Arizona, and Nevada, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values:
Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Squire is executing a strategic plan focused on Big Bold Moves for Transformative Growth
. Following a major acquisition and significant recent growth, we are investing in executive leadership to build a more repeatable and scalable go-to-market engine—while remaining independent, partner-owned
, and values-led.

The CRO owns end-to-end revenue outcomes—new business, expansion, partnerships, and the revenue operating system that makes growth repeatable. This role will also function as the head of marketing, accountable for brand, demand generation, and marketing operations, ensuring the firm’s market strategy and revenue strategy are one integrated system.

The mission of this role is to align and maximize the effectiveness of all revenue-related teams to drive sustainable growth, strengthen client relationships, and build a high-performing, future-ready revenue organization.

CEO / Managing Partner

• Build a repeatable inbound + outbound engine that consistently produces qualified opportunities for partners/SMEs to close.
• Implement CRM + Rev Ops rigor: forecasting cadence, dashboards, process governance, and data integrity.
• Launch channel/alliance programs that produce measurable pipeline and durable referral motion.
• Increase services-per-client through lifecycle, key-account, and cross-sell playbooks.
• Support post-acquisition revenue integration and cross-sell readiness.

• Core CRO Responsibilities (Revenue Leadership)
• Own revenue strategy, targets, pipeline performance, forecasting cadence, and reporting to leadership.
• Design and implement the firm’s revenue operating system: ICP/segmentation, pipeline stages, SLAs, pursuit process, win/loss learning loops.
• Build and scale outbound prospecting (roles, governance, messaging, enablement, sequences, performance).
• Lead partnerships/alliance strategy—partner criteria, enablement, co-marketing motions, and ROI measurement.
• Strengthen pricing discipline, packaging, and expansion motions in partnership with firm and practice leaders.
• Functional CMO Responsibilities (Marketing Leadership)
• Own brand strategy, positioning, messaging, and thought leadership aligned to firm growth priorities.
• Ensure marketing drives measurable pipeline impact (program strategy, campaign planning, funnel performance improvements).
• Lead marketing operations, analytics, and performance reporting—connecting marketing investment to revenue outcomes.
• CRM + Integration + Client Lifecycle
• Own CRM selection/implementation, adoption, governance, and data integrity to enable accurate forecasting and performance management.
• Ensure acquisitions are “sales-ready” and integrated into GTM motions and cross-sell plays.
• Strengthen client lifecycle programs; explore account-management/key-account motions to drive retention and expansion.

• Senior revenue / growth leadership experience in professional services; public accounting experience strongly preferred.
• Builder mindset: has created GTM processes and playbooks from the ground up and driven adoption across teams.
• Strong understanding of partner-led…