A new CRO at the account means a new sales system
A new chief revenue officer is on a short clock and buys help to beat it. Here's how services firms confirm the hire and reach out in time.
· 3 min read
A new chief revenue officer is under more time pressure than almost any other new executive. Revenue gets reported every quarter. The board hired them to change the number, and they'll be judged on it within a few quarters.
So they move fast. They rework the sales process, the territories, the comp plan, the forecast and the tools. Some of that they do themselves. A lot of it they buy.
That makes a new CRO a signal for firms that sell revenue operations, CRM work, data, pricing, sales enablement and customer experience.
Why the CRO seat spends
A new CRO usually arrives after growth stalls or when the company wants to scale. Either way, the old way of selling is on trial.
The first thing most new CROs find is that they can't trust the data. The CRM is a mess. The forecast is a guess. Nobody agrees on what a qualified opportunity is. Fixing that is a project, and it's often the first one.
Then come the bigger changes. A new sales methodology. A move into new segments. A pricing reset. A partner program. A shift from selling products to selling outcomes. Each needs process design, systems changes and training.
The revenue operations team is usually too small to do it alone. And the CRO doesn't want to wait for hires.
How to confirm it
A CRO hire shows up as a press release, a LinkedIn job change or, at public companies, an 8-K if the role is an executive officer. See the officer change hidden in an 8-K.
Check where they came from. A CRO who scaled a sales team at a bigger company will bring that company's playbook. If you served that company, you have a story they'll recognize. See a new leader from a company you served.
Then watch for the follow-on signals. Job posts for a head of revenue operations or sales enablement. A CRM admin opening. A new head of sales in a region. Those say the CRO is building.
And read the earnings call if the company is public. A CRO who talks about sales productivity or a new go-to-market model on a first call is telling you the plan.
The first 90 days
Most new CROs spend the first month listening. They sit in on deals, read the pipeline and meet the top sellers. By the second month, they have a diagnosis. By the third, they're making changes.
Reach them in the first month with a view, not a pitch. They're forming opinions fast and they'll welcome an outside one that's specific.
By the end of the first quarter, the big decisions are made. Partners are picked. If you're not in the room by then, you're bidding on someone else's plan.
Who else to write to
The head of revenue operations carries the systems and data work. The CFO cares about forecast accuracy and the cost of sales. The CIO owns the CRM platform at many companies.
Each of those seats has a stake in the CRO's changes. Write to each about how the changes land on them. Sell to the committee, not the contact covers how to split that work.
Say a software company called Talbridge Systems hires a new CRO from a larger competitor after two flat quarters. Three weeks later, Talbridge posts for a head of revenue operations.
Saw you joined Talbridge as CRO, and the revenue operations opening says the rebuild is starting. In a first quarter, the board usually wants a forecast it can trust before anything else. My guess is the CRM data won't support the forecast you want, and the team doesn't have the hours to fix it and run the business at once. Is that accurate, or is the bigger issue something else?
It names the hire and the posting. It ties to the CRO's first-quarter pressure. It guesses at the data problem. And it invites a correction.
The point
A new CRO is on the shortest clock in the C-suite and buys help to beat it. Confirm the hire with follow-on postings, reach them in the first month with a specific view, and write separately to the people who carry the systems. The first 90 days of a new CIO and what a new CFO means for your services pipeline show how other new leaders open the same kind of window.