Principal, GTM Strategy and Integration (Contract)

Compensation Transparency Hourly Wage: $100.00 - $120.00 At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.     Job Summary  Earned is seeking a Principal, GTM Strategy and Integration (Contract) to provide senior, hands-on execution support across acquired firms and growth initiatives during a critical scaling period, with a strong emphasis on earning trust, credibility, and buy-in from founders, sellers, and inherited teams.   This is a high-judgment, low-ramp role designed for an operator who can run independently, drive outcomes through influence rather than authority, and provide immediate leverage to the Chief Growth Officer across complex, cross-functional workstreams.  Success in this role depends on the ability to quickly win hearts and minds at acquired firms, balancing respect for legacy practices with clarity on Earned’s operating model and growth expectations.     The Principal will partner closely with Corporate Development, Client Development, Marketing, Revenue Operations, Product/Technology, Finance, HR, and Relationship Managers at acquired firms. The primary focus is ensuring acquisitions are operationally ready, commercially enabled, and successfully activated to cross-serve Earned’s broader service suite.     Depending on business needs and individual experience, this role may focus on ramp-phase activation for newly acquired firms or stabilization and optimization of firms in steady state. Scope will flex based on where the role can drive the greatest leverage.     This role carries no direct people management and succeeds through credibility, execution strength, analytical rigor, and clear communication.       Key Responsibilities    Growth Activation & Commercial Integration   - Partner with the Chief Growth Officer and Corporate Development to translate deal theses and growth plans into clear, measurable activation goals. - Act as a trusted partner to sellers and firm leadership, navigating change with empathy while reinforcing Earned’s expectations, operating principles, and growth priorities. - Collaborate closely with legacy firm teams to co-create activation plans that respect existing client relationships while enabling new cross-serve motions. - Serve as a senior activation lead for assigned firms, coordinating cross-functional workstreams required to achieve successful ramp and stabilization.  - Assess current-state capabilities across people, process, data, and technology to inform activation approach.  - Drive readiness for cross-serve execution, including workflows, enablement, compliance steps, and operating cadence. - Identify risks, dependencies, and execution gaps early and bring forward pragmatic solutions.    Cross-Serve Enablement & Execution   - Deploy, test, and refine Earned’s cross-serve playbooks to attach wealth management and other services to existing client relationships. - Partner with Client Development, Marketing, and Relationship Managers to orchestrate positioning, enablement, and execution. - Ensure sales workflows and enablement tools are embedded effectively within CRM and supporting systems. - Identify where cross-serve motions break down and surface recommendations to improve speed, consistency, and conversion.    Analytics, Reporting & Decision Support   - Own hands-on analytics related to activation performance, including direct data collection from Relationship Managers where systems or reporting are incomplete. - Design and maintain simple, effective tracking to monitor ramp progress, steady-state performance, and value creation. - Use data to inform sequencing, prioritization, and course correction. - Synthesize insights into clear written and verbal updates for Growth leadership.    Cross-Functional Coordination   - Work closely with Operations, Finance, HR, Technology, and CRM teams to support smooth integration and execution. - Support training, role clarity, and operating cadence where needed during ramp and transition periods. - Communicate progress, risks, and outcomes with clarity, precision, and credibility.    What This Role Is (and Is Not)   This role is:   - Hands-on, execution-oriented, and outcome-driven  - Senior enough to operate independently with minimal ramp  - Influence-based, highly relational, and analytically rigorous, with demonstrated ability to build trust quickly in post-acquisition environments  - Fast-paced, ambiguous, and impact-oriented     This role is not: - A people management role  - A pure project management role  - A passive advisory or slide-only consulting engagement      Key Requirements  - Bachelor’s degree required  - 8–15+ years of experience in management consulting, PE-backed operations, growth strategy, revenue operations, or complex go-to-market execution  - Demonstrated success leading complex, cross-functional initiatives in high-growth environments  - Exceptional analytical capability with comfort building and maintaining tracking in imperfect systems  - Strong executive presence with ability to influence senior stakeholders and client-facing teams  - Excellent written and verbal communication skills including comfort with executive updates and structured problem solving  - Experience with Salesforce, CRM workflows, analytics tools, and Excel or Google Sheets strongly preferred  - Background in financial services, healthcare, or multi-service platforms a plus  - Willingness to travel regularly during ramp and integration periods     Contract Details   - 6-month contract with potential extension based on business need  - Competitive contract rate commensurate with experience  - High autonomy, high impact role with direct exposure to executive leadership   About Earned   Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.  We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.  Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.  We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale.    Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.