Head of Sales and Strategy

WHO WE ARE
Founded in 2018, Zogo has been on a remarkable journey in financial education. Over the years, we've had the privilege of partnering with 250 financial institutions and assembling a dedicated team of passionate and skilled team members. Our impact is something we're incredibly proud of, with a user-base that has grown to over 1.5M people who have diligently completed more than 10 million education modules. At Zogo, we want everyone to be empowered to reach their financial goals - and we need your help to make it happen.
ABOUT THIS ROLE
We're seeking a dynamic Head of Sales & Strategy to lead Zogo's growth in the credit union and community bank space. This role will be responsible for shaping and executing our go-to-market approach, driving new business acquisition, deepening existing relationships, and ensuring our partners realize the full value of our solutions. The ideal candidate is both a strategic thinker and a hands-on operator, capable of building strong industry relationships while delivering measurable sales results.
This is a great opportunity to join an established yet expanding fintech company that is revolutionizing financial education as we know it.
Responsibilities:

• Drive the end-to-end sales strategy for credit union and community bank segments, focusing on both new business growth and existing partner expansion.
• Develop and implement a scalable go-to-market plan tailored to SMB financial institutions, aligned with Zogo's broader growth objectives.
• Own partner retention by engaging key stakeholders, ensuring high satisfaction, adoption, and measurable outcomes.
• Identify and execute upsell and cross-sell opportunities across Zogo's product portfolio to maximize member engagement and ROI for partners.
• Partner with Product and Marketing teams to develop strategic campaigns, co-branded initiatives, and partner programs that drive results.
• Track and analyze sales performance, partner health, and market trends to inform strategy and optimize resource allocation.
• Represent Zogo at industry conferences, partner events, and thought leadership opportunities to strengthen brand visibility and credibility.

YOUR EXPERIENCE:

• 8+ years of experience in sales leadership, business development, or strategy roles, preferably within fintech, SaaS, or financial services.
• Proven track record of driving revenue growth, building strategic relationships, and leading high-impact go-to-market initiatives.
• Experience working with credit unions, community banks, or other SMB financial institutions strongly preferred.
• Strong analytical skills with the ability to leverage data for decision-making and strategy refinement.
• Exceptional communication, negotiation, and presentation skills.
• Ability to thrive in a fast-paced, entrepreneurial environment and balance strategic thinking with tactical execution.

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OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
Zogo is committed to creating a diverse environment and is proud to be an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Zogo is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [email protected]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
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