Growth

Accelerate Revenue With Proven Growth Expertise

Growing a financial services company requires a unique blend of sales expertise, marketing sophistication, and deep industry knowledge. Our fractional growth leaders bring the experience to help you find, win, and retain customers at scale.

What We Do

Go-to-Market Strategy

• Define target market and ideal customer profile
• Develop positioning and messaging frameworks
• Create go-to-market playbooks
• Plan market entry and expansion strategies

Revenue & Sales Strategy

• Build and optimize sales processes
• Design pricing and packaging strategies
• Implement sales enablement programs
• Develop partner and channel strategies

Revenue Operations

• Implement CRM and sales tech stack
• Build forecasting and pipeline management
• Create sales analytics and reporting
• Optimize lead-to-close workflows

Marketing Strategy & Brand

• Develop brand positioning and identity
• Create content and thought leadership programs
• Build demand generation engines
• Implement marketing automation and attribution

Customer Acquisition & Retention

• Design customer acquisition funnels
• Optimize conversion rates and CAC
• Build customer success programs
• Develop retention and expansion strategies

Ideal For Companies That

• Have product-market fit but struggle to scale revenue
• Need to build or professionalize their sales function
• Want to expand into new markets or segments
• Are experiencing high customer churn
• Need to optimize unit economics and CAC/LTV

The Strategic Factor Difference

Our fractional growth leaders have built revenue engines at the world’s fastest-growing companies. They understand the unique challenges of selling in financial services—from long sales cycles to compliance requirements to relationship-based selling.

When you work with a Strategic Factor growth leader, you get:

• Proven playbooks from scaling similar companies
• Hands-on execution building your revenue engine
• Financial services expertise with regulated sales environments
• Access to our network of sales talent, agencies, and partners