About Lendio

Lendio’s AI-driven origination platform powers the end-to-end lending journey for lenders and companies serving small businesses. By combining full-funnel automation, embedded financing, and connected data intelligence, Lendio delivers faster, smarter funding, measurable growth, and stronger ROI across the SMB ecosystem, while unlocking billions in underserved capital.

Lendio’s vision is to empower business owners with frictionless, transparent access to the best credit options.

Lendio’s mission is to accelerate the modernization of small business financial services by enabling lending as a service via seamless, AI-powered financing experiences.

History

Lendio has a decade-plus history as the nation’s largest small business loan origination platform, serving small businesses directly with funding across 10+ funding types from 100+ fully integrated financing partners.

We’ve funded over $16 Billion in small business financing, issuing over 600,000 small business loans.

Our AI driven technology allows us to pre-qualify, seamlessly qualify and underwrite - including integration of 30+ third party data sources, intelligently decision, and predictively match borrowers to the loan offers most likely to fund their business needs. Our continued investment in that technology has increased our CAC to LTV, accelerated our speed to funding, decreased our operational effort per funded borrower, and increased our revenue per transaction consistently year over year.

This success has allowed us to expand the depth, breadth, reach, and annual revenue of our direct to SMB marketplace business continuously throughout Lendio’s history.

Productizing our technology

Over the past 3 years we’ve expanded beyond our direct relationship with SMBs by productizing our technology and launching our first lending as a service solutions to both Financial Institutions and Small Business Platforms.

Today our productized technology solutions are sold to financial institutions seeking to modernize or expand their small business lending programs, and to SMB platforms looking to embed small business financing solutions within their native workflows.

Initial in-market success and momentum are demonstrated by successful Alpha and Beta launches of our initial product offerings and 100%+ revenue growth in our software solutions in 2025. Financial institutions leveraging our solutions market today include TAB Bank, Bankwell, Grasshopper Bank, SmartBiz (Centrust Bank), CCBank, ZiFi (Zions Bank), Bitty Advance, Lendr, Peac and FundWorks. SMB platforms leveraging our embedded financing solutions include Dun & Bradstreet, Paychex, SoFi, The Hartford, Heartland Payment Systems, Meow, Ricoma and Warespace.

Our direct channels, embedded origination platform, and financial institution relationships work symbiotically to drive a flywheel of supply, demand, and operational leverage that is establishing Lendio’s ecosystem as critical to the entire SMB financing infrastructure.

Lendio’s technology solutions

Lendio serves 3 core audiences with our technology solutions.

• SMBs: Lendio’s AI-driven lending platform empowers business owners with fast, transparent access to the best credit options. Our advanced models analyze each small business’s profile, using intelligent matching, risk assessment, and data-driven performance predictions to instantly surface the most competitive financing options sourced from 100+ lenders.

• SMB Platforms: Lendio offers SMB platforms a fully managed, end-to-end financing solution, from opportunity identification and acquisition to application and closing, powered by automation and supported by white-glove service on demand. Leveraging an SMB platform’s own first-party data, our intelligence enhances and enriches customer insights, identifying financing opportunities within their SMB base.

• Financial Institutions: Lendio’s AI-powered origination platform applies a lender’s credit policy and capital to build a scalable, high-quality SMB lending program. Combining advanced decisioning, enhanced data collection, and sophisticated workflow automation, Lendio delivers portfolio growth without large human capital or technology investments.

Our software solutions are developed to be deployed holistically across these three audiences to drive individual audience outcomes and revenue streams as well as overall flywheel momentum. These solutions include:

• Customer acquisition programs via our direct and embedded origination platforms.

• Pre-qualification of SMB customers via our AI models leveraging a decade plus of funded borrower data.

• Embedded financing solutions that allow a financial institution or SMB platform to embed Lendio’s end-to-end financing solution within their native workflows, either as a one-stop SMB financing solution or as a turndown solution complementing in-house products.

• Digital loan application that translates Lendio’s 10+ years of refining and streamlining the application process for deployment within SMB platform and Financial Institutions native environments including 30+ automated 3rd party credit pulls.

• Customer support via Agentic AI paired with white glove service on demand that offers SMB customers personalized support throughout the funding lifecycle

• Workflow and decisioning automation that evaluates applicants against an FI’s loan policy for human-assisted or automated decisions; facilitates the closing experience, including DSCR, document generation and signing.

• Underwriting and origination solution that automates small business loan decisioning and underwriting for both banks and digital lenders including Dynamic pricing control to effectively adjust for higher risk cohorts.

• Analytics & competitive insights: Optimization recommendations based on current loan policy; insights to help gain wallet-share and understand how other FIs are lending to your depositors.

The Opportunity

Lendio is at an inflection point — with strong momentum, a powerful platform, and a category-shaping opportunity to scale.

Following an incredible year in 2025 (20%+ growth in our core business and 100%+ in emerging lines) we’re seeking a revenue leader to help expand our platform and drive what’s next. We’re seeking a CRO who has a strong grounding in both direct and SaaS growth leadership to drive all revenue functions at Lendio—origination, platform/enterprise sales, account management, and partnerships—to scale the business to $300M+ while delivering a best-in-class lender, client, partner, and small-business customer experience.

Our next CRO will play a critical role in:

• Defining a unified revenue strategy for the company

• Driving sales, partnerships, account management and revenue operations

• Leading our GTM strategy for emerging Saas product lines

• Scaling both our origination and SaaS businesses to a combined 300M+

• Partnering with product, marketing, and operations to deliver our vision holistically to the market

Lendio’s vision is to empower business owners with frictionless, transparent access to the best credit options. We believe the next generation of category-defining companies will pair elite consultative sales talent with modern technology—using data and AI to improve judgment, consistency, and customer trust without losing the human connection that matters most. We’re seeking a leader with the clarity and conviction to embed that vision across teams, systems, and execution.

Responsibilities

Vision & Leadership

• Own and articulate a compelling, unified revenue vision across origination and platform businesses.

• Own the end-to-end revenue architecture across multiple monetization models

  • Leading the team selling our platform proposition to banks, non-bank lenders, and embedded partners

  • Leading the team serving our end customers (small businesses) high-volume business loan products

• In partnership with Ops, Product, and Marketing, own the GTM strategy and vision for emerging product lines.

• Set a clear, uncompromising standard for what “best-in-class” sales execution and customer experience look like in a product led organization—and what they do not.

• Inspire teams through change, setting the bar for performance, professionalism, and purpose.

• Drive a culture where ambition, accountability, and trust coexist.
  

Revenue Execution

• Own revenue growth, forecasting, pipeline health, and performance across all channels for all business lines.

• Balance growth, conversion, margin, and retention—without sacrificing customer trust.

• Establish disciplined operating rhythms, metrics, and accountability across the revenue org.

• Drive consistent execution at scale while continuously improving quality.
  

Organization Design & Talent

• Build an environment that attracts, develops, and empowers exceptional revenue leaders.

• Make decisive talent decisions in service of the long-term vision of the company.

• Design compensation, incentives, and performance expectations that reward quality outcomes in strategic alignment with the company vision.

• Partner with ops and marketing to build education, training, and enablement programs that develop sales teams who are strong strategic partners to both our clients and our internal organization.

• Build a sales culture people actively seek out to join.
  

Customer Experience

• Establish and scale a consultative GTM motion that clearly articulates Lendio’s platform value to both Lenders & Partners. Align pipeline to the target ICP, and set transparent expectations that lead to successful onboarding and long-term ecosystem engagement.

• Champion a differentiated SMB experience grounded in transparency, speed, and trust.

• Ensure sales behaviors align with Lendio’s brand and long-term customer value.

• Use insight and feedback loops to continuously improve the end-to-end customer journey.
  

Technology, Data & AI Enablement

• Accelerate the adoption of modern tools—including AI-driven capabilities—to improve decision-making, productivity, and consistency across the revenue organization.

• Ensure technology intelligently enhances human judgment and customer relationships.

• Partner closely with Product and Engineering to:

  • Embed intelligence into daily workflows

  • Improve lead prioritization, matching, and execution

  • Translate revenue-side insight into product evolution

• Hold leaders accountable not just to results, but to effective adoption tools, processes, and systems that drive scalability of results.

Cross-Functional Leadership

• Serve as a core member of the Senior Leadership Team and act as a connective force across functions.

• Operate as the “point guard” of the organization—creating clarity, alignment, and momentum.

• Collaborate deeply with Product, Marketing, Ops, and Finance to ensure revenue strategy and company strategy move together

What Success Looks Like (18–24 Months)

• A unified, high-performing revenue organization across origination and platform

• Clear acceleration toward $300M+ in revenue

• Improved sales quality, customer experience, and retention

• Set and scale a go-to-market operating model that increases revenue productivity through disciplined execution, data-informed decisioning, and effective use of sales technology.

• A collaboratively defined GTM roadmap for emerging lines that is embraced by product, revenue, operations, and marketing

• A sales culture defined by Lendio’s core G.R.O.W.T.H. values – including professionalism, accountability, ambition, and pride

• An SLT that trusts the CRO’s leadership and follows his/ her lead

Who You Are

• A proven revenue leader who has scaled complex organizations

• A strategic SaaS GTM leader who is eager to help drive us from 0 to 1 with our emerging lines

• Ambitious, charismatic, and operationally disciplined

• Comfortable leading through change—and making hard calls early

• Deeply customer-centric, with a long-term view of value creation

• Fluent in modern revenue tooling and thoughtful about the role of AI in sales

• A leader who embodies Lendio’s G.R.O.W.T.H. values:

  • Grit – resilient through challenge

  • Real – honest, direct, and grounded

  • Ownership – accountable for outcomes

  • Win – competitive with integrity

  • Team – elevates others

  • Humble & Hungry – confident, curious, and never finished

Pay Range:

Benefits

• Be part of a high-performing, collaborative team, and have fun at work each day

• Competitive pay

• A full suite of traditional benefits

• Untracked PTO (Paid Time-off)

• 401(k) with company match

• Company-contributed HSA

• Onsite gym and standing desks

• Wellness program

• Discounted cellular plans

• Infertility Coverage

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

Lendio participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.