Fractional CRO · Strategic Advisory · Board Resource

30 Years Building Revenue Engines. Now Available on a Fractional Basis.

30 Years Building Revenue Engines. Now Available on a Fractional Basis.

Enterprise sales executive and revenue leader offering fractional CRO, strategic advisory, and board-level engagements for PE-backed, founder-led, and growth-stage companies in Group Benefits, Payroll, HCM, and adjacent B2B services.

JT

Operating experience for the moments when revenue clarity matters most.

Operating experience for the moments when revenue clarity matters most.

• Built sales organizations from scratch and led post-acquisition GTM integrations.

• Carried multi-million dollar personal quotas while leading executive revenue teams.

• Guided a company through a sale that closed at triple its prior valuation.

Headshot of Jeffrey S. Thoms

Jeff Thoms

About Jeff

A revenue operator for growth, transformation, and go-to-market clarity.

A revenue operator for growth, transformation, and go-to-market clarity.

After 30 years building and leading revenue organizations — from Paychex to TriNet to Atrium Health to Chief Revenue Officer roles at WhiteGlove Health and Benefit Resource (BRI) — I’ve learned that the best sales leaders never stop selling. I’ve built sales organizations from scratch, carried multi-million dollar personal quotas, led post-acquisition GTM integrations, and guided a company through a sale that closed at triple its prior valuation. Today I bring that same operating experience to PE-backed, founder-led, and growth-stage companies navigating growth, transformation, or go-to-market challenges — as a fractional CRO, strategic advisor, or board resource.

Credentials

U.S. Marine Corps Veteran | M.S., Management, Strategy & Leadership, Michigan State University | B.S., Global Business Management, University of Phoenix

Areas of Expertise

Hands-on revenue leadership across the full GTM system.

Hands-on revenue leadership across the full GTM system.

Fractional CRO / Strategic Advisory

Go-to-Market Strategy & Execution

Enterprise & Complex Deal Closing

Sales Team Building & Leadership Coaching

Channel, Broker & Partner Development

Revenue Operations, CRM & Forecasting Discipline

Post-Acquisition GTM Integration

Board Readiness & Advisory

Track Record / By the Numbers

Revenue outcomes that show both operating range and executive discipline.

Revenue outcomes that show both operating range and executive discipline.

30

30

Years enterprise sales & revenue leadership

Years enterprise sales & revenue leadership

$23M → $43M

$23M → $43M

87% revenue growth as CRO at BRI, leading to acquisition at 3x prior valuation

$12.3M → $52.3M

$12.3M → $52.3M

4x agency revenue growth at Paychex

32 + 13

32-person sales org and 13-person Revenue Ops team led at Inspira Financial

24,000

HSAs opened in 2025 — a record year, 130% of prior best

#1

National Rookie of the Year & #1 ranked 401(k) sales rep at Paychex

Career Highlights

A career built inside complex revenue environments.

A career built inside complex revenue environments.

From early national recognition to CRO roles and acquisition-stage leadership, the throughline is practical sales execution paired with executive-level operating judgment.

Inspira Financial — Managing Director, Head of Sales, Health & Benefits (2024–2026): Authored the Partnership & Distribution strategy Inspira still operates on; grew broker-channel opportunity volume 38%.

Benefit Resource, LLC (BRI) — Chief Revenue Officer (2020–2024): Grew revenue 87%; led company through acquisition by Inspira at 3x prior selling price.

TriNet — VP Sales, East (2018–2020): Built an expansion sales region; grew President’s Club attainment from 4% to 30%.

Atrium Health, HEALTHWORKS — AVP Sales (2013–2018): Multi-million dollar personal quota carrier across bundled surgery, onsite clinics, and population health programs.

WhiteGlove Health — Chief Revenue Officer (2012): Doubled revenue in a six-month turnaround engagement.

Paychex Insurance Agency — Zone Sales Manager (2007–2012): Built a new division from scratch; grew revenue from $12.3M to $52.3M.

Paychex, HCM & Payroll Divisions — Sales Consultant (1996–2007): National Rookie of the Year; #1 ranked 401(k) sales rep nationally.

Engagement Models

Flexible support for the revenue questions that can’t wait.

Flexible support for the revenue questions that can’t wait.

Fractional CRO

Ongoing part-time revenue leadership for growth-stage or PE-backed companies needing executive-level GTM strategy, team building, and revenue operations discipline.

Strategic Advisory / Consulting

Project-based engagements focused on go-to-market strategy, channel/broker partnership development, or sales organization design.

Board & Advisory Roles

Ongoing strategic counsel for boards and leadership teams navigating growth, transformation, or M&A integration.

Engagement scope and terms are discussed individually per client needs.

Schedule a Conversation

Let’s Talk

Let’s Talk

The best way to explore whether there’s a fit is a conversation. Grab time directly on my calendar.

Prefer email? jeff@jeffthoms.com

Open Jeff’s Google Calendar booking page

Jeff Thoms

Group Benefits | Payroll HCM — Business Builder & Leadership Geek

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