401GO today announced two key executive appointments to strengthen its growing management team. The company named Brad Sawaya as Chief Financial Officer and Marc Jacobs as Chief Revenue Officer. These executive hires follow a $33 million Series B funding round. Furthermore, the company recently surpassed 6,000 active plans on its modern Retirement Platform. Consequently, these additions reinforce the financial discipline required to scale operations nationwide.
“We built 401GO because the legacy retirement industry’s complex, ‘rented’ infrastructure left small businesses and their workers behind,” said 401GO CEO and Co-Founder Dan Beck. “To fix this broken system at scale, we need financial discipline and a go-to-market engine that matches the power of our vertically integrated technology. Brad and Marc bring the exact experience we need to scale our operations, empower our advisor partners, and ultimately bring financial wellness to millions of underserved workers.”
Strengthening Financial Foundation and Operational Scaling
Brad Sawaya brings over 15 years of finance leadership across top fintech and enterprise SaaS software companies. Previously, he served as Chief Financial Officer at BillingPlatform during a period of rapid market expansion.
Additionally, his extensive career includes senior finance positions at global corporations like General Electric, VMware, and EMC. He began his professional career auditing technology clients at Ernst & Young as a Certified Public Accountant.
In his new role, Sawaya will manage strategic capital allocation and corporate financial growth. Therefore, his guidance helps democratize access through a reliable Retirement Platform for underserved small businesses.
Moreover, Sawaya will ensure responsible investment in technology, service, and partner support. These investments directly benefit financial advisors, plan sponsors, and human resources teams. Furthermore, robust capital management ensures that every business can access a seamless Retirement Platform without unnecessary overhead costs.
“I look for companies at this exact inflection point: where a superior, proprietary product is ready to serve more people, “ said Sawaya. “My focus is to build the financial foundation that allows us to grow responsibly while continuing to democratize access to retirement benefits for businesses that have historically been priced out.”
Driving Revenue Growth and Strategic Industry Partnerships
Meanwhile, Marc Jacobs brings more than two decades of executive experience building high-performing go-to-market sales organizations. Previously, he served as the first Vice President of Sales at Greenhouse, establishing scalable outbound revenue models.
Later, he led global commercial operations at CB Insights, driving tenfold corporate revenue growth over four years. Subsequently, as Chief Revenue Officer at Spring Health, he helped scale the business into unicorn status.
Most recently, Jacobs served as Chief Revenue Officer at Freshpaint and CHEQ, managing global revenue teams across multiple continents.
At 401GO, Jacobs will expand relationships with financial advisors, payroll providers, and human resources teams. Consequently, his strategic focus will accelerate adoption for the automated Retirement Platform across regional employer networks.
In addition, Jacobs will strengthen client retention strategies and enhance long-term partner relationships. As a result, more organizations will integrate this proprietary Retirement Platform into their core employee benefit programs.
“Legacy recordkeepers have ignored the small business market for decades because their technology was simply too expensive and complex,” said Jacobs. “401GO’s platform actually solves this systemic problem. I joined because there is a massive opportunity to build a go-to-market engine that connects our technology with the financial advisors, payroll partners, and employers who are desperate for a modern, frictionless retirement solution.”
Expanding Access to Automated Financial Solutions
As 401GO accelerates its growth trajectory, the firm remains committed to empowering businesses of all sizes. Through proprietary automation, the company simplifies complex administration and lowers total operational costs significantly.
In addition, the efficient technology facilitates affordable benefit packages for financial advisors and employers. Employers will be able to onboard employees easily using this efficient Retirement Platform.
In conclusion, 401GO has revolutionized the industry through its efficient Retirement Platform offered to thousands of employees throughout the country.
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News Source: Businesswire.com
