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Strategic Customer Success and Account Management Leader. Focused on developing the strategies that drive customer retention and C-Sat. Track record of success.Brought in to rebuild the team or create the strategy in support of company growth and market dynamics. Breadth of experience across Marketing, Sales and Services provides a broader view of the customer and customer success relationship. Have worked for VC / PE backed firms and public companies.Open to consulting and focused engagement to establish updated strategies, rollout and measurements.Specialties: Customer Success, Account Management (expansion) and customer retention for SaaS applications
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Vice President Customer SuccessTrustradius Jun 2021 - Nov 2022Austin, Tx, UsReported to the CEO. Managed a team of 23 spanning onboarding, operations, CS and account mgt. Brought in to re-think the Customer Success and Account Management strategy and GTM. Revamped GTM required hiring of new management and 15 new ICs. Increased key feature adoption metrics by 30% to 50%. Delivered the two highest retention quarters in company history. Rolled out new Enterprise / SMB segmentation strategy for CSM / Account mgt and eventually adopted in new business. Rolled out new CSM system, added data analytics function providing insights never before seen by customers. Left for personal reasons -
Sr. Director New Business SalesCommunity Brands Jul 2020 - Jun 2021St. Petersburg, Fl, UsReported to CRO. Moved to new business sales during my personal move from Austin to Florida. Added 3 new enterprise customers on our SFDC platform. Made quota. -
Vice President Account Management / Customer SuccessCommunity Brands Apr 2017 - Jul 2020St. Petersburg, Fl, UsAbila was acquired by Community Brands in April 2017. Reported to CRO. Managed a team of 10 covering multiple CRM platforms for both enterprise and SMB association markets. Consistently made quota on both cross / up sells and retention. Made club multiple times. -
Vice President, Account Management & Customer SuccessCommunity Brands Mar 2015 - Mar 2017St. Petersburg, Fl, UsAbila was acquired by Community Brands in April 2017. Reported to the CRO. Managed a team of 15 covering SMB and Enterprise. Increased SMB retention 2%, Held Enterprise retention steady post product acquisition (very old product suite, customer base fearful of change). Consistently beat quota, Made club. Brought in as part of new organization (a result of PE ownership merging three companies) Abila was the market leader with thousands of customers in Fund Accounting, Fund Raising software and Association Management applications for non-profits and training applications. -
Chief Customer Officer / Svp Sales EnablementSpredfast Jan 2014 - Feb 2015Austin, Texas, UsReported to the CEO pre acquisition by Spredfast, then CRO of combined companies. Pre-merger, Managed 15 across three teams covering all aspects post sale. Shortened sale to live time by 50%, Held retention steady through acquisition. Joined Mass Relevance as part of the expansion of the exec team in preparation for the sale of the company. While at Spredfast, lead sales enablement as part of new expanded offering. -
General Manager / Account Management, Luminate ProductsBlackbaud 2012 - 2013Charleston, South Carolina, UsReported to Divisional EVP. Managed team of 25 owning retention and upsell into the old Convio base, and expansion of Convio products into the Blackbaud base. Exceeded all sales metrics, including cross product penetration (all members of that team made club), Brought to market new service offering that had a 93% attach rate. Held retention steady on Convio base -
Vice President Account ManagementConvio, Now A Blackbaud Company 2009 - 2011Charleston, South Carolina, UsI owned the “expand” in the land and expand strategy. Built and ran account management sales teams focused on back to base sales and client retention for our SaaS internet products. Beat the sales and churn goals and sales every year. Drove significant strategy changes in proactive client outreach and reactive account management servicing to support a widening distribution of client size (Enterprise to SMB). These became foundational to advancing our successful churn strategy. Started and expanded a new- business acquisition sales team for a new CRM product built on Force.com platform - deployed 100% via a partner channel (which was instrumental in creating as well). -
Director, Account ManagementConvio, Now A Blackbaud Company Jun 2007 - 2009Charleston, South Carolina, UsConvio, acquired by Blackbaud in 2012, was the leading provider of SaaS based online fundraising and advocacy products for the non-profit marketplace. Convio was an $80M public company when acquired. Joined Convio pre-public.Reported to the CRO. Managed 12 people across two teams. One team was account management (retention / upsell) the other team was a new business team for SMB. Consistently beat pan for upsell, retention and new business units. Made club multiple times. -
Business Development Director, Channel SalesSs8 Networks 2006 - 2007Milpitas, Ca, UsSS8 Networks is the leader in Lawful Intercept (LI) solutions enabling Service Providers and ISPs to capture illegal and homeland security threats, providing warranted information to Law Enforcement. I was responsible for bringing LI products to the regional service providers market via direct sales and channel partnerships. Met new customer and revenue goals. -
Vice President MarketingAustin Logistics 2004 - 2006Privately held company focused on predictive analytic software applications for risk management, fraud and collections for the financial services market. Reported to CEO. Managed a marketing team of 8. Initiated sales-driven marketing approach in support of transition from call center collections focus to a product set of advanced risk and fraud applications resulting in a significant shift in pipeline, sales mix and double digit year-on-year growth. -
Vice President MarketingHire.Com 2001 - 2003UsPrivately held company focused on SaaS applications for Recruiting Automation. Joined as part of a turn-around team. Hire.com was acquired by Authoria.I was directly involved in stabilizing the company in 2002, returning it to positive year-on-year growth in 2003 and 2004. Re-positioned and Re-introduced the company to the market. Launched the company's first Applicant Tracking product suite which resulted in increased sales and revenue per deal. Product suite won product of the year in 2002. -
Vice President Marketing And Sales OperationsLatitude Communications 1999 - 2000NASDAQ: LATD, acquired by CISCO. Company focused on premise-based voice and data conferencing for secure online collaboration. Joined post IPO to drive expansion. -Developed new sales messaging and competitive positioning, supporting company's expansion from leadership in premise-based voice conferencing to data conferencing and outsourced services offerings. -Retooled and retrained sales force resulting in an increase in average deal size and million-dollar transactions from new logo and installed base.
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Vice President MarketingVantive Corporation 1994 - 1999UsNASDAQ: VNTC, acquired by PeopleSoft. Leader in CRM.·Directly responsible for development of corporate positioning, product messaging, executing market awareness and lead generation programs, public relations and industry analyst relations. IPO in August 1995.·Launched multiple products including the repositioning of separate single products into the Vantive Enterprise offering resulting in 57% increase in multi-application sales.·Created unique sales / channel focused organization assembling all functions driving sales effectiveness including account planning, sales process, reference programs, sales training, competitive strategies and sales tools.·Launched Vantive's Industry Partner Program
Bob Tate Skills
Bob Tate Education Details
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Duke University - The Fuqua School Of BusinessMba -
University Of Southern CaliforniaMarketing
Frequently Asked Questions about Bob Tate
What is Bob Tate's role at the current company?
Bob Tate's current role is Strategic CS / AM Leader - Fixer and Builder of CS / AM GTM.
What is Bob Tate's email address?
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What is Bob Tate's direct phone number?
Bob Tate's direct phone number is +151286*****
What schools did Bob Tate attend?
Bob Tate attended Duke University - The Fuqua School Of Business, University Of Southern California.
What skills is Bob Tate known for?
Bob Tate has skills like Saas, Crm, Enterprise Software, Direct Sales, Strategic Partnerships, Salesforce.com, Account Management, Lead Generation, Business Development, Sales Process, Strategy, Marketing.
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