Bob Tate

Bob Tate Email and Phone Number

Strategic CS / AM Leader - Fixer and Builder of CS / AM GTM
Bob Tate's Location
Jacksonville Beach, Florida, United States, United States
About Bob Tate

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

Bob Tate's Current Company Details

Strategic CS / AM Leader - Fixer and Builder of CS / AM GTM
Bob Tate Work Experience Details
  • Trustradius
    Vice President Customer Success
    Trustradius Jun 2021 - Nov 2022
    Austin, Tx, Us
    Reported 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
  • Community Brands
    Sr. Director New Business Sales
    Community Brands Jul 2020 - Jun 2021
    St. Petersburg, Fl, Us
    Reported 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.
  • Community Brands
    Vice President Account Management / Customer Success
    Community Brands Apr 2017 - Jul 2020
    St. Petersburg, Fl, Us
    Abila 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.
  • Community Brands
    Vice President, Account Management & Customer Success
    Community Brands Mar 2015 - Mar 2017
    St. Petersburg, Fl, Us
    Abila 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.
  • Spredfast
    Chief Customer Officer / Svp Sales Enablement
    Spredfast Jan 2014 - Feb 2015
    Austin, Texas, Us
    Reported 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.
  • Blackbaud
    General Manager / Account Management, Luminate Products
    Blackbaud 2012 - 2013
    Charleston, South Carolina, Us
    Reported 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
  • Convio, Now A Blackbaud Company
    Vice President Account Management
    Convio, Now A Blackbaud Company 2009 - 2011
    Charleston, South Carolina, Us
    I 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).
  • Convio, Now A Blackbaud Company
    Director, Account Management
    Convio, Now A Blackbaud Company Jun 2007 - 2009
    Charleston, South Carolina, Us
    Convio, 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.
  • Ss8 Networks
    Business Development Director, Channel Sales
    Ss8 Networks 2006 - 2007
    Milpitas, Ca, Us
    SS8 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.
  • Austin Logistics
    Vice President Marketing
    Austin Logistics 2004 - 2006
    Privately 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.
  • Hire.Com
    Vice President Marketing
    Hire.Com 2001 - 2003
    Us
    Privately 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.
  • Latitude Communications
    Vice President Marketing And Sales Operations
    Latitude Communications 1999 - 2000
    NASDAQ: 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.
  • Vantive Corporation
    Vice President Marketing
    Vantive Corporation 1994 - 1999
    Us
    NASDAQ: 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

Saas Crm Enterprise Software Direct Sales Strategic Partnerships Salesforce.com Account Management Lead Generation Business Development Sales Process Strategy Marketing Sales Operations Go To Market Strategy Cloud Computing Customer Retention Start Ups B2b Analytics Management Sales Enablement Customer Relationship Management Software As A Service Channel Selling Solution Selling Leadership Sales

Bob Tate Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Mba
  • University Of Southern California
    University Of Southern California
    Marketing

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?

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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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