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Builder/Operator that excels in navigating ambiguity and driving large-scale transformative change. Last six leadership positions were all newly created roles to tackle critical growth and scale challenges that required leadership, vision, organizational alignment, and execution through scale and rigor. Deep B2B SaaS experience, notably in financial management and money movement solutions with broad experience leading diverse functions.KEY ACCOMPLISHMENTS:Pricing & Packaging Strategy: Led initiative to create new product tiers and monetization strategies, driving significant top and bottom line growth.Cost Efficiency: Achieved a 22% reduction in Care expenses as a percent of revenue over three years.Improved Customer Experiences: Doubled Transactional NPS by restructuring frontline agent incentives and compensation plan.Operational Efficiency: Implemented a customer closed-loop feedback system, resulting in a 25% reduction in customer contacts.High-Growth Revenue: Grew Payments core revenue at a 70% CAGR over ten years to $350M.
Civicplus
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Chief Strategy Officer (Cso)Civicplus Jul 2024 - PresentManhattan, Kansas, Us -
Svp Strategy & OperationsAppfolio, Inc. 2022 - Dec 2023Santa Barbara, California, UsOver five years, revenue tripled from $190M to $620M with reaccelerating revenue growth and return to profitability. Promoted to expanded leadership role and as part of the executive team reset the company’s focus towards growth and profitability by leading strategic initiatives to drive revenue growth and operational efficiency.• Exceeded annual budget commitments for past two consecutive years, by implementing operating rigor through the rollout of a new Business Operating Model (MBRs, QBRs, OKRs and Strategic Planning).• Generated tens of millions of dollars in incremental recurring revenue and profitability through creation of a Pricing & Packaging strategy. Led analysis and recommendation to create new product tiers, transitioning to a “Good/Better/Best” line-up.• Created customer health metric adopted across the organization that is predictive and causal to ARPU growth. Metric is used by product, customer success and GTM teams to orchestrate actions across the customer journey to drive product adoption and ARPU growth.• Launched AppFolio Stack (strategic partnerships platform), as a key enabler of our up-market growth strategy. Within just 18 months, live with 30 partner solutions and 20% of units connected to at least one integration partner. -
Vice President OperationsAppfolio, Inc. 2019 - 2022Santa Barbara, California, UsNewly created leadership role to scale the company for execution and growth. Created Centers of Excellence in Analytics, Customer Experience and Business Operations.• Significantly improved revenue forecasting accuracy for transactional services (e.g. Payments, Renter’s Insurance) and drove incremental revenue through analytics experimentation.• Launched Voice of Customer platform to consolidate 1M+ annual customer interactions across disparate platforms, leveraging AI/ML to identify key themes, emerging trends and customer sentiment.• Reduced 20% of customer support contacts by partnering with product teams to address top case drivers, resulting in improved customer experiences, higher NPS, while also reducing support costs. • Implemented a customer closed-loop program, which led to higher NPS and saved at-risk customers and revenue. -
Vice President Of Customer Success And Business Operations - Small Business GroupIntuit 2014 - 2018Mountain View, California, UsLed 300+ person global organization responsible for $220M budget to handle 11M annual assisted contacts with 7,000 global agents at peak season. Operations CoE responsible for technology platforms, analytics, workforce management, L&D and BPO partners. Role expanded to lead Business Operations money movement capabilities for Intuit Payments and Payroll offerings responsible for transaction risk, chargebacks and collections for $250B+ processed annually. • Drove 22% reduction in Care cost as a percent of revenue over three years while delivering improved customer and agent experiences.• Delivered 17% cost-per-customer efficiency in Payroll Operations by investing in technology platform to automate processes to scale.• Created new customer experience metric adopted across the business as a leading indicator KPI of customer experience with causal impact on retention and conversion.• Led Customer Care Technology strategy and plan across Intuit, leading to a three year CEO investment to transform the agent technology platform and experience. -
Director, Care Systems, Data, And Insights – Small Business GroupIntuit 2011 - 2014Mountain View, California, UsNewly created leadership role as part of org restructuring to unify disparate business units and siloed customer experiences. As part of leadership team, redefined Customer Care strategy, operations and 1,000+ person restructuring, which led to improved NPS, Transactional NPS and 15% expense savings. • Doubled Transactional NPS by redesigning frontline agent incentives and compensation plan.• Eliminated 25% of customer contacts by launching customer closed-loop feedback system.• Built a best-in-class 100-person operations CoE. -
Director Of Product Management - Intuit Payment SolutionsIntuit 2010 - 2011Mountain View, California, UsTook on Technology Product Leader role created by GM to transform lagging Technology strategy and progress. Partnered with Engineering leadership to create and execute on multi-year re-platforming strategy and plan.• Led change management initiatives including new resource allocation framework, adopting Agile, scaling offshore development and corporate initiatives on HA/DR, CRM and data platforms.• Over-achieved by reallocating 4X engineering resources to revenue driving priorities in one year. -
Director, Product Management | Progressive Product Management Leadership RolesIntuit 1999 - 2010Mountain View, California, UsResponsible for multi-year product line strategy for payment and software solutions. Grew business from $0.5M to $350M annual revenue. Flagship QuickBooks Merchant Service delivered 70% revenue CAGR over ten years.• 3X higher than closest competitor for both Customer Lifetime Value and NPS.• Best-in-class $9 CPA through in-product cross-sell channel responsible for 20% of customer acquisition.• Dramatically reduced per transaction cost by 80% by identifying and integrating new payment gateway partner.• Led product assessment due diligence in multiple M&A engagements including leading product integration on three closed acquisitions. -
Product ManagerIbm - Lotus Software 1998 - 1999Defined product requirements for Java applets within the eSuite product family used to create enterprise web applications and integrated Lotus Notes and IBM WebSphere applications.
David Lo Skills
David Lo Education Details
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Questrom School Of Business, Boston UniversityMba & Ms-Mis -
Suny GeneseoManagement Science -
Stuyvesant High School
Frequently Asked Questions about David Lo
What company does David Lo work for?
David Lo works for Civicplus
What is David Lo's role at the current company?
David Lo's current role is Strategy, Product & Operations B2B SaaS Leader & Advisor | Helping Scale Customer-Focused Companies for Growth | Delivering Robust Double-Digit Revenue Growth and Margin Expansion.
What is David Lo's email address?
David Lo's email address is da****@****hoo.com
What is David Lo's direct phone number?
David Lo's direct phone number is +140840*****
What schools did David Lo attend?
David Lo attended Questrom School Of Business, Boston University, Suny Geneseo, Stuyvesant High School.
What are some of David Lo's interests?
David Lo has interest in Kids, Cooking, Electronics, Traveling, Home Improvement, Reading, Crafts, Gourmet Cooking, Automobiles, Travel.
What skills is David Lo known for?
David Lo has skills like Product Management, Saas, Strategy, E Commerce, Enterprise Software, Cross Functional Team Leadership, Management, Analytics, Payments, Software As A Service, Strategic Partnerships, Strategic Planning.
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