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My career spans roles in Customer Success, Management Consulting and Professional Services with elevated roles of people management responsibility from role to role. All of my roles are unified by a focus on three key themes: driving innovation with cutting-edge technology, collaborating with sales teams to secure new business, and empowering customers to maximize the value of their technology investments.As VP of Implementation & Onboarding at Forma AI, I led a dynamic team delivering transformative sales technology solutions, revolutionizing sales performance across industries. My expertise in go-to-market (GTM) strategies and customer success enabled me to foster strong client relationships, ensuring seamless system transitions and enabling clients to fully leverage the innovative capabilities of Forma AI’s platform.At Anaplan, as Customer Success Director, I managed a significant portion of the company’s recurring revenue, working closely with partners and field sales teams to enhance customer experiences. My role involved crafting expansion strategies that resulted in net new ARR, managing against NRR targets, andachieving PS booking targets that supported the successful delivery of Anaplan solutions.Earlier in my career at ZS Associates, I honed my skills in evaluating GTM effectiveness and optimizing commercial performance through a range of analytical techniques. I led projects across the sales performance management (SPM) spectrum, including account segmentation, territory design, quota setting, incentive plan design, and sales technology assessment and implementation.Throughout my journey, I’ve been driven by a commitment to helping businesses optimize performance through data-driven decision-making and strategic customer engagement.
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Director Of Customer SuccessTractianChicago, Il, Us -
Vp Customer OnboardingForma.Ai Feb 2022 - Jul 2024Toronto, Ontario, CaI led the onboarding function at Forma.ai. I established an onboarding team that successfully brought the largest ARR live in the last two quarters of FY24, while also transforming the professional services sales process to grow services fees per account by 3x.• Responsible for executive leadership of onboarding and professional services• Evolved onbaording team from on-shore to mixed on-shore/off-shore delivery model• Introduced implementation process standards that reduced implementation timelines by 30%• Provided Account Executives guidance on deal strategy as the domain expert• Strengthened brand by leading marketing events and autoring SPM thought leadership articles -
Director Of Customer SuccessAnaplan Nov 2015 - Feb 2022Miami, Florida, UsLead a team of Anaplan Customer Success professionals that support implementation, enablement, adoption, renewal and expansion of business planning use cases. Transformed a SaaS implementation team into a Customer Success function responsible for customer renewal and expansion increasing ARR retention. Shifted services motion from internal PS lead to joint selling and services execution with alliance partners.• Responsible for customer retention and renewal management of 10% of global ARR• Developed customer expansion strategies in close coordination with field sales team• Lead development of proposals for implementation services engagements• Collaborated with partner service providers to jointly deliver Anaplan solutions• Moderator at regional marketing events and speaker at Anaplan Hub annual customer event -
Consulting Manager Technology Strategy And ServicesZs Associates Jul 2007 - Nov 2015Evanston, Il, UsSold and delivered sales force strategy consulting and technology services, collaborated with partner software vendors, counseled executives on sales force effectiveness initiatives, and directed analyses of clients’ sales force effectiveness.• Directed quantitative and qualitative analyses of clients’ sales force effectiveness• Partnered with clients and technical SMEs to design solution architecture• Executed change management strategies for sales force effectiveness projectsNotable accomplishments:• Established ZS’s B2B Sales Performance Management (SPM) Implementation practice• Built the services delivery team from inception; partnered with Varicent, Xactly and Anaplan• Led Incentive Compensation Management (ICM) implementation for company with 10,000+ payees• Led incentive plan design and global rollout to ~1,500 sales reps• Led global sales operations assessment for a top-10 medical device manufacturer -
Investment Banking Summer AssociateJefferies & Company Jun 2006 - Aug 2006New York City, New York, Us• Authored pitch deck to support sell-side initiative for a software company M&A opportunity• Researched software client's competitors, potential buyers and industry trends • Built the valuation model using discounted cash flow, precedent transactions and multiple analysis -
Sales EngineerMcafee Sep 2003 - Jun 2005San Jose, California, Us• Provided technical expertise to prospects while working closely with sales reps• Led proof-of-concept solution implementations and software demonstrations• Contributed significantly to close $1M+ software deals in North America and Europe• Trained sales engineers, account executives, and channel partners in North America and Europe • Developed technical content of RFP responses that led field reps to new business opportunities• Technical lead on sales team that closed the largest transaction in Foundstone's history• Single transaction resulted in gross revenue of more than $1M and led to Q2'04 individual award -
Cybersecurity ConsultantInternet Security Systems, Inc Feb 2000 - Aug 2003Atlanta, Us• Analyzed client network infrastructure to develop IT security implementation strategies• Performed standards-based IT security audits and assessments• Developed a network intrusion detection response policy for a global energy company • Developed a vulnerability assessment methodology for a leading global telecom company
Eliot Offutt Skills
Eliot Offutt Education Details
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University Of Virginia Darden School Of BusinessMba -
The University Of Texas At AustinMechanical Engineering
Frequently Asked Questions about Eliot Offutt
What company does Eliot Offutt work for?
Eliot Offutt works for Tractian
What is Eliot Offutt's role at the current company?
Eliot Offutt's current role is Director of Customer Success.
What is Eliot Offutt's email address?
Eliot Offutt's email address is el****@****ail.com
What is Eliot Offutt's direct phone number?
Eliot Offutt's direct phone number is +131273*****
What schools did Eliot Offutt attend?
Eliot Offutt attended University Of Virginia Darden School Of Business, The University Of Texas At Austin.
What are some of Eliot Offutt's interests?
Eliot Offutt has interest in Buc Ee's, Children, Education, Science And Technology, Organization, Cities And Metro Areas, Human Rights, Game Theory.
What skills is Eliot Offutt known for?
Eliot Offutt has skills like Strategy, Management Consulting, Analytics, Sales Operations, Project Management, Competitive Analysis, Management, Business Strategy, Sales, Consulting, Crm, Leadership.
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