Chief Marketing Officer
Current
Jul 2024 - Present
AeroLeads people directory · profile
Erik Carlson Email & Phone Number
CMO @ CoreTrust, a Blackstone Company | Growth Marketing Leader | Global B2B SaaS | Change Agent
at
CoreTrust
1 work email found
@i-sight.com
4 phones found area 615, 425, and 503
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
CMO @ CoreTrust, a Blackstone Company | Growth Marketing Leader | Global B2B SaaS | Change Agent
Location
Nashville Metropolitan Area, United States
Who is Erik Carlson? Overview
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Quick answer
Erik Carlson is listed as CMO @ CoreTrust, a Blackstone Company | Growth Marketing Leader | Global B2B SaaS | Change Agent at CoreTrust, based in Nashville Metropolitan Area, United States. AeroLeads shows a work email signal at i-sight.com, phone signal with area code 615, 425, 503, and a matched LinkedIn profile for Erik Carlson.
Erik Carlson previously worked as Chief Marketing Officer at Coretrust and Marketing Advisor at Carlson Consulting. Erik Carlson holds Mba, Strategy, Marketing, & Finance from Northwestern University - Kellogg School Of Management.
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{first_initial}{last}@i-sight.com
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Profile bio
About Erik Carlson
Builder of high-performing growth marketing teams and modern brands that help tech businesses punch through to whatever “next level” might be. Accomplishments across PE-backed and public B2B SaaS companies between $25M ARR and $1B include: • Doubled marketing ROI for $1B business to 7.6x over 18 months• Contributed to 5x return for PE firm via acquisition 3 years ahead of plan• Fueled growth of $25M ARR business to $65M within 3 years• Increased ABM-generated sales by 10x to $5M within 2 years• Accelerated MQL-win funnel velocity by 29%• Transformed 3 marketing teams to full-funnel, data-savvy, agile• Renamed and rebranded GRC company + built new global website• Rebranded fintech company + built new global website• Modernized martech and data capabilities for past 3 teams• Led M&A marketing due diligence for 15 targets with 1 sale and 2 buys• Built/ran agency’s marketing innovation lab serving Fortune 500• Launched Microsoft Surface, 9 MSN Money releases, & app startupThink of me as a marketing exec who can be dropped into companies that have not yet realized the full potential of their marketing investments and need another engine for the plane. I’m a bold thinker who delivers fast, builder of happy and engaged teams, global marketer with deep experience across tech sectors and segments to generate demand and strengthen brands, and change agent with a track record of transformative impact.
Listed skills include Product Management, Start Ups, Business Development, Product Launch, and 37 others.
Current workplace
Erik Carlson's current company
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13 roles
Erik Carlson work experience
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Marketing Advisor
CurrentStrategic marketing advisor to B2B SaaS businesses tackling growth marketing, change management, martech modernizations, and brand lift initiatives.
Jan 2024 - Present
Chief Marketing Officer
Case IQ is a PE-backed, Canadian, global B2B SaaS company (~180+ FTEs) in Governance, Risk Management, and Compliance (GRC). Recruited as the company’s first CMO to quickly transform marketing into a modern, data-driven, full-funnel growth engine capable of tripling ARR and positioning the company for scale. • Renamed and rebranded 20-year old company.• Modernized martech stack, website, data, and digital capabilities. • Transformed team into an agile, full-funnel, growth marketing team.• Launched company’s first integrated campaigns and ABM programs.• Led marketing due diligence for M&A efforts and integration plan for closed deal.
Sep 2022 - Oct 2023
Chief Marketing Officer, Tax & Accounting Software Division
Promoted to CMO of $1B tax and accounting SaaS/software division for $6.6B public company to transform and lead 30-person global B2B marketing team and drive growth for tax and audit software lines serving enterprise, mid-market, and small business customers across the Americas, EMEA, and APAC.• P&L owner responsible for achieving 8-10X marketing ROI.• Doubled marketing ROI and marketing-attributed sales over 18 months.• Transformed marketing team into an agile, data-driven, growth marketing team.• Increased ABM-driven marketing-attributed sales from large accounts by 10x.• Increased eCommerce revenue by 29-58% across SMB product portfolio.• Accelerated MQL-Win funnel velocity by 29%.• Co-led fully virtual and hybrid 3,000-person annual user conferences.
Sep 2020 - Aug 2022
Chief Marketing Officer (Company Acquired By Thomson Reuters)
Confirmation was a PE-backed, global SaaS company (~170+ FTEs) that was acquired in 2019. Recruited as the company’s first CMO to build a global marketing growth engine for the 18-year old fintech (audit confirmation) software company seeking aggressive growth toward an exit. We doubled revenue and delivered a 5x return for investors during my tenure. The business continues to thrive as part of Thomson Reuters.• Responsible for supporting 26-48% YoY revenue growth across the Americas, EMEA, and APAC.• Rebuilt marketing team, brand, global website, and content portfolio in first 9 months.• Transformed marketing function into an modern, agile, full-funnel growth marketing team.• Expanded marketing team in EMEA (London office) and APAC (Sydney office).• Ran global integrated campaigns (content, digital, events, partnerships, ABM) in close alignment with subsidiary sales teams to drive demand and product utilization.• Played key roles in M&A due diligence and integration into Thomson Reuters.
Jan 2018 - Sep 2020
Chief Marketing Officer
Phy (f.k.a BKON Connect) was a B2B SaaS/hardware startup providing a physical-to-mobile digital content platform. Led marketing, branding, and business development in a nascent market enabled by Google’s Physical Web.
Jul 2016 - Dec 2017
Director, Innovation Services
Redpepper is a midsize creative agency. Recruited to build and run a rapid product and marketing innovation lab to diversify agency’s offerings to Fortune 500 clients. Lab delivered solutions for Deloitte, Verizon, and Mars.
Sep 2013 - Jul 2016
Co-Founder & Ceo
Built software startup for a multi-angle, social mobile video app. Led product strategy, grew the team, and secured $1.3M Series A up-round. App featured by Apple and covered by Forbes, GigaOm, TechCrunch, & VentureBeat.
Sep 2011 - Jun 2013
Director Of Client Engagement, Central U.S.
Prior to its IPO and acquisition by Oracle, Opower was a midsize B2B SaaS company driving residential energy conservation. Led 18-FTE team responsible for managing 22 utility clients ($20M ARR). Ran SaaS implementations and large-scale consumer marketing programs that reduced home energy usage 2-4%.
Jan 2010 - Feb 2011
Senior Product Manager, Microsoft Surface
Part of the team that launched the first Microsoft Surface product. Developed Microsoft’s B2B hardware service model to enable launch with AT&T, Sheraton, Disney, & MSNBC and support rollout across 120 cities. Led team of 70 FTEs (non-directs).
Nov 2006 - May 2009
Senior Marketing Manager, Global Midsize Business Segment
Advised product and subsidiary marketing teams on global marketing to midsize businesses. Ran 14 global campaigns and a 150-agent win-back program. Selected for leadership program for top 5% of company performers.
Jul 2003 - Nov 2006
Product Planner, Msn Money/Microsoft Money
Led subscription growth strategy for bill pay and funds transfer services. Guided teams through 9 product releases, managed $1B partnership, and helped evolve the personal financial management software to a SaaS offering.
Mar 2001 - Jun 2003
Marketing Manager, Online Marketing
Part of company’s internet strategy team for AmericanExpress.com. Led 20-person cross-division team (non-directs) to build $1M website and data analytics tool and run market research to inform website experience.
Jul 1999 - May 2000
2 education records
Erik Carlson education
Mba, Strategy, Marketing, & Finance
Northwestern University - Kellogg School Of Management
Ba, International Relations & Spanish
Middlebury College
FAQ
Frequently asked questions about Erik Carlson
Quick answers generated from the profile data available on this page.
What company does Erik Carlson work for?
Erik Carlson works for CoreTrust.
What is Erik Carlson's role at CoreTrust?
Erik Carlson is listed as CMO @ CoreTrust, a Blackstone Company | Growth Marketing Leader | Global B2B SaaS | Change Agent at CoreTrust.
What is Erik Carlson's email address?
AeroLeads has found 1 work email signal at @i-sight.com for Erik Carlson at CoreTrust.
What is Erik Carlson's phone number?
AeroLeads has found 4 phone signal(s) with area code 615, 425, 503 for Erik Carlson at CoreTrust.
Where is Erik Carlson based?
Erik Carlson is based in Nashville Metropolitan Area, United States while working with CoreTrust.
What companies has Erik Carlson worked for?
Erik Carlson has worked for Coretrust, Carlson Consulting, Case Iq, Thomson Reuters, and Thomson Reuters® Confirmation.
How can I contact Erik Carlson?
You can use AeroLeads to view verified contact signals for Erik Carlson at CoreTrust, including work email, phone, and LinkedIn data when available.
What schools did Erik Carlson attend?
Erik Carlson holds Mba, Strategy, Marketing, & Finance from Northwestern University - Kellogg School Of Management.
What skills is Erik Carlson known for?
Erik Carlson is listed with skills including Product Management, Start Ups, Business Development, Product Launch, Project Management, Strategic Planning, Program Management, and Entrepreneurship.
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