Erik Carlson Email and Phone Number
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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.
Coretrust
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Chief Marketing OfficerCoretrust Jul 2024 - PresentNashville, Tn, Us
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Marketing AdvisorCarlson Consulting Jan 2024 - PresentStrategic marketing advisor to B2B SaaS businesses tackling growth marketing, change management, martech modernizations, and brand lift initiatives. -
Chief Marketing OfficerCase Iq Sep 2022 - Oct 2023Ottawa, Ontario, CaCase 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. -
Chief Marketing Officer, Tax & Accounting Software DivisionThomson Reuters Sep 2020 - Aug 2022Toronto, On, CaPromoted 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. -
Chief Marketing Officer (Company Acquired By Thomson Reuters)Thomson Reuters® Confirmation Jan 2018 - Sep 2020Nashville, Tennessee, UsConfirmation 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. -
Chief Marketing OfficerPhy Jul 2016 - Dec 2017Nashville, Tn, UsPhy (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. -
Director, Innovation ServicesRedpepper Sep 2013 - Jul 2016Nashville, Tn, UsRedpepper 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. -
Co-Founder & CeoStreamweaver Sep 2011 - Jun 2013Nashville, Tn, UsBuilt 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. -
Director Of Client Engagement, Central U.S.Opower Jan 2010 - Feb 2011Arlington, Va, UsPrior 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%. -
Senior Product Manager, Microsoft SurfaceMicrosoft Corporation Nov 2006 - May 2009Redmond, Washington, UsPart 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). -
Senior Marketing Manager, Global Midsize Business SegmentMicrosoft Corporation Jul 2003 - Nov 2006Redmond, Washington, UsAdvised 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.
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Product Planner, Msn Money/Microsoft MoneyMicrosoft Corporation Mar 2001 - Jun 2003Redmond, Washington, UsLed 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.
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Marketing Manager, Online MarketingAmerican Express Jul 1999 - May 2000New York, Ny, UsPart 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.
Erik Carlson Skills
Erik Carlson Education Details
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Northwestern University - Kellogg School Of Management& Finance -
Middlebury CollegeInternational Relations & Spanish
Frequently Asked Questions about Erik Carlson
What company does Erik Carlson work for?
Erik Carlson works for Coretrust
What is Erik Carlson's role at the current company?
Erik Carlson's current role is CMO @ CoreTrust, a Blackstone Company | Growth Marketing Leader | Global B2B SaaS | Change Agent.
What is Erik Carlson's email address?
Erik Carlson's email address is ec****@****ght.com
What is Erik Carlson's direct phone number?
Erik Carlson's direct phone number is +161586*****
What schools did Erik Carlson attend?
Erik Carlson attended Northwestern University - Kellogg School Of Management, Middlebury College.
What skills is Erik Carlson known for?
Erik Carlson has skills like Product Management, Start Ups, Business Development, Product Launch, Project Management, Strategic Planning, Program Management, Entrepreneurship, Team Leadership, Cross Functional Team Leadership, Leadership, Competitive Analysis.
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