Josh Waldo

Josh Waldo Email and Phone Number

Retired / Advisor for Software/SAAS Companies @ Bain & Company
Josh Waldo's Location
Bozeman, Montana, United States, United States
Josh Waldo's Contact Details
About Josh Waldo

With more than 25 years of experience in the software and SAAS space, I made the decision to partially retire at the end of 2023. I also decided to offer my assistance to software/SAAS companies as an advisor and/or board member as it makes sense. I have a strong passion for GTM in the areas of Channel, Sales, and Customer Success which mirrors much of my experience. I have had the benefit of a very rich career in both public and private companies most recently spending ~10 years under the context of private equity (PE) backed software/SAAS companies. The PE and growth equity space is exciting and rewarding and I am a huge believer in the models surrounding it.Throughout my career, I have gained extensive management and industry experience leading teams with expertise in sales, customer success, marketing, corporate strategy, professional services, support, and business development.I have a Masters of Public Administration degree and a B.A. from Eastern Washington University. Now being partially retired, I enjoy more time with my family and friends, playing golf, skiing, hiking, fishing, and participating in various other sports and outdoor activities as time allows.Specialties: Sales, Channel/Partner Development, Business Development, Management, Marketing, Leadership, Customer Success, and Professional Services, and M&A Integration.

Josh Waldo's Current Company Details
Bain & Company

Bain & Company

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Retired / Advisor for Software/SAAS Companies
Josh Waldo Work Experience Details
  • Bain & Company
    Bain External Advisor
    Bain & Company Oct 2024 - Present
    Boston, Ma, Us
    As a Bain External Advisor within the Bain Advisory Network (BAN), I help the private equity group within Bain Consulting on various client engagements. I provide external advisory services as needed in the area of software, SAAS, workflow automation, and data integration. Most of my advisory work is in the functional area of go-to-market (GTM) based on my previous experience as a GTM software/SAAS executive.
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  • Fjuri
    Advisory Board Member
    Fjuri Mar 2024 - Present
    Seattle, Washington, Us
    I currently serve as a member of Fjuri's board of advisors focused primarily on their GTM for the Fjuri X product capability: https://www.fjurix.io/. Fjuri X identifies and reports how leads are converting across both the marketing and sales funnel to create pipeline opportunities and closed won revenue. Fjuri X shows which GTM investments are driving the highest contribution to pipeline and revenue goals and allows marketing and sales leaders to optimize their GTM budgets to support the right revenue driving efforts. Fjuri X provides RevOps, Marketing Ops and GTM leaders the visibility they can’t get today to see real-time impact of leads in the top of the funnel and how likely leads are going to convert to pipeline. Built on a proprietary data model, Fjuri X fills the gap between top of funnel initial conversion data to pipeline and closed won business and enables decision makers to optimize the winning marketing plays that actually work.
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  • Cdata Software
    Chief Revenue Officer (Cro)
    Cdata Software Jul 2022 - Dec 2023
    Chapel Hill, Nc, Us
    Lead sales, renewals, partners/alliances, customer success, and support.
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  • Nintex
    Chief Customer Officer
    Nintex Jul 2017 - Jul 2022
    Bellevue, Washington, Us
    Responsible for delivering superior customer and partner experiences worldwide as well as leading the customer success model for Nintex. Organizational responsibilities includes global customer support, global partner strategy and programs, strategic industry alliances, as well as internal and external enablement and training.
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  • Nintex
    Vice President, Channels & Strategy
    Nintex Oct 2014 - Jul 2017
    Bellevue, Washington, Us
    Leading channel/partner development and strategic alliances WW to grow revenue and drive a profitable partner ecosystem around the Nintex portfolio of workflow solutions.
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  • Microsoft
    Sr. Director, Cloud Partner Strategy
    Microsoft Sep 2011 - Oct 2014
    Redmond, Washington, Us
    My team and I are focused helping existing and emerging partners define and land their business models around the Microsoft public Cloud. To do this, we implement Cloud partner programs/offerings, channel incentives, and business model enablers through scalable mechanisms, the Microsoft field, and our strategic partner network.
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  • Microsoft
    Director, Smb Customer And Solution Partner Marketing
    Microsoft Sep 2009 - Sep 2011
    Redmond, Washington, Us
    My team focuses on the SMB market in the US. We drive marketing programs to help SMB customers find Microsoft solutions that solve their unique business challenges. We are passionate about helping SMB customer and partners realize their full potential from both a technology and business perspective and are always looking for new ways to drive value.My role was three fold1. to lead the organization, make critical decisions on marketing campaigns, online marketing strategies, budget, etc.... as well as to advocate internally for the group2. develop the leaders on my team and the individual contributors that report to me and to my management team, helping everyone reach their full potential and to make an extraordinary impact for the company3. accountable to the US SMB business, our core product/solution priorities, as well as for revenue. This entails a strategic and execution oriented focus.Previous to this scope in year 1 of this role, I also ran the NSI and MISV marketing teams as well as the partner incentive program called "DIG."
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  • Microsoft
    Group Manager, Solution Partner Marketing
    Microsoft Apr 2006 - Sep 2009
    Redmond, Washington, Us
    My team and I focused on driving technology adoption and through partner marketing to breadth ISVs, Startups, and Web development organizations. We did this through recruitment, enablement, and market/sell activation engines that we both built and executed on.
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  • Metia
    Vice President, Professional Services (Web Design, Web Development, Editorial)
    Metia Aug 2002 - Apr 2006
    London, Gb
    Led 4 practice teams (web development, design, editorial, and customer evidence) representing 50 employees and 10 subcontractors with responsibility for profitability, revenue, and quality goals for marketing services organization.
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  • Siebel Systems
    Sr. Marketing Manager, Customer Marketing And Customer References
    Siebel Systems Jan 2001 - Jul 2002
    Austin, Texas, Us
    Rolled out and executed company’s corporate customer reference program including launched and executed customer reference program for the US.
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  • Siebel Systems
    Sr. Marketing Manager, Customer Marketing / Customer References
    Siebel Systems May 1999 - Jan 2001
    Austin, Texas, Us
    Worked with analyst relations, PR, product marketing, sales, and other marketing teams to successfully develop and manage two separate one-stop shop regional customer reference programs first in Reston, Virginia and then in Bellevue, Washington
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  • Apco Worldwide
    Sr. Associate And Account Manager, Economic Development, Market Research, And Public Affairs
    Apco Worldwide Jan 1997 - May 1999
    Washington, Dc, Us
    Program and account managed economic development and market research client accounts, providing marketing execution and public affairs consulting.
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  • Spokane Intercollegiate Research Technology Institute
    Marketing Manager
    Spokane Intercollegiate Research Technology Institute Sep 1996 - Jun 1997
    While finishing a graduate degree in Public Administration, provided marketing support and research for the executive director of SIRTI, a technology incubation agency in Spokane, WA

Josh Waldo Skills

Strategic Partnerships Cloud Computing Strategy Business Development Marketing Strategy Go To Market Strategy Digital Marketing Start Ups Enterprise Software Management Multi Channel Marketing Product Management Leadership Competitive Analysis Channel Program Management New Business Development Demand Generation Isv Integrated Marketing Online Marketing Sales Management Channel Partners Team Leadership Smb Sales Process Strategic Leadership Marketing Communications Software Industry Marketing Management Public Relations Organizational Leadership Social Media Marketing Digital Strategy Executive Management Global Business Development Partner Marketing Channel Marketing Market Research Channel Programs Small Business International Business International Marketing International Sales Change Leadership Partnership Development Channel Expansion Microsoft High Tech Software Sales

Josh Waldo Education Details

  • Eastern Washington University
    Eastern Washington University
    Public Administration/Political Science
  • Eastern Washington University
    Eastern Washington University
    Sociology

Frequently Asked Questions about Josh Waldo

What company does Josh Waldo work for?

Josh Waldo works for Bain & Company

What is Josh Waldo's role at the current company?

Josh Waldo's current role is Retired / Advisor for Software/SAAS Companies.

What is Josh Waldo's email address?

Josh Waldo's email address is jo****@****tex.com

What is Josh Waldo's direct phone number?

Josh Waldo's direct phone number is +142532*****

What schools did Josh Waldo attend?

Josh Waldo attended Eastern Washington University, Eastern Washington University.

What are some of Josh Waldo's interests?

Josh Waldo has interest in Politics, Technology, Golfing, Family Time, Fishing.

What skills is Josh Waldo known for?

Josh Waldo has skills like Strategic Partnerships, Cloud Computing, Strategy, Business Development, Marketing Strategy, Go To Market Strategy, Digital Marketing, Start Ups, Enterprise Software, Management, Multi Channel Marketing, Product Management.

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