Robert W. Email & Phone Number

New York, US

KX is the market leader in AI Vector database and generative AI. KX is focused on accelerating the speed of data and AI-driven business innovation, enabling customers to transform into real-time, intelligent enterprises. Built for the most demanding data environments, KX is trusted by the world’s top investment banks, life and health sciences.

San Francisco, California, US

• Led implementation of Product P&Ls, delivering key metrics to leadership quarterly, optimizing annual planning, and targeting 10% improvement to Rule of 40 across product areas.
• Developed pricing & monetization strategies for new products to increase Splunk TAM, driving a ~5% increase to long range plan top line growth with Cloud gross margin accretive products.
• Collaborated with Silver Lake private equity investors to reduce average cost per head by 15%, implementing operational efficiency targets across geographies and grade mix in Annual Planning.

San Francisco, California, US

• Hired, trained, and developed a team of 2 senior analysts to build inaugural Country P&L’s, streamlining top line reporting, establishing governance for expenses, creating Board materials, and presenting strategic.
• Managed top-line metrics for Board meetings and earnings calls, building new insights and metrics while enhancing financial reporting transparency and reducing reporting time in Snowflake andc Tableau.
• Directed a cross-functional team of 10+ in classifying expenses, COGS, and headcount for country P&Ls, ensuring accurate financial reporting and analysis to inform investment decisions.
• Provided recommendations to leadership on annual sales headcount planning and long range plan, utilizing metrics from Country P&Ls to optimize resource allocation and decrease sales cost to book by ~5%.

San Francisco, California, US

• Presented sales results for Observability and Security business units monthly to Executive Staff and quarterly to Global Sales leadership in QBRs.
• Orchestrated M&A due diligence, modeling, and integration for six key acquisitions in Observability, including the company’s largest acquisition valued at approximately $1B.
• Established insights for the newly acquired Observability team of 200+ during finance metric reviews. Implemented robust reporting structures and analytics frameworks.
• Led top-line modeling and weekly bookings calls for the Observability business, driving a 5% increase in pipeline and facilitating alignment between sales leadership and financial objectives.
• Hired, trained, and integrated a team of 2 managers from acquisitions to support product area reporting, annual planning, and M&A.

San Francisco, California, US

• Actively reported to CIO and CISO on a weekly basis, managing a budget envelope exceeding $150M and delivering recommendations that resulted in budget variances less than 1% of plan.
• Implemented process improvements and collaborated with Facilities and IT teams to optimize annual global CAPEX envelope of $50M and associated depreciation modeling.
• Overhauled AWS spend and governance, driving over $5M in annual cost avoidance and receiving recognition from senior leadership for implementing outstanding cost optimization strategies.

San Jose, California, US

• Consolidated and reported Advanced Consulting and Customer Services bookings and revenue by sales geography
• Served as business partner to the Customer Success Operations organization, managing budget and headcount
• Created reports on revenue by line of business and dashboards for expense and headcount for the PS organization

San Jose, California, US

• Supported monthly bookings, revenue, and gross margin forecast review cycles for the full company P&L, resulting in a company gross margin forecast within 30 bps of actual results.
• Distributed weekly dashboard to CFO and senior sales leaders explaining changes to bookings, discounts, margins, and mix metrics; leveraged for course correction needed within the quarter.
• Developed reports on revenue by line of business and dashboards for expense and headcount for the Professional Services (PS) organization, enhancing financial transparency.
• Served as business partner to the Training and Customer Success Operations organizations, managing budget and headcount for an org of 1,000+.