Chief Customer Officer
Saas Supporting Fintech
AeroLeads people directory · profile
Terry M. Mckenzie Email & Phone Number
Chief Customer Officer
at
SaaS supporting FinTech
1 work email found
@austintask.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Customer Officer
Location
Austin, Texas, United States
Who is Terry M. Mckenzie? Overview
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Quick answer
Terry M. Mckenzie is listed as Chief Customer Officer at SaaS supporting FinTech, based in Austin, Texas, United States. AeroLeads shows a work email signal at austintask.com and a matched LinkedIn profile for Terry M. Mckenzie.
Terry M. Mckenzie previously worked as Board Chair at Austin Task, Inc. and Board Member at Austin Task, Inc.. Terry M. Mckenzie holds Industrial Engineering from Georgia Institute Of Technology.
Company email context
Email format at SaaS supporting FinTech
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*@austintask.com
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Profile bio
About Terry M. Mckenzie
Chief Customer Officer; Executive Client Partner & Client-Centric Evangelist responsible for Client Success, business development, client and executive relationships, Client Playbook, client retention, revenue growth, issue resolution, and client satisfaction for Tier 1, marquee, and strategic clients.Executive Client Partner-Business Development: developed and maintained relationships with C-level, E-level, and operational level executives for strategic clients (regional, national, and international) and 3rd party providers; Director of Cloud/SaaS Services; product development; Customer Success; and client retention.Business Development by being a leader and partner collaborating with clients and channel partners in the development of innovative products and services.An extensive background in start-ups, revitalization, strategic initiatives, and scaling for rapid growth while supporting multiple clients in highly competitive, agile, technology-driven environments.Recognized for expertise in product development, service delivery, application support, project management, and Engagement Director for enterprise-scale projects. Successful record of strengthening strategic client relationships, forging strong vendor partnerships, enhancing executive relationships, a dramatic increase in client satisfaction, and enhanced revenue.Specialties: • Business Development • Executive Client Partnerships• Product Roadmap & Evangelist• Strategic Partnerships • Executive Level Relationships• Client Retention• Channel Partner Alliances• Global Team Management• ☁️ SaaS/Cloud Services• Agile Product/Software Development• Professional Services• Client Success• Developing vision and Client Playbook for 'what's next'• Engagement Director for Enterprise level projects• Mentoring/Scaling Organizational Development
Listed skills include Outsourcing, Strategic Partnerships, Leadership, Business Strategy, and 47 others.
Current workplace
Terry M. Mckenzie's current company
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12 roles
Terry M. Mckenzie work experience
A career timeline built from the work history available for this profile.
Board Chair
Current
Dec 2018 - Present
Board Member
Austin Task, Inc. is a (501)(c)3 nonprofit, employing individuals with disabilities in the secure document destruction industry (ATI Secure Docs) and in the commercial janitorial services industry (Reliable Facilities Service, Inc.). We pride ourselves on offering services centered around our clients' needs and operated with personal service and attention.
Apr 2018 - Dec 2018
Mentor & Advisor
Apr 2021 - May 2023
Board Member
Apr 2019 - Mar 2023
Executive Director
Family Office
Managing Partner for Family Office.Led legal, financial, and governance.
Jan 2016 - Jun 2017
Chief Customer Officer - Executive Client Partner
Managed day-to-day operations and SaaS with P&L responsibility.Led business development, Client Relationships, 3rd party relationships, Client Support, Professional Services, on-boarding, installations, product development, Project Management Office (PMO), training, and client retention. Senior Executive responsible for providing seamless service from.
Oct 2010 - Dec 2015
Chief Operations Officer
Performance Accountability
Responsible for business development, client support, 3rd party partnerships, product development, and infrastructure for SaaS start-up.
Feb 2009 - Oct 2010
Vice President (Caregain)
- Developed/Managed two SaaS Service Delivery Platforms supporting 30+ healthcare companies. Led Business Development, Client Services, PMO, Account Management, on-boarding, and Product Development for on-premise and.
- Established Two Application Service Platforms (SaaS) at separate data centers.
- Chairman of Operations Committee coordinating service delivery of five business units as a single customer-facing product.
- Member of Executive Committee establishing strategic direction, product definition, service delivery, and target market
- Gave numerous product and service presentations to C-Level and E-Level
- Managed problem reporting, tracking, prioritization, and resolution.
Nov 2006 - Dec 2008
Vice President & General Manager (National Image Archive)
Responsible for product implementation and service delivery for Image Services on a national level. Successfully expanded client base by partnering with strategic partners to revamp the product offering, upgrade SaaS platforms, and improve service levels. Clients ranged in size from community focused banks to multi-state institutions. Achieved improvement.
Nov 1998 - Dec 2008
Vice President & General Manager - Outsourcing
Senior executive responsible for the strategic move of multiple service centers to image-based technology. Managed four image platform conversions supporting a combined customer base of 400+ financial institutions. Each image center processed 20,000,000 check images per month with a client base that ranged from community size organizations to a $50+.
Jun 1994 - Oct 1998
Vice President
(Line of business purchased by Unisys)Managed multiple data processing centers supporting 300+ financial institutions. Led on-boarding, client support, daily production, and account management. Led business development and senior executive for 3rd party partnerships.
Oct 1992 - Jun 1994
2 education records
Terry M. Mckenzie education
Industrial Engineering
Georgia Institute Of Technology
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Georgia State University
FAQ
Frequently asked questions about Terry M. Mckenzie
Quick answers generated from the profile data available on this page.
What company does Terry M. Mckenzie work for?
Terry M. Mckenzie works for SaaS supporting FinTech.
What is Terry M. Mckenzie's role at SaaS supporting FinTech?
Terry M. Mckenzie is listed as Chief Customer Officer at SaaS supporting FinTech.
What is Terry M. Mckenzie's email address?
AeroLeads has found 1 work email signal at @austintask.com for Terry M. Mckenzie at SaaS supporting FinTech.
Where is Terry M. Mckenzie based?
Terry M. Mckenzie is based in Austin, Texas, United States while working with SaaS supporting FinTech.
What companies has Terry M. Mckenzie worked for?
Terry M. Mckenzie has worked for Saas Supporting Fintech, Austin Task, Inc., Newchip Accelerator, Changing Expectations, and Family Office.
How can I contact Terry M. Mckenzie?
You can use AeroLeads to view verified contact signals for Terry M. Mckenzie at SaaS supporting FinTech, including work email, phone, and LinkedIn data when available.
What schools did Terry M. Mckenzie attend?
Terry M. Mckenzie holds Industrial Engineering from Georgia Institute Of Technology.
What skills is Terry M. Mckenzie known for?
Terry M. Mckenzie is listed with skills including Outsourcing, Strategic Partnerships, Leadership, Business Strategy, Strategic Planning, Vendor Management, Vendor Relationships, and Manage Client Relationships.
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