Boardroom Media (CFO News)
At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based CFO’ operating in the CRM space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Amy Weaver
President & Chief Financial Officer of Salesforce
Amy Weaver is the President & Chief Financial Officer at Salesforce.
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About Salesforce: Salesforce is a global cloud computing company that develops CRM solutions and provides business software on a subscription basis.
Nigel LeGresley
Chief Operating Officer / Chief Financial Officer of Acumatica
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About Acumatica: Acumatica is a provider of cloud business management software that empowers small and mid-size businesses to unlock their potential.
Patrick Zanoni
CFO of Yalo
Patrick Zanoni is the CFO at Yalo. Before that, he was the Chief Financial Officer at Portworx.
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About Yalo: Yalo develops an AI-based customer relationship management platform used to help businesses offer a delightful customer experience.
Tim Cabral
Advisor (Former CFO) of Veeva
As CFO, Tim is responsible for all aspects of financial management and G&A operations. He brings over 20 years of technology finance background and nearly 10 years of software finance and operations background. Prior to joining Veeva Systems, Tim served as CFO/COO for Walsh Wireless, a wireless solutions and services company and as CFO/CoFounder of Agistics, a start-up focused on employee management services. Tim also spent more than 7 years at PeopleSoft, Inc., where he held various positions, including VP of Products & Technology Finance and Senior Director of Corporate FP&A. During his tenure as VP of Finance, Tim created and built the Operational Controller team and developed an influential business partnership model with General Managers who owned business units driving upwards of $250m in revenue. Prior to PeopleSoft, Tim served in finance positions at Chiron Corporation and LSI Logic. Tim holds a MBA in Finance and a Bachelors degree in Finance from Santa Clara University.
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About Veeva: Veeva Systems is a provider of cloud-based business solutions for the global life sciences industry.
Sydney Carey
CFO of Talkdesk
Sydney Carey was named as Chief Financial Officer of Talkdesk in August 2021. Prior to joining Talkdesk, she was the CFO of Sumo Logic. Carey was the chief financial officer of Zscaler and MongoDB, Inc. Before MongoDB, she was executive vice president and chief financial officer of TIBCO Software, Inc. Before her tenure at TIBCO, Carey served as a chief financial officer at a number of companies, including Vernier Networks, Inc., Pacific Broadband Communications, Inc., and Entera, Inc. She holds a B.A. in economics from Stanford University and was the winner of the Bay Area CFO of the Year in 2012 and the 2010 Stevie Award for Women in Business, Best Executive.
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About Talkdesk: Talkdesk offers an enterprise contact center platform that allows companies to make the customer experience a competitive advantage.
David Cristman
Chief Financial Officer of ClearCare
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About ClearCare, ClearCare: ClearCare is a web-based software solution that helps home care agencies efficiently focus on what’s important: providing better care.
Shin-Yuan Tzou
CFO of BroadVision
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About BroadVision: BroadVision has been a global leader in providing organizations with the rules, tools and infrastructure for doing business on the Web.
Derrick A Jensen
Chief Financial Officer of Quanta Services
Prior to taking on his current responsibilities in May 2012, Jensen served as senior vice president – finance and administration and chief accounting officer with oversight of the company’s finance and accounting, treasury, IT and risk management functions. Jensen also had a significant role in the company’s acquisition and integration strategies and the development of integrated business and information system processes. Throughout his 15-year tenure at the company, Jensen had increasing financial and accounting responsibilities. He joined Quanta in 1997 as controller, a title he held until 2009. He added the roles of vice president and chief accounting officer in 1999. Before joining Quanta, Jensen obtained his public accountant certification (CPA) and was a manager at Arthur Andersen LLP where he served primarily commercial clients, many of which were highly acquisitive. Jensen earned a Bachelor of Science in business administration with a major in accounting from Oklahoma State University in 1992.
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About Quanta Services: Quanta Services provides engineering, procurement and construction (EPC) services for comprehensive infrastructure needs.
Valerie Rainey
Chief Financial Officer of iCIMS
Valerie Rainey is the CFO at iCIMS.
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About iCIMS: iCIMS is a talent cloud company that helps organizations to attract, engage, hire, and advance the right talent.
William Wilson
Chief Financial Officer of Celframe Corporation
William Wilson is the chief financial officer of [Celframe](https://www.crunchbase.com/organization/celframe), a software company that develops office and business management and administrative software.
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About Celframe Corporation: Cellframe is a software company developing office and business management and administrative software.
Keith Gibson
Chief Financial Officer of Netcare Group
Qualifications: BAcc, CA(SA) | Appointed: 10 November 2011 Keith joined Netcare in July 2006 as Financial Manager of Netcare’s International Operations. He was appointed as Acting Chief Financial Officer of Netcare on 1 August 2011, and as executive director and Group Chief Financial Officer from 10 November 2011. Prior to joining Netcare, he held senior financial positions with PPC Cement and Barloworld Limited. Keith also chairs the Finance and Investment Committee and Working Capital Committee.
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About Netcare Group: Netcare cares about the dignity of our patients and all members of the Netcare family.
Brian Sylvester
CFO of Bullhorn
Brian Sylvester is the CFO at Bullhorn. Prior to becoming CFO, Brian spent three years at Bullhorn in various finance and accounting roles. Prior to Bullhorn, Brian was Corporate Controller at Pegasystems. He is a CPA in Massachusetts, has a master’s of science in accounting from Boston College and a bachelor’s of science in accounting from Bryant University.
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About Bullhorn: Bullhorn provides cloud-based CRM solutions for companies in business services industries.
Ken Stillwell
Chief Operating Officer & Chief Financial Officer of Pegasystems
Ken Stillwell is the Chief Operating Officer and Chief Financial Officer at Pegasystems.
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About Pegasystems: PegaSystems provides business process and customer relationship management solutions for organizations.
Jim Pluntze
Chief Financial Officer of Liaison International
Jim is Liaison’s chief financial officer. Jim joined Liaison with over 25 years of experience in finance and accounting in the Massachusetts high-tech industry. Prior to Liaison, Jim was chief operating officer and chief financial officer at NaviSite, Inc., a provider of enterprise-class hosting and managed cloud services. NaviSite was acquired by Time Warner Cable in 2011. Prior to NaviSite, Jim held senior finance positions at Lanthorn Technology, Guardent, Inc. and Razorfish. He holds an M.B.A. from Northeastern University and a B.A. in Economics from the University of Washington.
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About Liaison International: Liaison International helps higher education institutions better identify, recruit, enroll and retain best-fit students.
Steve Isom
Chief Financial Officer of Bloomerang
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About Bloomerang: Bloomerang is a cloud-based donor management application that helps nonprofit organizations reach, engage and retain advocates.
Jerry Cressman
CFO of Paytronix Systems
Jerry Cressman is the CFO at Paytronix Systems.
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About Paytronix Systems: Paytronix helps restaurants and retail drive incremental sales by creating guest loyalty.
Roy Barak
Chief Financial Officer and Chief Operating Officer of Vindicia
Roy Barak currently works as Chief Financial Officer and Chief Operating Officer at Vindicia. He previously worked at Amdocs as Finance Business Partner – SI&O Sales, Marketing, Services R&D, O2A, and RevenueGuard.
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About Vindicia: Vindicia offers comprehensive subscription management solutions that help businesses acquire and retain more customers.
Neil Murphy
CFO of Zaius
Neil Murphy is the CFO of Zaius.
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About Zaius: Zaius is a customer data platform designed to empower marketers to grow revenue from existing customers.
Kyle Messman
CFO of Velocify, Inc.
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About Fontinalis Partners, Velocify, Inc.: Velocify® designs sales acceleration software to help high-velocity sales teams turn more prospects into customers.
Raj Singhal
CFO of Huge
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About Huge: Huge redefines what’s possible for the world’s most ambitious brands.
Lenka Lechmanova
Chief Financial Officer of V2 Strategic Advisors
Lenka oversees day-to-day administrative duties and strategic initiatives in the areas of finance, accounting, and general business operations. She supports V2’s various departments and team members to ensure successful execution of the company’s strategy. Lenka’s prior work experience includes positions in public relations and banking organizations. During her tenure at Bank of America, she earned top performer awards in consumer banking operations and sales-related roles. Lenka was educated at the Technical University of Kosice in Slovakia where she earned a bachelor’s degree in business administration. Her outside interests include gourmet cooking, interior design and spending time with family in the New Hampshire Seacoast.
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About V2 Strategic Advisors, V2 Strategic Advisors: V2 is a boutique management and technology consultancy firm.
Matt Andrade
Chief Financial Officer of ActiveVideo Networks
Matt oversees the financial strategies and business processes that are fundamental to mapping and executing on ActiveVideo’s growth objectives. He is charged with creating the financial models that are cornerstones of the evaluation of new technology and market opportunities by the company’s management team and Board of Directors. He works closely with ARRIS Group and Charter Communications, the ActiveVideo joint venture partners, to build support for investment decisions that can help the company scale across additional business and geographic areas. Matt joined ActiveVideo as controller in 2010, and has been vital to the implementation of operational and financial disciplines that are aligned with the company’s business objectives. His keen grasp of ActiveVideo’s operations and financial models were instrumental in the acquisition of ActiveVideo by ARRIS and Charter. Previously, he had been on a partner track at Burr, Pilger & Mayer and co-founded BizProNet, a consulting practice which was created to connect businesses with pre-vetted management level consultants. Matt is licensed as a CPA by the State of California. He holds a B.S. in Accounting from Santa Clara University.
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About ActiveVideo Networks: ActiveVideo, a software company, uses cloud-based technology to bring advanced user interfaces to cable and IPTV set-top boxes.
Nate Richards
CFO & Co-founder of Enerex
Nate Richards is a veteran entrepreneur, having started his first company in 2003, growing it to place 6 times in the Inc 5000 list. Depth areas include Energy (the entire value chain from oil & gas to utilities to retail energy), SaaS, and entrepreneurial strategy, where Nate has completed coursework at Harvard Business School’s Executive Education program.
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About Enerex, Entrance Software Consulting: Retail Energy’s Trusted Data Platform
Steven Varela
CFO & General Counsel of NectarOM
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About NectarOM: We make it easy for Enterprises to build, operate, and scale their omnichannel personalization capability
Miki Katz
Chief Financial Officer of Qognify
Miki Katz joined Qognify in 2016. He has over 20 years of experience in Finance and business operations across global, public and private companies. Prior to joining Qognify, Miki was the VP finance and Business Operations for Radware Inc., CFO and COO for Ness Technologies North America and VP Finance for Verint Systems Inc. Miki holds an MBA and BA in economics and business administration from Bar Ilan University.
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About Qognify: Qognify helps organizations mitigate risk, maintain business continuity, and optimize operations
Akber Pabani
CFO of Fire Engine RED
Akber Pabani Leads finance department at Fire Engine RED.
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About Fire Engine RED: Fire Engine RED is an innovative technology, marketing, and modeling solutions company that’s served the education market since 2001.
David Clark
CFO of Glowpoint
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About Glowpoint, Oblong Industries: Glowpoint offers cloud-based video collaboration, network and support services for large and mid-sized enterprises.
Elizabeth Tuohy
CFO of NuWest Group
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About NuWest Group, TA Group Holdings: At NuWest Group, we pride ourselves on providing the highest level of customer service to our clients and candidates.
Lee Ann Prosky-Carter
CFO of Summa Technologies
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About Maven Machines, Summa Technologies: Summa Technologies is a digital marketing firm that focuses on providing engaging customer experiences for businesses.
Jorge Vizcarra
Founder, CFO & Board Member of Prombi
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About Prombi: Prombi connects small restaurants with their customers in a simple and friendly way.
Jorge Vizcarra
Founder, CFO & Board Member of Prombi
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About Prombi: Prombi connects small restaurants with their customers in a simple and friendly way.
