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Chris Kohler

April 18, 2024 by greenmellen

With 40+ years of experience as a technology executive, general manager, president / business owner, and engineer, Chris Kohler has a proven strategic and visionary track record of creating and leading highly effective organizations for Fortune 500 companies as an effective means to accelerate business objectives.

Experienced in all functional areas of an organization with a focus on product development, operations, and internationally-sourced manufacturing, he helps companies to:

  • Offer products and/or services worldwide
  • Find new business opportunities
  • Develop new, high-quality products and services
  • Deliver strong revenues and profits
  • Position start-up and/or existing businesses for sustainable global growth

As an expert in international outsourced ODM/JDM/OEM/CM business approaches and operational best practices that significantly reduce product/service costs and operating expenses, while increasing quality, production, and overall market share, Chris works with high tech, consumer electronic, wireless, networking, telecommunication, computing, and IoT companies.

In his distinguished career, Chris served as:

Vice President Engineering for CommScope Home Networks Segment where he was a member of the Executive Leadership Team and directly responsible for leading a world-wide R&D organization that consisted of 1000+ telecom engineers at 16 internal design centers and 10 Joint-Design-Manufacturing (JDM) centers.  During his tenor, Chris achieved 30% OPEX reduction by utilizing his extensive experience in operational R&D efficiencies.  He also served as a technical expert for private equity/IPO/M&A due diligence initiatives.

General Manager and Vice President Engineering for ARRIS Retail Division, where he drove annual revenues of $100M and was directly responsible for growing the SURFboard cable modem brand in retail to be #1 most recognizable in North America.  He also led the Telco Broadband CPE R&D organization, an expert technical witness for FBI in USA vs Ryan Harris (aka DerEngel cable modem hacker) and an industry representative at FCC hearings for measuring broadband speeds.

Senior Director Engineering for Google, Motorola, and General Instrument where he was responsible for numerous R&D functions such as systems, hardware, software, QA, and program management in the development of broadband (cable, fiber, DSL) and video (cable, satellite) CPE products.

President and co-owner of Zero Silence Networks, LLC where he organically created an ISP that specialized in internet video-monitoring systems for various SMB markets.

Chris holds M.S.E.E and B.S.E.E. degrees from San Diego State University and Cable Executive Management certification from Harvard Business School.  He was selected into Eta Kappa Nu Electrical Engineering Honor Society for academic excellence.

Harness the Momentum of Revenue Operations: Unify Marketing, Sales, and Customer Success

July 31, 2023 by Megan Esposito Leave a Comment

Fostering revenue growth is now a team effort rather than the sole job of the sales team. It’s helpful to visualize revenue growth as a bucket – marketing opens the tap,  sales fill it up, and customer success ensures no leaks from the bottom. It’s a balanced process, a harmonious symphony.  

Progressive organizations have reimagined their revenue-generating functions – Marketing, Sales, and Customer Success – as a coordinated, cohesive powerhouse. Moving beyond the age-old attempts to “align the sales and marketing teams,” companies increasingly understand that the best way to drive revenue is to improve every aspect of a customer’s journey. How a company attracts prospective customers (marketing), wins over new customers (sales), and then enables and ultimately retains customers (customer success) is the ultimate formula for growing revenue.

For validation of this approach, look no further than your television. Subscription services like Netflix have rocketed to growth by understanding that getting a customer’s interest is only the beginning of the revenue journey. Gaining a subscription and keeping that customer from unsubscribing are crucial pieces of the revenue puzzle. With B2B firms now focusing on the total revenue picture in much the same way, a new function has emerged—Revenue Operations (RevOps). RevOps aligns the revenue functions, fostering collaboration and optimizing the overall revenue-generating journey. 

In this blog post, the first of a series, we will serve you a triple treat – the consolidated wisdom of three veterans of the essential revenue functions. With over 50 years of collective experience leading Marketing, Sales and Customer Success organizations, our authors are now collaborating with dozens of clients to build and improve their RevOps functionalities. Through the prism of each revenue function, we’ll unveil how to morph these historically siloed organizations into a dynamic, high-performing RevOps entity. To start off, let’s outline what we believe to be the six key areas of focus for any great RevOps team.  

1. Metrics: The North Star of Revenue Operations

At the heart of RevOps lies the use of comprehensive and meaningful metrics. By establishing shared key performance indicators (KPIs) across marketing, sales, and customer success teams, RevOps instills a unified vision of success. These metrics include revenue, customer acquisition cost (CAC), customer lifetime value (CLTV), conversion rates, and other performance indicators that provide actionable insights for informed decision-making.

2. Process & Methodologies

RevOps advocates for the standardization and optimization of revenue-generating processes. It involves mapping the buyer’s journey, identifying friction points, and implementing streamlined workflows to enhance efficiency and collaboration. By aligning processes, such as lead management, opportunity tracking, and customer onboarding, RevOps eliminates silos and ensures a seamless experience for customers across all touchpoints.

3. The Revenue Tech Stack

RevOps leverages technology to empower teams and drive revenue growth. The revenue tech stack comprises a suite of tools, such as customer relationship management (CRM) systems, marketing automation platforms, sales enablement software, analytics, customer engagement tools, and more. Integrating these technologies enables data-driven decision-making, automates repetitive tasks, and provides the overall revenue organization with vital insights to propel revenue.

4. Training & Enablement

RevOps recognizes the importance of equipping teams with the right skills and knowledge to excel in their roles. Training and enablement programs ensure that marketing, sales, and customer success professionals have a thorough understanding of their customers, products, processes, and the tools at their disposal, fostering collaboration,  adaptability, and consistent value delivery to customers.

5. Customer Messaging Alignment

Synchronizing customer messaging across marketing, sales, and customer success teams ensures a cohesive and seamless experience for customers at every touchpoint. This alignment enables teams to deliver targeted and personalized content, understand customer needs, and address pain points effectively, resulting in increased customer satisfaction and loyalty.

6. Continuous Improvement Programs

Mature RevOps teams emphasize a culture of continuous improvement. By anchoring on key metrics, organizations can identify areas for enhancement, iterate on processes, and experiment with new strategies. Continuous improvement programs encourage cross-functional collaboration and empower teams to test and implement innovative ideas that optimize revenue generation and customer experiences.

By focusing on the six key elements—Metrics, Process & Methodologies, the Revenue Tech Stack, Training & Enablement, Customer Messaging Alignment, and Continuous Improvement Programs—businesses can unlock greater synergy, improved customer experiences, and accelerated revenue growth. Embracing Revenue Operations is a strategic game-changer that propels companies to the forefront of today’s competitive landscape, enabling them to flourish in an increasingly customer-centric and data-driven world.

At TechCXO, we boast the expertise and experience to guide you in building or enhancing your RevOps functionality.  If you’re intrigued to learn more about our approach and service offerings, please click here to schedule a 30-minute discussion with one of our experts.  We’re excited to connect with you!

Filed Under: Revenue Growth Tagged With: Revenue Operations

Liam Brenner

December 20, 2022 by greenmellen

Liam Brenner is a TechCXO partner and C-Level executive with experience and focus on middle-market and early-stage companies in the dynamic state of rapid growth or financial distress. For more than 20 years, he has consistently delivered exceptional results as a CEO, CFO, and COO for both client companies and owned or started ventures. Liam’s skills involve all phases of corporate stewardship:

  • Cash management and forecasting
  • Financial modeling
  • Business development & strategic relationship management
  • Sale strategy creation and implementation
  • Full P&L leadership success
  • Full cycle M&A, including positioning and marketing, negotiation, and execution
  • Board-level strategic development and decision making

During his distinguished career, Liam has held the following leadership positions:

Advisor to the CEO, The Ventilator Project – This non-profit organization was created to develop FDA approved low-cost ventilators for middle-income countries specify in light of COVID. With over 200 unpaid volunteers and less than $150K in donations, ventilators near FDA approval under EUA guidelines. Post approval goals include finalizing distribution agreements with Mexico and Turkey, and funding a lean organization to support distribution.

Head of Finance | (Acting) Head of People, Haven – Founded by Amazon, Berkshire, and JP Morgan Chase, this healthcare venture’s goal is to improve the outcomes, and quality of experience and reduce the cost of health care for all employees of the three companies. Organization touched all aspects of the health care experience. Liam held full responsibility for planning, budgeting and securing funding from foundering organizations while reporting to the board. His responsibilities included negotiation of material contracts and working with clinical leads in execution. As Acting Head of People during the critical buildup of staff, he held responsibility for both HR and recruiting. He established structure and process for benefits & compensation, reviews and retention, and exceeded expectations for metrics on hiring, engagement, and retention.

He has also served as Founder and CEO of Ruckus Sports, an innovator in the mass participatory industry. Ruckus Challenge was awarded the Top Obstacle Race Under 10k. He also was Co-founder of Experience Sports, a Boston-based event production company founded to purchase distressed sporting events, including its flagship property, Denver Marathon, winning the honor of Runners World Magazine Top 10 marathons. He managed all areas of P&L and staff, including operations, marketing, and sales. Liam also was a Managing Member for Cypress Capital Partners, the largest niche buyer of consumer bankruptcies in the U.S. He was CFO of Altair Avionics, which was sold to United Technologies. He began his career with Matson, Driscoll & Damico as a staff accountant and Ernst & Young as a Senior Accountant for the Technology, Communications & Entertainment Group, which was focused on pre-IPO and venture-backed companies.

As a TechCXO partner, Liam’s assignments have included CFO of a telehealthcare company, which provided telepharmacy services primarily to Medicare populations. The firm had 10 million lives on its platform. He also served as CFO for Humatics, Inc., a Boston robotics-focused hardware/software start-up that recently closed a Series A funding round. He served as CEO for a SaaS-based health-tech software company and an advisor to Iraq Telecom Company. With the destruction of critical infrastructure by ISIS, he was engaged to develop a restructuring plan to stabilize the organization. In under twelve months, he dramatically improved margins, bottom line, and balance sheet liquidity while adding redundancy to key systems in a dynamic environment.

Liam has an MBA from Babson College‘s F.W. Olin Graduate School of Business. He also received his BS in Accounting from Babson.

Peter Clifton

July 15, 2022 by Megan Esposito

Partner – Executive Operations; Interim & Fractional COO, CTO, CEO

Peter Clifton is a seasoned strategic and operational executive with extensive experience in healthcare, technology, fintech, information services, and media. As a collaborative COO, CTO or CEO, he has a proven track record of driving growth and creating shareholder value for established companies and startups. Peter has successfully partnered with management teams, boards, venture capitalists, private equity firms, and private owners to lead transformative initiatives.

With over 30 years of experience, Peter has founded three technology startups, executed multiple company turnarounds exceeding $100 million, and numerous growth-stage ventures. His expertise spans operations, finance, technology, legal, sales, licensing, strategic planning, and team building, enabling him to deliver sustainable business growth.

As a TechCXO Partner in the firm’s Executive Operations practice, Peter is frequently engaged by boards, investors, and senior management teams to lead revitalization and turnaround projects as an interim and/or fractional COO, CTO or CEO.

Recent Leadership Roles
Peter most recently provided COO/CTO leadership at:

  • Interlace Health – The leading healthcare forms automation and workflow optimization company
  • Lile Wellness – The leading functional medicine practice and private compounding pharmacy operation led by Dr. Laura Lile M.D., R.ph.
  • Fuoco – The healthcare digital marketing, PR, and communications firm based in Nashville, TN.
  • Hawkins Psychiatry – a leading multi-location Psychiatry and Wellness practice specializing in TMS and Spravato treatments as well as general psychiatric services.

In the healthcare sector, Peter has also worked extensively with executive leaders from some of the nation’s largest hospital groups and post-acute care organizations. He has played a pivotal role in developing innovative technologies aimed at cost reduction, quality improvement, process enhancement (QAPI), regulatory compliance, and care delivery optimization. He has led the design, build-out, and implementation of value-based care solutions, SaaS platforms, data-driven services, and system integrations.

Additionally, Peter is active in the Fintech space, providing technical due diligence assessments for FinTop Capital in Nashville, TN.

Expertise & Leadership in Technology & Operations
Peter is skilled at guiding technology-centric organizations through various business phases, including turnaround and revitalization, restructuring, and startup. His core competencies include:

  • Technology Strategy – Product and platform design, implementation, cybersecurity, and cloud solutions.
  • Operational Leadership – Business transformation, process optimization, and turnaround execution.
  • Financial & Strategic Planning – Financial modeling, fundraising, M&A support, and post-acquisition integration.
  • Enterprise Solutions – SaaS, blockchain, AI, machine learning, analytics, system integration, and data solutions.
  • E-commerce & Market Expansion – Online platforms, licensing, large account management, and international business development.
  • Supply Chain & Logistics – Wholesale, distribution, and supply chain optimization.

Notable Executive Roles

CEO, ReadyPoint Health Inc. – Led a successful turnaround and buyout from Martin Ventures.
Repositioned the company as a healthcare technology provider, specializing in SaaS, data integration, mobile development, cloud solutions, AI, machine learning, and cybersecurity.

President & CEO, Ingram Content Group (Multiple Divisions) – Managed five operating divisions with $600M+ in revenue and drove multiple turnarounds that significantly increased revenue and net profit.

CEO, BookFool / Textbookarmy.com – Led a financial and operational restructuring, including the redesign of the company’s proprietary e-commerce pricing and order fulfillment system. Raised two rounds of financing prior to a successful sale.

CEO & Founder, FiledBy.com – Built the first-ever SaaS-based creator-centric author registry connecting authors with book buyers through e-commerce and SEO-optimized online marketing.. Raised two rounds of venture funding.

CEO & Founder, PubEasy.com – Led the capitalization, technology development, and deployment of this global B2B e-commerce company, which was later successfully acquired. The platform is now owned by Germany’s MVB.

Earlier Career & Media Industry Experience
Peter has also held leadership roles in media, publishing, and gaming:

  • Vice President, Business Development & Licensing, SEGA of America / SEGASOFT
  • Vice President, New Media Development, NewsCorp / HarperCollins
  • Director, New Media Development, John Wiley & Sons

In these roles, he oversaw the acquisition, development, and sale of interactive and animated game/media products based on branded intellectual property.

Areas of Expertise
Healthcare, Technology, FinTech, Operations, Finance, Governance, Strategy, Growth, Turnaround, Restructuring, Capital Raise, M&A, Intellectual Property, Licensing, Contract Negotiation, Sales Leadership, International Expansion, Compliance, Cybersecurity, SaaS, Blockchain, AI, Cloud Solutions, Digital Marketing, E-commerce, Logistics, Wholesale, Distribution, Media, Publishing, Game Development, and Customer Experience.

Education & Personal Interests
Peter holds a BA in Fine Arts (Painting & Sculpture) from the University of Massachusetts. In his minimal spare time, he is an abstract expressionist painter.

Jessica Young

April 18, 2022 by greenmellen

Jessica Young is a partner in TechCXO’s Executive Operations practice. She is frequently called on by investors, boards and senior executive teams to assist companies as an interim or fractional Chief Operating Officer or Chief Executive Officer. Jessica’s client engagements most often involve working closely with leadership teams to analyze, identify and execute on strategic initiatives to deliver process and organizational efficiency to all functional teams in the business: Revenue, Customer Success, Product and Executive Operations.

As a trusted client advisor, Jessica drives value at the intersection of strategy, operational excellence, technology and creativity. She is a collaborative leader with a proven track record of distilling complex issues down to clear, impactful, actionable insights, who is respected by clients as one of their own. She has a particular passion for what she calls “data-driven storytelling.”

A unique background in computer science + international marketing led Jess’s 20-year career to traverse data science and analytics, marketing technology, creative content and media, and SaaS. Her years in consulting have touched many industries including: technology, telecom, retail, CPG, financial services, construction and development and more.

Prior to joining TechCXO, Jessica most recently served as the COO of Artcloud, a B2B SaaS startup, shepherding transition from early to growth stage, improving operating margin by 35% over 24 months. She oversaw revenue strategy, business operations, finance and investor relations, while providing executive coaching to the CEO and original founders. She was also CEO of Wellspring Creative, a media production company in Atlanta.

Jessica began her career at Accenture (NYC) where she was part of the early stages of Accenture Marketing Sciences, which later became Accenture Song, the world’s largest tech-powered creative group.

Jessica received her Bachelor of Science in Computer Science from the University of Southern Mississippi and her MBA in International Marketing, from Thunderbird, School of Global Management.

Joe Wytanis

January 23, 2022 by greenmellen

Joe Wytanis takes exciting product and service ideas and turns them into runaway successful launches and companies. As a CEO and senior operations, product and marketing executive for multi-billion dollar companies, he has led the development and launch of more than 200+ consumer electronic products to the worldwide market and achieved number one worldwide market ship share position.

Experienced in all functional areas of an organization with focus on product/service development, sales & business and development, operations, and internationally-sourced manufacturing, he helps high technology companies to:

* Offer new products, technologies, and/or services worldwide
* Find new customers and business opportunities
* Set up offshore/nearshore/onshore manufacturing
* Establish key 3rd party partnerships and relationships
* Successfully navigate geo-political challenges (e.g Tariffs, CBP detainments, etc…)
* Establish new legal entities
* Gain access to outside financing and funding, and
* Deliver strong revenues and profits.

As an expert in international outsourced ODM/OEM/CM business approaches and operational best practices that significantly reduce product/service costs and operating expenses, while increasing quality, production, and overall market share, Joe works with high tech, consumer electronic, wireless, networking, telecommunication, computing, and IoT companies.

In his distinguished career, Joe served as:

* Chief Executive Officer & President of Zoom Telephonics, Inc. where he provided visionary leadership for the $50M publicly traded high technology company bringing Motorola™ branded products to end consumers through e/retail and service provider channels worldwide.

* Founder & Principal of High-Tech Associates, LLC, a consulting firm that provided services to Global Fortune 2000 companies. Clients included Flextronics (“Flex”), Infosys, and NCR. Hired to drive IoT, Connected Living/Life, Smart Home, Direct-To-Operator, and Consumer

Adam Boris

January 23, 2022 by Megan Esposito

Adam Boris is a visionary leader and operations executive with broad experience in Fortune 500 companies (Ameritech Cellular, Motorola, Northrop), and high-growth, venture-backed technology companies. Adam has domain experience in healthcare services, analytics software, and wireless technology, providing services to clients as an interim CEO, COO, Strategic Advisor, and Board Member.

Adam has decades of experience bringing innovative technology and service solutions to the marketplace and building strong cross-functional teams to improve processes and deliver results. He excels at strategic marketing and new market development, developing and launching new products, and leveraging innovative technology to improve performance and enhance the customer experience.

As the CEO of ICNet Systems, Inc., Adam led the North American market penetration strategy for this UK company, building sales, operations and support teams and achieving the highest customer rating in the KLAS report for this innovative clinical decision support software solution. More than 1200 hospitals and clinics globally benefitted from ICNet services via faster outbreak detection, automated reporting, real-time clinical data analytics, surgical infection surveillance, and pharmacy medications management to prevent adverse drug events. His strategic initiatives culminated in a successful sale of the global ICNet enterprise to Baxter International.

As General Manager for Ameritech Cellular responsible for technology planning, he led the introduction and network rollout of the first digital cellular system in the US throughout the Midwest.

Adam’s successful engagements include advising UDoTest, Inc. which was acquired by Recuro Health (Read Full Case Study).

Kevin George

January 23, 2022 by Megan Esposito

Kevin George is an experienced strategic and operational executive who partners with founders and senior executives in companies of all stages to drive profitable growth. Companies most frequently call on him to serve as an interim or fractional COO / CEO. He is a servant leader and a successful senior operating executive with a strong passion for growth-stage enterprise SaaS and Tech-enabled Services companies. His scorecard of success for raising capital and driving transactions, includes: 8 rounds of capital, 13 acquisitions, 1 IPO.

Kevin’s solid track record also includes developing and leading the execution of go-to-market strategies for dozens of award-winning enterprise SaaS product launches serving top-tier clients across multiple industries: PropTech – Multifamily, Commercial Real Estate, Marketing Automation, FinTech – Financial Analytics & Trading, Logistics, Warehouse Management, Groupware, Network Security, Search Engines and Online Publishing.

Among his specialties are:

  • Business Strategy Development & Execution
  • Go-to-Market Strategy & Execution
  • Operations & Finance
  • Business Development
  • Strategic Partnerships
  • M&A
  • Customer Experience/Customer Success Strategy & Execution
  • SaaS Product Management & Product Development

During his distinguished career, Kevin has served as Chief Operating Officer at Package Solutions, makers of HelloPackage, a patent-pending sophisticated package management system technology dedicated to the multifamily space. He was Co-founder, COO and CEO of InfoTycoon, a full-suite software inspection and asset management solutions created for multifamily property owners, managers and developers. He was also Founder & CEO of Progility Partners, a consulting and professional services firm. And, he has also served in executive operations roles with Click Tactics, Quris and Silverpop, one of Atlanta’s most successful startups where he served as Vice President, Operations. Silverpop is a cloud-based digital marketing platform that provides email marketing, lead management and mobile engagement solutions. The company was acquired by IBM. Kevin’s extensive executive product experience also includes, Neovest, Manhattan Associates, ON Technology, and Lexis/Nexis.

He received his Business Administration and Management degree from Antioch University’s prestigious MacGregor School of Management.

Robert Toth

January 21, 2022 by greenmellen Leave a Comment

Robert (Bob) Toth
Partner – Finance and Operations | On-Demand CEO, COO, CFO, Board Advisor

Bob Toth is a seasoned executive, trusted business advisor, and TechCXO Partner with a distinguished track record of leading and transforming companies at every stage—from startups to Fortune 500 enterprises. He is frequently called upon by Boards and senior leadership teams to provide strategic guidance in an advisory capacity or serve as an interim or fractional CFO, COO, or CEO, depending on the organization’s operational needs.

With extensive experience in venture capital (VC) and private equity (PE)–backed technology firms, Bob is known for driving sustainable growth, spearheading business turnarounds, and revitalizing underperforming companies across multiple industries. His hands-on leadership spans strategic planning, operations, financial management, M&A integration, business development, sales operations, IT infrastructure, HR, and international expansion.

Key Leadership Roles & Achievements

Founder & Managing Director, Wagon Wheel Associates, LLC

As the founder of Wagon Wheel Associates, Bob leads a business advisory firm specializing in transformation and enablement services, providing interim and fractional executive leadership across for-profit and nonprofit organizations. Notable engagements include:
• Serving as Interim COO for the most significant public health organization in New York, where he successfully led a digital transformation and process reengineering initiative.
• Acting as Interim CEO and CFO for a rigid packaging manufacturer, leading a turnaround effort that resolved liquidity challenges, optimized financial operations, and restructured sales, procurement, and manufacturing functions.

Chief Operating Officer, Chief Financial Officer, Chief Information Officer – Smile Train, Inc.

As a key executive of Smile Train, a $180M global nonprofit focused on cleft repair surgery, Bob was pivotal in scaling the organization’s operations and ensuring financial sustainability. His key achievements include:
• Increased revenue to $180M and improved operational efficiency, enabling an 11% increase in global surgeries.
• Boosting net assets by 38%, surpassing the Board’s financial target of three times operating expenses.
• Overhauling IT infrastructure, reducing costs by 20%, and modernizing technology to enhance efficiency.
• Strengthening financial controls, compliance, and risk management through expert-driven forensic reviews and Board-driven governance initiatives.

Senior Executive Roles – CA Technologies

During his tenure at CA Technologies, a $6B global IT solutions company, Bob held multiple leadership positions, driving revenue growth, operational excellence, and corporate transformation. Key accomplishments include:
• Leading global expansion efforts, generating $250M in new revenue through international markets.
• Driving over $1B in new license and recurring revenues, pioneering innovative licensing models that reshaped industry practices.
• Spearheaded corporate transformation initiatives that optimized business operations and achieved a 20% market cap increase.
• Building a $100M B2C business, developing a global e-commerce infrastructure to expand market reach.
• Led post-merger integration strategies, optimized global sales operations, and managed sales teams consistently achieving revenue targets.

President – ACCPAC International | SVP & GM – Interbiz

Bob led the strategic carve-out and sale of CATechnologies’’ $250M global business applications division, preparing it for acquisition by private equity and strategic buyers.

Early Career & Education

Bob is a Certified Public Accountant (CPA) who began his career with Deloitte Touche. He holds a B.S. in Accounting from Rider University.

With deep expertise in financial strategy, operational excellence, and corporate transformation, Bob Toth continues to help businesses navigate challenges, unlock growth opportunities, and drive long-term success

Sanjay Pothen

January 21, 2022 by greenmellen Leave a Comment

Sanjay Pothen is an experienced finance and operations executive with deep experience in Media, Telecom, Software and Services companies ranging from pre-revenue to $100m.

Today, Sanjay serves as a strategic partner to CEOs, executive teams, and Boards as a fractional or interim CFO, CEO and COO. He specializes in helping to scale early-stage companies profitably. Additional areas of emphasis include strategy, KPI/growth metrics, budgeting/forecasting/cash management, debt & equity financing, as well as establishment and scaling of finance and operational processes.

Sanjay is a two-time entrepreneur as well as an experienced turnaround operator:

  • As CEO of Digilant ($100m adtech company) in the U.S., Sanjay formulated and implemented the strategic plan to re-position the company and return it to profitability.
  • As CEO of Phonevalley (Publicis Groupe’s mobile unit) in the U.S., Sanjay launched and built the company from the ground up to the country’s largest pure play mobile marketing agency.
  • As founding CEO of Pliq (a pioneering mobile video content startup), Sanjay wrote the business plan, raised venture capital funding, and took the company from 0 to 1 with it ultimately becoming the foundation for the McDonald’s Channel.

Earlier in his career, Sanjay spent a decade in management consulting (with firms like Arthur D. Little and IBM Services) advising telecommunications and media companies on strategy, operations, and IT issues. He began his career in audit and tax services at Ernst & Young.

Sanjay is a charter member of TiE, a global nonprofit organization focused on supporting entrepreneurs throughout the startup lifecycle. He also teaches entrepreneurship at Emerson College.

Sanjay received his B.S. at the University of California at Berkeley and his M.B.A. at Northwestern University’s Kellogg School of Management.

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