Beth Roach

Experience

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  Accipiter (purchased by CMGI/Engage, Inc.)

  Aug 1997 - Apr 1999

  Director, Services

  • Recruited to Accipiter leadership team to build and lead a professional services group for single largest startup in North Carolina.• Developed and implemented the technical support, training and consulting groups. Accelerated the success of the Accipiter product within existing customer base in addition to deploying technology to various prospects which experienced wide reaching success.• Created a customer support model, including all processes, procedures and a full training program. • Implemented customer service model with new prospects, resulting in a significant gain in new customers.• Built a large and loyal customer base by providing high quality service, focusing on attention to detail, and consistent follow through. Show less

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  Engage, Inc.

  Apr 1999 - Nov 2000

  Vice President Operations

  • Oversaw management of company’s multiple core offerings, ensuring strategic vision remained focused during the Initial Public Offering on NASDAQ (ENGA).• Expanded Services organization from 2 to 50+ employees within 5 departments: Product Management, Documentation, Training, Consulting and Technical Support, resulting in multi-million dollar services figures.• Developed a recurring revenue stream through the creation of new product and service offerings.• Coordinated technical issues associated with facilities expansion following company acquisition. Show less

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  Avesair, Inc. (spin off from Engage, Inc.)

  Nov 2000 - Mar 2002

  Vice President Finance and Administration

  • Hand-picked from Engage, Inc. to join team of 6 to spin out an innovative company responsible for transitioning web-based advertising to the mobile platform.• Developed organization from inception in four major areas: Finance, Legal, Human Resources and Operations. • Instrumental in obtaining Series A & B financing rounds totaling $17.25M.• Designed and maintained comprehensive budgets, created company’s accounting system, oversaw all financial operations, tax returns and audits. Negotiated equipment facility line of credit for $1.25M.• Oversaw all corporate legal work including Series A & B financings, acquisitions, executive employment contracts, IP licenses and software license agreements. • Established office, registered legal entities and setup payroll schemes in Singapore and the United Kingdom. • HR responsibilities included hiring, terminations, performance review process, personnel issues, management coaching and implementation of global benefits plan. Show less

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  Ziptronix, Inc.

  Mar 2002 - Apr 2005

  Vice President Finance & Administration, Corporate Secretary

  Transformed and enhanced the company's Marketing, Finance, HR, Legal, and Administrative functions.Spearheaded Series B funding to secure $17.5M during the round and negotiated/secured debt refinancings exceeding $5.8M to stabilize and strengthen corporate finances.

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  All Kinds of Minds

  Apr 2005 - May 2008

  Vice President, Sales & Delivery

  I showcased my talent as a change agent upon joining the senior leadership team, including rebranding the institute from a clinical-based organization to a learning & development model focused on teacher training, outreach, and education. The rebrand was a game-changer for the group, positioning the company for tremendous growth. In addition, I…Assembled and optimized the performance of seven teams comprised of 30+ professionals to continue exceeding an ambitious $6.5M annual sales goals and 400 training courses booked target each year.Re-imagined the operational framework to align with the new model and corporate goals, leading to major gains in both efficiency and outcomes.Introduced a new marketing strategy to go from being focused on marketing individual school training programs to targeting statewide partnerships, significantly increasing revenue pipelines.Orchestrated large-scale professional development programs across South Carolina and in the Houston, TX Independent School District.Led a dynamic Policy team to lobby for and secure over $500K in first-time appropriations from the South Carolina Legislature and lobbying for ongoing millions of dollars from the Oklahoma legislature. Show less

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  NavigateCancer Foundation

  May 2008 - Jan 2016

  Founder & CFO/COO

  I co-built and launched a national organization from the ground-up to advocate for cancer patients and families, as well as provide critical support in accessing mission-critical care to maximize quality of life. To date, the organization has made a powerful impact on the care and support received by over 5,000 patients and families. In my leadership capacity, I…Established a high-performance, scalable organizational infrastructure, building out the Finance, Legal, HR, and Operations departments.Assumed full ownership of all finances, including submitting filings, securing state and federal tax exemptions, completing tax returns, carefully tracking financial performance, and more.Launched a high-powered fundraising strategy, which included negotiating/closing multi-year contacts with national healthcare providers and foundations to continue growing the foundation's outreach and capabilities.Leveraged a powerful network of strategic partners and brought in renowned Cancer Experts, Advocates, and Civic Leaders to form the Board of Directors.Architected short and long-term strategic plans to drive the organization's mission Show less

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  Informatica

  Jan 2016 - now

  Senior Director – Professional Services Operations, 2018 – PresentDirector – Pipeline Management, 2017 – 2018I transitioned to Director – Pipeline Management before being fast-tracked to Senior Director reporting to the Senior Vice President of $100M+, global Professional Services organization. I continue to embrace the challenge of transforming the organization from an on-premise approach to a cloud SaaS model; dramatically improving product offerings, customer experiences, and operational capabilities. For key contributions and achievements, I…Optimize the performance of four high-powered teams, including the Revenue Operations group, which is responsible for deal transactions, billing, commissions, and P&L management, among other key functions.Built a dynamic Program Management Office from the ground up creating a standardized and effective way for all teams to deliver on customer engagements across the globe.Revamped the entire technology stack (Salesforce.com, Certinia, Workday, Docusign, and Clicktools) substantially enhancing consulting delivery and productivity.Designed a new Power BI-based analytics platform with metrics, analytics, predictive insights and action-oriented dashboards. The platform has significantly improved operations throughout the division and set presentation layer standards for the entire company.Advanced the Resource Management Office from 3 to a 5 on TSIA’s RMO maturity model, while staffing a team of 500 – 800 subcontractors and internal personnel worldwide. Show less Director – Customer Relations, Data-as-a-Service (DaaS), 2016 – 2017Initially, I was recruited to a senior-level leadership role and was asked to assume leadership of two other operations teams within five months of joining the company. During this time, I…Made a major impact on customer relations and retention by consolidating three siloed Renewal teams into a single, multi-product team, as well as transitioning the department to a high-touch customer management model, enabling the team to beat the ambitious quota by 112% as a result of the changes. I boosted retention and customer satisfaction across the full customer lifecycle with the new model and other changes, dramatically reducing churn.Completely redesigned the processes for the Subscription Fulfillment team, including crafting new billing, cancellations, upgrades, order processing and commission functions, among others. The improved processes yielded double digit efficiency gains.Substantially expanded the service bureau to provide 24/7 global support, more than doubling our product offerings, and increased data management capabilities by 13%. This enabled the department to process over 1B records annually. Show less

  • Vice President, Professional Services Strategy & Operations

    Apr 2024 - now

  • Senior Director, Professional Service Operations

    Jan 2019 - Apr 2024

  • Director, Pipeline Management

    Aug 2017 - Dec 2018

  • Director, Customer Relations, DaaS

    Jan 2016 - Aug 2017