Chief Customer Officer (CCO) Organization, Roles and Responsibilities

Don Kelly – Chief Customer Officer

 Responsible for all TEAM revenue delivery
 Meet/exceed global revenue plans, across all solutions and/or verticals
 Lead salesperson for TEAM, be in as many client interactions as possible across all client segmentations
 Lead Sales/BDR sales skills, preparation and client delivery processes
 Design performance management framework and KPI’s engineered on data and qualitative insights to ensure full line-of-sight into risk
and opportunities
 Approve pricing for all deals within the authorization band; outside of that band the Pricing Committee makes the final decision
 Build out a “Voice of the Customer” (VOC) client feedback plan to ensure TEAM knows how a customer feels about our service delivery at
every stage of the process with us
 Develop, manage, and approve all TEAM budgets related to Sales and Marketing
 Collaborate with Cameron/Tim on resource forecasting related to pipeline
 Develop sales velocity metrics for all solutions and calibrate plans to accelerate optimal performance
 Design, implement and manage the CRM platforms
CCO Organization, Roles and Responsibilities
Cont.

Chris Walton – Chief Operating Officer, Europe & the Americas

 Design Key Partner Program
 Implement and manage program
 Transfer program to DK on 1/1/2022
 Meet/exceed existing customer revenue plan
 Build Share of Wallet (SOW) revenue growth targets per customer
 Set targets to build new relationships for each account

Thad Bydlon - CFO, President of Europe

 Meet/exceed revenue plan for new and existing customers
 Collaborate with CCO on sales and business development strategy for Europe
 Act as the lead executive for key deals and existing customer relationships
 Develop sales goals and quotas with CCO
 Lead compliance to new/current sales processes and expectations
 Lead cultural changes
 Evaluate new hires
CCO Organization, Roles and Responsibilities
Cont.

Mike Orr – President DOGS

 Meet/exceed revenue plan for all solutions
 Collaborate with CCO on DOGS go-to-market strategy
 Act as the lead executive for key deals and client relationships
 Develop goals and quotas with CCO
 Lead compliance to new/current sales processes and expectations
 Evaluate new hires

Tommy Simon – General Manager RPA, Finbot & Southern States EVP Sales
 Meet/exceed revenue plan for RPA and Finbot under agreed framework with CEO
 Meet/exceed revenue plan for geographic territory
 Collaborate with CCO on sales and business development strategy
 Ensure compliance to new/current sales processes and expectations
 Lead executive for key deals and client relationships
 Participate in forecast cadence reviews 
CCO Organization, Roles and Responsibilities
Cont.
Jose Maria Beltramini – CEO Summa Solutions
 Meet/exceed revenue plan for all solutions
 Collaborate with CCO on Summa go-to-market strategy for North America
 Act as the lead executive for key deals and client relationships
 Develop goals and quotas with CCO
 Lead compliance to new/current sales processes and expectations
 Lead commercial integration and cultural implementations of Summa with TEAM
 Evaluate new hires

Nataliia Rudychenko – Marketing Director

 Develop, implement, and operationalize key marketing priorities for the following disciplines:
o Sales Enablement, Brand Building, Recruitment Marketing, Employee Engagement
 Design Marketing Automation plan for Account Based Marketing (ABM) and implement in collaboration with CCO
 Design and manage the marketing budget to ensure all priorities have appropriate resources
 Collaborate with both Europe, USA, LATAM and DOGS sales and business development leaders
 Develop goals and targets for the marketing team members in coordination with the CCO
 Lead compliance to new/current sales and marketing processes and expectations
 Lead Marketing SOAR
 Lead cultural changes
 Evaluate new hires
CCO Organization, Roles and Responsibilities
Cont.
Nataliya Zheleznova – Director Business Development, Europe
 Achieve personal quotas for new/existing business
 Meet/exceed revenue plan for new and exciting customers for Europe
 Collaborate with CCO on sales and business development strategy for Europe
 Develop goals and quotas with CCO
 Lead compliance to new/current sales processes and expectations
 Lead forecast cadence reviews 
 Lead Sales SOAR
 Lead cultural changes
 Evaluate new hires

Burkhard Blechschmidt – Executive Director of Business Development

 Meet/exceed revenue plan for geographic territory
 Collaborate with CCO on sales and business development strategy
 Ensure compliance to new/current sales processes and expectations
 Participate in forecast cadence reviews 
CCO Organization, Roles and Responsibilities
Cont.
Luisa Diaz – Sr. Account Executive
 Achieve personal quotas for new business
 Meet/exceed revenue plan for new customers for USA and LATAM
 Collaborate with CCO on sales and business development strategy for the USA and LATAM
 Develop goals and quotas with CCO
 Lead compliance to new/current sales processes and expectations
 Lead forecast cadence reviews 
 Lead Sales SOAR
 Lead cultural changes
 Evaluate new hires

Sandra Valencia & Anna Horobets – BDR Managers

 Meet/exceed BDR targets for new customers in the USA, LATAM and Europe
 Meet/exceed BDR targets for the Key Partner Program once established with the COO
 Collaborate with CCO on the business development strategy for USA, LATAM and Europe
 Develop goals and targets for the BDR teams
 Lead compliance to new/current BDR processes and expectations
 Participate in Sales SOAR
 Lead cultural changes
 Evaluate new hires