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Brian Smith
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Roles available for:
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Fractional
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Consulting
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Contract
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Interim
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Olathe, Kansas, United States
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Country experience:
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United States of America
Northern America
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Languages:
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English
EnglishLevel: Native
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English
Achievements
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Expertise
SaaS Operations and Compliance Sales Operations Team Leadership KPI Reporting Project Management Product Support Customer Retention -
Employees
overseen
90 employees
Share
Brian Smith
Add to favorites
Roles available for:
-
Fractional
-
Consulting
-
Contract
-
Interim
-
Olathe, Kansas, United States
-
Country experience:
-
United States of America
Northern America
-
-
Languages:
-
English
EnglishLevel: Native
-
English
Achievements
Why hire me in a fractional role
Experience
- Vice President SaaS Business Operations
- Vice President Client Alignment
- Chief Operating Officer
- Vice President Global Sales Operations
Strengths in this role: Team Leadership, SaaS, Product Support, Customer Onboarding, SOC, Sales Operations, CRM, Customer Retention, Strategic Planning, KPI Reporting, Vendor Management,
Industry Group: High Tech
Industry: Computer Software
Years of experience: 20 years
Company name: Cobalt Iron
Company size: 60 employees
Role in this company: At Cobalt Iron, I led cross-functional teams across Sales, Product Support, Deployment, and Customer Retention, driving efficiency and customer satisfaction. I implemented a Customer Scorecard and QBR process, achieving 97% retention over three years. I spearheaded SOC 2 Type 1 and 2 certification in 18 months and introduced SaaS KPI reporting for board transparency. Additionally, I optimized vendor management, streamlining contracts, risk assessments, and partnerships to enhance operations.
Strengths in this role: Sales Planning, Team Leadership, Customer Success, Account Management and Retention, Strategic Planning, Revenue Expansion, Forecasting and Sales Analysis, Negotiation and Renewal Management, Client Advocacy and Collaboration
Industry Group: High Tech
Industry: Computer Software
Years of experience: 20 years
Industry Group: Health
Industry: Hospital & Health Care
Years of experience: 7 years
Company name: Netsmart
Company size: 2,000 employees
Role in this company: At Netsmart, I served as the sales leader for the existing customer base, overseeing a team managing over 500 healthcare clients in the Western Region. I partnered with clients to align business strategies, develop joint strategic plans, and drive revenue growth. Leading planning and forecasting efforts, I focused on strengthening client relationships, maximizing retention, and identifying expansion opportunities to enhance long-term customer value and business success.
Strengths in this role: Key strengths included: Leadership – Managed Sales, Marketing, Support, and Product Development. Revenue Growth – Launched a hosted product, driving a 35% sales increase. Strategic Planning – Developed initiatives that increased revenue by 7%. Operational Efficiency – Streamlined processes for improved performance. Customer Focus – Enhanced service to boost retention and engagement.
Industry Group: High Tech
Industry: Computer Software
Years of experience: 20 years
Industry Group: Service Sector
Industry: Consumer Services
Years of experience: 2 years
Company name: Aptora
Company size: 50 employees
Role in this company: At Aptora, as Chief Operating Officer, I was responsible for overseeing all departments, including Sales, Marketing, Technical Support, and Product Development and Engineering. I launched a hosted product offering that drove a 35% sales increase in six months and developed new revenue streams, increasing overall revenue by 7%. My leadership ensured cross-functional alignment, operational efficiency, and strategic growth, enhancing business performance across the organization
Strengths in this role: Team Leadership, International Team Management, Sales Operations, Forecasting, Acquisition Integration, Process Design, System Integrations
Industry Group: High Tech
Industry: Computer Software
Years of experience: 20 years
Company name: Lexmark Enterprise Software
Company size: 1,500 employees
Role in this company: At Lexmark, I led an 85-member global team across Asia, Europe, and the U.S., managing a $530M software division. I drove acquisition integration, streamlined quote-to-cash processes, and improved master data management. I led six acquisitions, reducing costs by 30%, and closed over $400M in revenue across 1,000+ sales. I also established a dedicated Deal Desk to enhance complex quoting, improving efficiency and sales execution.
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Degrees & accreditations
MBA - University of Notre Dame
BS Business Administration - University of Kansas
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Success story
In a previous role, I led a SOC certification project under a tight deadline, demonstrating strong leadership and project management. I swiftly aligned stakeholders, set a clear roadmap, and enforced rigorous compliance processes. Through decisive execution and risk management, I kept teams focused, met key milestones ahead of schedule, and ensured a seamless audit. My leadership drove the successful certification, reinforcing the company's commitment to security and compliance.
