OpenEd.co

Chief Executive Officer

Praxis

Advisor

Founder & CEO

Reveal

Ushering in the era of Nearbound Go-To-Market with secure shared data.

Chief Market Officer

nearbound.com

Creating conversations around the future of B2B. The #1 newsletter, podcast, book, and events. Get your Nearbound pill!

Co-Founder

Career Hackers

Institute for Humane Studies

Gifts Officer

Educational Programs Director

Policy Programs Director

The Mackinac Center for Public Policy

Director of Campus Leadership

Michigan House of Representatives

Chief of Staff/Legislative Aide

Novius Telecommunications, Inc.

Co-Founder/Field Manager

Isaac Morehouse

OpenText

Leading a large global practice for content and information management (team of 500+). Charged with building mature Customer Success and Professional Services concepts into a key, growing organization to drive transformative operational efficiencies for OpenText and unrivaled business value and customer experiences for OpenText’s worldwide customer base.

Vice President Content Practice

Stage 2 Capital

Stage 2 Capital is a venture capital firm that invests in early stage B2B software companies and sits shoulder to shoulder with leadership teams to operationalize sustainable revenue growth and sales operations. Backed by top go-to-market professionals from leading tech companies, Stage 2 Capital leverages its deep sales expertise to help entrepreneurs scale their businesses in addition to providing capital.

Limited Partner and Advisor

Various Companies

Evaluated and directly invested in multiple early stage tech companies since late 2020 and currently advise a subset of them

Investor / Advisor

TCX Group

TCX Group was created to address a gap that exists between the many Customer Success/Experience Consulting companies that have emerged and more traditional Strategic Management Consulting firms. Certain organizations can benefit immediately from adding structure and running a traditional SaaS CS/CX playbook. But, so many other companies have learned they need a deeper analysis of their overall business and strategic guidance on what CS/CX initiatives will be most impactful for their specific industries, products, markets, company cultures, or even investor profiles.

Sample offerings include:

1. Executive Education Workshops
2. Deep-dive Assessments and Strategic Planning
3. Fractional Leadership and Ongoing CX Coaching

Founder / President

Tackle.io

Recruited to build a scalable CX org including infrastructure and teams for SE, CSM, Support, PS, Enablement, and Ops (health, journey, offerings, KPIs, tools, etc).

VP Customer Experience

Discovery Education

Recruited to build CS org and help transition the company from a media/public company to a PE-backed high-growth private SaaS EdTech enterprise.

Senior Vice President - Customer Success

OutSystems

Recruited to leadership team to build/lead CS as company transitioned to US and from Services/on-prem to SaaS and required proper operational rigor and structure from scale.

Vice President Customer Success

Talend

Overall global responsibility for fast-growing CSM organization including retention, growth, and customer engagement.

Vice President, Global Customer Success Management

Oracle

Overall responsibility for North American Client Success Group for Oracle's Service Cloud Business. In this role, I lead a team of Regional Directors and Client Success Managers who ensure success for Oracle's entire Service Cloud client base. We are chartered to drive retention, account growth, best-practices, and ultimately help ensure clients realize the full value of their SaaS solution investments. Overall focus on Customer Experience, but areas of attention include Contact Center, Knowledge Management, Web-Self-Service, Chat, and Social.

Vice President, Service Cloud Customer Success

Overall regional responsibility for the success of more than 100 of Oracle Service Cloud’s largest and most strategic clients. Lead a team of senior-level Client Success Managers that drive retention, account growth, best-practices, and ultimately help ensure clients realize the full value of their SaaS solution investments. Overall focus on Customer Experience, but areas of attention include Contact Center, Knowledge Management, Web-Self-Service, Chat, and Social.

Director, Service Cloud Customer Success

rFactr

B2B Social Media Technology and Services Solutions Company headquartered in Charlotte, NC.

rFactr provides turn-key social media solutions by integrating best practices, existing social technologies, and delivering private, secure, branded custom online communities. We focus on organizations that increase productivity and profitability by connecting people to share best practices, improve education, and communicate in a more efficient way. Examples include global partner/alliance organizations, franchises, private clubs, companies with distributed offices or locations, and a variety of small businesses who can benefit from our pre-defined objective-driven communities.

Overall responsibility for sales and business development organization including process and tool development, team leadership, customer/partnership acquisition, and direct and channel revenue generation.

Director of Business Development

Accomplished technology executive with a proven track record of building and leading Sales Engineering, Success, Services, Support, Operations, Account Management, Renewal, and Enablement functions for start-ups, growth companies (PE and VC), and large global enterprises. Effective communicator and leader with a proven ability to build and drive teams of professionals to achieve the highest levels of performance.

Specialties:
- Executive CS/CX/SE/GTM/Operational Leadership
- Account Management and Growth
- Strategic Planning and Execution
- Product Sales, Support and Delivery
- Process Development & Improvement
- Problem Identification and Resolution
- Artificial Intelligence (AI)
- Software-as-a-Service (SaaS)
- Self-Motivation and Work Ethic

taplio

The Battle

Isaac Morehouse

Tom Cloos

Followers

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Engagements

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