Advisory Board


Jim Dickie, Managing Partner, CSO Insights
Jim Dickie is the Managing Partner of CSO Insights; a research firm that specializes in benchmarking how companies are leveraging people, process, and technology to optimize the way they market to, sell to, and service customers. He has over 29 years of sales and marketing management experience. Jim began his career with IBM and Sterling Software and then went on to launch two successful software companies.

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Steven Mankoff, Independent Director, Advisor & Investor
Steven Mankoff has over 20 years of experience in the software industry and currently serves on the Boards of ConvergeOne, Insights OnDemand, Nomis Solutions, and SignalDemand and is an advisor to Cloud9 Analytics, CodeObjects, Genstar Capital, Neuvora, and NorthStar. Previously, Steve worked as Senior Vice President Global and Technical Services at Siebel Systems, Inc. which was acquired by Oracle Corporation in 2006. Steve was a member of the Founder’s Circle of first employees and the Siebel executive management team.

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Tien Tzuo, Founder and CEO, Zuora
Tien Tzuo joined Zuora after 9 years at salesforce.com. Tien was one of the “original forces” at salesforce.com, which he joined in 1999 as the 11th employee, when the company was still operating out of a house on Telegraph Hill in San Francisco. In his 9 years at salesforce.com, Tien built salesforce.com’s original billing system and held a variety of executive roles in salesforce.com’s technology, marketing, and strategy organizations, including building out the product management & marketing organization, serving as Chief Marketing Officer for two years, and most recently as Chief Strategy Officer.

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David Berman, President & CEO, Affectiva, Inc.
David Berman is the President & CEO of Affectiva, Inc. and serves on the Boards of Confidela and ooVoo.  He is known throughout the Software-as-a Service industry for his highly effective sales methodology and leadership skills, which have played a key role in his success as a senior executive at top Fortune 500 companies.

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We are consistently running smarter more effective weekly meetings, easily identifying opportunities and deals at risk.
Joe Roach,
CRM Project Manager
Joe Roach, <br>CRM Project Manager