Finance professionals in Customer support software
Zendesk accounts for three of these customer support software finance careers, including CFO Julie Swinney; the others include the CFOs of Genesys and Gorgias and finance, FP&A and accounting leads at Talkdesk, Dialpad, Kustomer, Intercom and Broadvoice. They suit support software companies planning go-to-market spend, forecasting seat or usage revenue, or preparing a close process for an IPO.
Professionals to explore
Allison Stone
LinkedInExperience: Vice President, Corporate and Strategic Finance · Zendesk
Also at Zendesk, Allison Stone has been Vice President, Corporate and Strategic Finance since 2024. Intel titles were Vice President, CFO - Network and Edge Group (2024), Sr. Finance Director - Client Computing Group Roadmap & Long-Term P&L (2021–2024), Finance Director - Network and Edge Platform Division (2020–2021) and Controller - Wireless Access Network Division (2018–2020), so long-term P&L and strategic planning questions fit.
Is this you? Claim your profile and get paid for calls.
Amir Oren
LinkedInExperience: Former Vice President and Corporate Controller · Zendesk
Two IPOs, which Amir Oren describes leading as a Vice President of Finance, make Amir the closest fit here for IPO preparation questions. Amir was Vice President and Corporate Controller at Zendesk (2012–2016), Vice President of Finance at Talkdesk (2016–2018), Vice President of Finance (2018–2019) and Senior Vice President Finance (2019–2022) at Kustomer, and Corporate Controller at Dropbox (2011–2012).
Is this you? Claim your profile and get paid for calls.
Angel Babb, CPA
LinkedInExperience: Controller · Kustomer
Angel Babb, CPA has been Controller at Kustomer since 2023 and was Director of Accounting at OneTrust (2020–2023), Director Controller, Cloud Revenue at OpenText (2014–2020), Assistant Corporate Controller at GXS (2010–2014) and Asst Controller at Inovis (2002–2010). Six years on cloud revenue at OpenText make Angel a fit for subscription revenue accounting questions.
Is this you? Claim your profile and get paid for calls.
Brian Swartz
LinkedInExperience: Chief Financial Officer · Genesys
Genesys, which serves more than 8,000 organizations in over 100 countries through Genesys Cloud, has had Brian Swartz as Chief Financial Officer since 2020, and Brian has been a CNBC CFO Council Member since 2025. Brian held Chief Financial Officer titles at Cornerstone OnDemand (2016–2020), Zulily (2015–2016) and Apollo Education Group (2006–2015), a fit for questions on finance at a contact center software company.
Is this you? Claim your profile and get paid for calls.
Caroline Harreld
LinkedInExperience: Finance Director, GTM · Talkdesk
Go-to-market finance is the common thread for Caroline Harreld, Finance Director, GTM at Talkdesk since 2025 and Director of Finance, GTM at Druva (2022–2024). Caroline was also in FP&A at MinIO (2025), Senior Finance Manager at Druva (2019–2022) and in E-Commerce, FP&A at The TJX Companies, Inc. (2012–2013), a fit for questions on sales capacity and go-to-market spend planning.
Is this you? Claim your profile and get paid for calls.
Joseph Casey
LinkedInExperience: Vice President, Finance · Dialpad
Leading all non-accounting finance teams at Dialpad is how Joseph Casey describes the job of Vice President, Finance (since 2026). Joseph's earlier Dialpad titles were Senior Director, FP&A (2025–2026), Senior Director, GTM Finance (2023–2025) and Director, GTM Finance (2022–2023), and Joseph was Director of FP&A at Sisense (2021), a fit for go-to-market finance and FP&A questions in contact center software.
Is this you? Claim your profile and get paid for calls.
Julie Swinney
LinkedInExperience: Chief Financial Officer · Zendesk
Zendesk's Chief Financial Officer since 2022, Julie Swinney was Senior Vice President, Finance and Strategy there (2021–2022) and describes 30 years of finance, operations and M&A across software and hardware. At Intel, Julie was Vice President, Corporate Planning, Strategy & Reporting Controller (2021), Vice President, Chief Audit Executive (2020–2021) and Vice President, Data Center Cloud & Enterprise CFO (2015–2020).
Is this you? Claim your profile and get paid for calls.
Katherine Pfohl, CPA
LinkedInExperience: Director of Accounting · Intercom
Since 2022, Katherine Pfohl, CPA has been Director of Accounting at Intercom. Katherine was Assistant Controller (2019–2022) and Accounting Manager (2019) at Branch, Accounting Manager at Snap Inc. (2016–2018) and Assurance Senior at EY (2013–2016), so questions on building the accounting function and audit readiness at a support software company fit.
Is this you? Claim your profile and get paid for calls.
Kunal Agarwal
LinkedInExperience: Chief Financial Officer · Gorgias
Gorgias, an integrated helpdesk for e-commerce brands, has had Kunal Agarwal as Chief Financial Officer since 2024. Kunal was SVP - Strategic Finance (FP&A and IR) at Navan (2022–2023), Vice President - Financial Planning & Analysis (FP&A) at SurveyMonkey (2020–2023), Head of Corporate FP&A & Treasury - Senior Director at 8x8 (2018–2020) and Head of Finance and Treasury at Elementum AI (2018–2019).
Is this you? Claim your profile and get paid for calls.
Sumit Dutta, CPA,CMA,CA
LinkedInExperience: Global Head of FP&A · Broadvoice
Global Head of FP&A since 2025 at Broadvoice, which offers AI-powered CX for contact centers, Sumit Dutta, CPA,CMA,CA was Vice President Finance at Mobilewalla (2018–2025), Senior Finance Manager- HomeDepot.com at The Home Depot (2017–2018), Finance Leader - Amazon Web Services (AWS) (2014–2017) and Finance Leader- North America Retail Customer Service (NACS) Finance at Amazon (2013–2014).
Is this you? Claim your profile and get paid for calls.
Choose the right perspective
For company-level planning, Brian Swartz, Julie Swinney and Kunal Agarwal hold CFO titles, and Allison Stone covers corporate and strategic finance. Go-to-market finance questions suit Caroline Harreld and Joseph Casey, accounting and close questions Angel Babb, CPA and Katherine Pfohl, CPA, and Amir Oren is the pick for IPO preparation; Sumit Dutta adds FP&A for contact center software and customer service finance at Amazon.
Questions to take into the conversation
- 01How do you forecast revenue when customers move from per-seat pricing to usage-based AI agent pricing?
- 02How do you set sales and marketing spend for a support software business, and which payback metric decides it?
- 03What changes in the close and revenue recognition process when per-resolution AI fees are added to the product?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.