Customer support software
Finance professionals in Customer support software
Finance professionals in customer support software have made real choices about spending on features, staffing, and infrastructure. They've decided what to fund, what to delay, and what to cut. Their experience shows how budget constraints actually shape product and operations decisions.
Professionals to explore
01—10Amir Oren
LinkedInExperience: Senior Vice President Finance · Kustomer
Experience as a senior finance executive at a company providing an AI customer service platform and CRM, including prior VP of Finance roles at Talkdesk and Zendesk.
Anu Kini
LinkedInExperience: Finance Director, Customer Experience · Cisco
Experience leading finance for a customer experience organization, covering sales finance, FP&A, and P&L management within a technology company's service segment.
Brian Bartlett
LinkedInExperience: Head of FP&A · Kustomer
Experience leading financial planning and analysis at an AI customer service platform and CRM company.
Caroline Harreld
LinkedInExperience: Finance Director, GTM · Talkdesk
Experience in finance leadership at a contact center software company providing AI customer experience automation solutions.
Janine Gray ACMA
LinkedInExperience: Senior Director, Customer Success Financial Strategy & Operations · Unit4
Experience leading financial strategy and operations for a customer success organization, supporting monetisation of services and SaaS transition.
Jessica Lindé
LinkedInExperience: Director GCS Finance - Unified Support · IFS
Experience managing a global finance team supporting a unified support function within an enterprise software company.
Julie Swinney
LinkedInExperience: Chief Financial Officer · Zendesk
Experience serving as Chief Financial Officer of a customer service software company, overseeing strategic planning, P&L and cash management, and financial guardrails.
Kevin Hankins
LinkedInExperience: Director of Finance, Customer Service · Chewy
Experience leading finance for a customer service organization, supporting customer operations and financial strategy for customer support functions.
Ricardo Soto
LinkedInExperience: Sr Director Financial Planning and Analysis - Business Partner for Sales and Marketing · Zendesk
Experience as an FP&A business partner for sales and marketing at a customer service software company, and current FP&A director role at a contact center software provider.
Robert Gordon
LinkedInExperience: Director of Finance · NiCE
Experience directing finance at a company offering an enterprise customer experience AI platform for automating customer service.
Choose the right perspective
Look for candidates who held budget responsibility or influenced spending decisions in support operations. Ask what they personally decided to fund or defer, and what happened as a result. Avoid those who only report what others decided.
Questions to take into the conversation
- 01When you had to choose between investing in support tooling versus hiring more staff, what drove your decision and what was the actual outcome?
- 02Walk me through a time when you cut or delayed a budget request. What made you say no, and did you regret it?
- 03How did you measure whether a support software investment actually paid off, and what would have changed your mind about the spending?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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