Altify is the Account Planning AI Cloud, helping revenue teams grow relationships by planning smarter

Pat returns to Altify as CEO, bringing deep experience in sales strategy, AI cloud technology, and growing businesses through customer relationships. A seasoned leader, Pat has over 25 years of experience building and leading teams to deliver results. Before rejoining Altify, Pat was Chief Customer Officer at HireVue, a market leader in AI-driven hiring, helping companies connect talent to opportunity and launching the Human Potential Intelligence category.

Prior to HireVue, Pat was the SVP and GM of Altify, leading the enterprise sales and marketing business unit at Altify, responsible for all aspects of the multi-product portfolio after Altify’s acquisition by Upland. Previously, Pat was the CMO at Altify, responsible for marketing, alliances, and the sales development teams. Earlier in his career, he served as CRO at Simpplr and held various executive roles in both emerging software companies and established market leaders like Salesforce and Business Objects. Pat graduated with honors in Political Science from Iowa State University.

Robert brings over two decades of finance leadership across global technology and enterprise software organizations. Before joining Altify as CFO, he served as Vice President of FP&A at HireVue, and spent nearly 13 years at BMC Software in a range of financial leadership roles, culminating as Senior Director of FP&A. Earlier in his career, he held finance positions at Baxter Healthcare and Ford Motor Company.

Robert has deep experience navigating both publicly traded and private equity–backed environments, including working under Bain Capital, KKR, Carlyle, and GCP. He holds a BBA from the University of Texas at Austin’s McCombs School of Business and an MBA from the University of Illinois at Chicago.

Toby serves as Chief Technology Officer at Altify, leading the company’s overall product innovation, development, and support teams. A seasoned technology and business leader, Toby has extensive experience in enterprise software, building high-performing engineering organizations, and driving AI transformation across global teams.

Prior to becoming CTO, Toby served as General Manager of the Sales Effectiveness Business Unit at Upland Software, where he led strategy and execution for a portfolio of enterprise sales and marketing solutions. Previously, he was Vice President of Product and Engineering for Upland’s Enterprise Sales and Marketing business, where he oversaw product development and platform modernization.

Toby has scaled engineering to support global enterprises and is currently leading Altify’s company-wide AI transformation to accelerate innovation and deliver greater customer value.

Nigel serves as Chief Marketing Officer at Altify, leading global marketing, brand, and go-to-market strategy as the company pioneers the new era of Strategic Revenue Execution. A seasoned marketing and strategy leader with over 25 years of experience across software, publishing, and technology, Nigel has a proven track record of building high-performing teams that unite marketing, sales, and customer success to accelerate growth and strengthen market leadership.

Prior to becoming CMO, Nigel served as VP of Marketing at Upland Altify, where he was instrumental in shaping the company’s positioning, product strategy, and brand transformation as it re-emerged as an independent business. Before Altify, he held senior roles at Openwave Messaging and Critical Path—driving initiatives that contributed to a successful acquisition by Synchronoss Technologies—and founded a marketing and media agency focused on mobile innovation.

Based in Dublin, Ireland, Nigel is passionate about leadership, collaboration, and building brands that deliver lasting customer impact.

Wendy serves as Vice President of Sales at Altify, leading the company’s global sales organization as it pioneers the new era of Strategic Revenue Execution. A seasoned sales leader with over 20 years of experience — including 15+ years in SaaS — Wendy has a proven track record of building high-performing, customer-centric teams that drive growth, strengthen executive relationships, and deliver meaningful business outcomes.

Before rejoining Altify, Wendy held senior sales leadership roles at DocuSign and HireVue, where she helped scale enterprise growth, elevate customer value, and guide organizations through transformation across people, process, and technology. Earlier in her career, she held leadership positions at Telogis (a Verizon company), and CBRE, consistently championing a consultative approach rooted in aligning solutions to real customer impact.

Based in Greater Cleveland, Wendy is passionate about empowering revenue organizations to realize their full potential — aligning people, strategy, and execution to deliver exceptional results and enduring customer success.

Danielle serves as Vice President of Customer Success at Altify, where she leads the company’s global customer success strategy—driving operational excellence, transformation, and customer impact. A seasoned executive with extensive experience across technology, financial services, and mining, Danielle brings a people-first approach to building high-performing teams and fostering long-term customer relationships.

Before joining Altify, she held senior leadership roles at HireVue, where she led customer success and professional services organizations through significant operational transformation. Earlier in her career, Danielle held leadership positions at WebBank, Zions Bancorporation, and Rio Tinto, where she developed deep expertise in organizational development and talent strategy.

Based in Salt Lake City, Utah, Danielle is passionate about leadership, mentorship, and empowering others to succeed. She is also a proud member of the International Women’s Foundation, where she contributes to a global network of women leaders committed to advancing change and collaboration.

Travis serves as Vice President of Customer Excellence at Altify, leading the company’s professional services, change management, optimization, and implementations teams as Altify advances its vision for AI-First Strategic Revenue Execution. With more than 20 years of experience across software, consulting, and customer transformation, Travis has built a reputation for scaling high-performing teams that bridge sales execution, enablement, and value realization for global enterprise customers.

Since joining Altify, Travis has spearheaded the modernization of the company’s services model—defining its AI-First Services identity, launching certification and onboarding programs, and expanding managed-services partnerships to deliver nearly 5,000 hours annually. His work has been central to driving adoption of customer’s sales methodology, embedding value-based selling and account planning into Salesforce workflows, and helping enterprise customers translate strategy into measurable business outcomes.

Based in New England, Travis is passionate about leadership, continuous learning, and helping organizations—and people—achieve their full potential through disciplined execution and intelligent innovation.

David is the Vice President of Revenue Operations at Altify, where he leads the charge in connecting data, process, and people to help teams sell smarter and scale faster. With nearly 20 years of experience in sales and revenue operations, he’s passionate about turning complexity into clarity—building systems and teams that make growth predictable and sustainable.

Before rejoining Altify, he spent several years at MoxiWorks as Senior Director of Revenue Operations, leading the evolution of go-to-market processes, forecasting, and analytics to align marketing, sales, and customer success.

Earlier in his career, David held key operations and leadership roles at Absolute Software, Dtex Systems, FireEye, Fortinet, and Blue Coat Systems. Throughout his journey, one thing has remained constant: a deep belief that when people have the right insights, tools, and processes, they can achieve incredible results.

Based in San Jose, California, David enjoys mentoring emerging RevOps leaders, exploring new technology trends, and finding better ways to help revenue teams win together.

Helen is the Vice President of Alliances at Altify, where she leads global partnership strategy and ecosystem growth.

With over 20 years of experience across enterprise software and financial services, she has built and scaled high-impact alliance programs at DocuSign, JPMorgan Chase, and MasterCard.

Helen believes that strong partnerships are the foundation of sustainable growth—unlocking shared value, innovation, and customer success.

Anthony Reynolds returns to Altify as a board member and advisor, bringing his expertise in enterprise-level sales leadership and technology. A seasoned enterprise SaaS leader, he has a track record of driving growth and innovation in technology companies.

Previously, Anthony served as CEO of HireVue, a leading provider of AI-driven hiring solutions, where he played a key role in expanding the company’s global impact. Before that, he was the CEO of Altify, guiding the company through a pivotal phase of growth and establishing its leadership in Customer Revenue Optimization (CRO).

Anthony’s experience also includes executive roles at Anaplan, SAP, and Business Objects, where he focused on business strategy, operational excellence, and customer success. He holds an MBA from the University of Cambridge and a Bachelor of Commerce from the University of British Columbia.

Jon is a founding Partner at Gallant Capital and is responsible for all aspects of the firm’s activities. Prior to founding Gallant in 2018, Jon was responsible for leading investments for Gores Small Capitalization Partners and was a member of the Gores Small Capitalization Partners Investment Committee.

Prior to joining Gores in 2003, Jon was an Analyst at Credit Suisse First Boston, where he focused primarily on mergers and acquisitions and leveraged finance transactions in the Media and Telecommunications group. Jon serves on the Board of Directors of all Gallant portfolio companies.

Jon is also an active member of the Board of Directors of Ready to Succeed, an organization that empowers youth impacted by foster care to graduate college, launch successful careers, and reach their full potential. Jon received a B.B.A. in Finance and Accounting with Honors from the University of Texas, and an M.B.A. from Harvard Business School.

Anthony is a founding Partner at Gallant Capital and is responsible for all aspects of the firm’s activities. Prior to founding Gallant in 2018, Anthony was responsible for leading investments at The Gores Group. Prior to joining Gores in 2011, Anthony was a Managing Director with Moelis & Company where he led M&A execution for transactions across various industries including technology, business services, consumer and retail, media, healthcare and biotechnology. Prior to joining Moelis, Anthony was a Vice President at UBS where he led the execution on a variety of assignments, including mergers and acquisitions, equity and debt security underwritings, and other advisory assignments.

Anthony also previously worked as the Director of Finance at Nomadix, Inc and was an Analyst at DLJ. Anthony serves on the Board of Directors of all Gallant portfolio companies. Anthony received a B.A. in Business Administration with Honours from the Richard Ivey School of Business at the University of Western Ontario.

Desmond is responsible for performing operational due diligence and overseeing the portfolio companies at Gallant Capital. Prior to Gallant, Desmond was a Managing Director at OpenGate Capital where he led operational due diligence and oversaw operations for the firm’s North American portfolio companies. Prior to OpenGate, he was a Principal with The Gores Group in Los Angeles where he worked alongside Jon and Anthony. At OpenGate and Gores, Desmond held board and operational leadership positions and was responsible for portfolio company financial oversight, partnering with the management teams to drive revenue growth, operational effectiveness, and profit improvement.

Desmond received a Bachelor of Arts with Honors in Accounting from the University of Ulster, Belfast, Northern Ireland, a Post-Graduate Diploma in Accounting from Queens University of Belfast, Northern Ireland, and an M.B.A from Columbia University.

Chris is responsible for sourcing, structuring, financing and executing investments at Gallant Capital. Prior to joining Gallant, Chris was an investment professional at EQT Partners in New York, focused on evaluating and executing investment opportunities across a range of sectors. Prior to joining EQT Partners, he was an investment professional at The Gores Group in Los Angeles, where he evaluated and executed investment opportunities in the technology, business services, industrials and healthcare sectors. Prior to joining The Gores Group, Chris worked in the investment banking division at J.P. Morgan in Los Angeles.

Chris serves on the Board of Directors of Altify, Pro-Vac, and SLWM. Chris received a Bachelor’s degree in Business Administration from the Haas School of Business at the University of California, Berkeley.