Bespoke Partners Completes Chief Revenue Officer Search for SMA Technologies
November 25, 2024 – San Diego, CA-headquartered Bespoke Partners has placed John Roper as the new chief revenue officer for Thoma Bravo-backed SMA Technologies in Houston, TX. Alexandra Bossetta and Elizabeth Moses led the assignment. The assignment was closed in 45 days. “Hats off to Thoma Bravo for recognizing John’s incredible talent and placing their trust in Bespoke’s go-to-market practice team to find the best-fit candidate,” the firm said. “John’s perspective and expertise in growth strategies will be instrumental as we continue to scale our market leadership in the financial services sector,” said Todd Dauchy, CEO of SMA Technologies. “With his wealth of experience serving financial institutions, John has an ideal background and skillset to help execute on our mission to become the industry’s leading automation provider. His experience will undoubtedly bring tremendous value to SMA and our customers.”
Mr. Roper joins SMA Technologies with over 20 years of experience leading companies through growth phases and driving strategic initiatives. Most recently, he served as chief revenue officer at Abrigo, where he played a pivotal role in advancing the company’s lending and risk solutions for U.S. financial institutions. His background also includes leadership roles at Sageworks (acquired by AKKR in 2018 and rebranded as Abrigo), Deloitte, and Parata Systems, a BD company.
In this role with SMA, Mr. Roper will oversee the sales, customer success, and partner teams, setting the strategic direction for SMA’s go-to-market activities. Having dedicated his focus to financial institutions since 2016, he believes that banks and credit unions serve as pillars of their communities. Mr. Roper brings experience in process improvement, competitive analysis, and product launches to his new role, positioning him to lead SMA Technologies’ next phase of growth.
“SMA Technologies has established itself as a stable, trusted leader in automation for financial services, and I am excited about the incredible opportunities ahead,” said Mr. Roper. “With a strong foundation of extensive offerings in place, we’re well-positioned for significant growth. I’m eager to help drive that growth while continuing to deliver exceptional value to our customers. It’s an exciting time to be part of SMA, and I look forward to contributing to its continued success.”
SMA is the maker of OpCon, a workload automation and orchestration platform for banks, credit unions, and other financial services businesses. OpCon enables companies to automate manual tasks and orchestrate workloads across business-critical operations, saving time and reducing cost by eliminating human error and deploying IT resources on strategic initiatives. More than 700 financial institutions use SMA for their mission-critical operations.
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Bespoke Partners is an executive search and leadership advisory firm dedicated to partnering with top private equity firms, including Francisco Partners, Clearlake Capital, WCAS, Insight Partners, GI Partners, General Atlantic, CVC Capital Partners, and TA Associates, among many others, to recruit software talent and assess and evaluate teams at every stage of the investment lifecycle, from growth equity to buyout. Bespoke Partners is headquartered in San Diego, and operates other regional offices in Austin, TX, and Philadelphia.
Over 1,000 Searches Completed
The search firm has completed over 1,000 searches since its inception a decade ago. Its expertise includes all C-level searches across multiple functional domains, including financial officers, HR and people, marketing and technology, as well as board of directors and internal private equity operating partner searches. The firm’s expanding leadership advisory platform includes organizational due diligence as well as executive assessment and coaching.
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Bespoke offers a two-year guarantee on executive placements with the company’s leadership assessment service. “If your search firm gives you only a six-month guarantee on placements, then you are working with someone that does not have your best interests at heart,” said Adam Boone, chief marketing officer at Bespoke. “We recommend moving on to work with a firm that takes your success seriously.”
As a senior vice president at Bespoke, Ms. Bossetta is currently the functional lead for the firm’s HR, talent and operations practice and head of the Austin office. She leads executive recruitment and assessment for high growth PE-backed and public software organizations, placing leaders in CEO, president/COO, sales and marketing, and HR/ talent leadership roles. During her tenure, she has successfully completed 60+ searches. Ms. Bossetta leads a 30-person office where she is responsible for strategic initiatives across culture, events, travel and people matters for Bespoke’s Austin, TX, team.
Ms. Moses is a vice president in Bespoke’s CEO, board and operating partner practice as well as a GTM practice expert. During her tenure, she has completed over 60 placements, including multiple team builds across CEO, CRO, CMO, and COO. Prior to joining Bespoke, Ms. Moses was a team leader on the professional services firms segment at Gerson Lehrman Group (GLG), where she supported management consulting firms in their PE due diligence work.
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Contributed by Scott A. Scanlon, Editor-in-Chief and Dale M. Zupsansky, Executive Editor – Hunt Scanlon Media
