Customer support software
Finance professionals in Customer support software
These finance leaders run CFO, controller, FP&A and accounting roles at help desk, contact center and customer service software companies. A reader can learn how support software businesses plan revenue and go-to-market spending, close the books and report as they scale, and weigh investment in AI agents for customer service.
Professionals to explore
01—10Allison Stone
LinkedInExperience: Vice President, Corporate and Strategic Finance · Zendesk
Vice President, Corporate and Strategic Finance at Zendesk since 2024. The highlight describes Zendesk as customer service software. Other listed roles include Vice President, CFO - Network and Edge Group at Intel (2024), Sr. Finance Director - Client Computing Group Roadmap & Long-Term P&L at Intel (2021–2024), Finance Director - Network and Edge Platform Division at Intel (2020–2021) and Controller - Wireless Access Network Division at Intel (2018–2020).
Amir Oren
LinkedInExperience: Vice President and Corporate Controller · Zendesk
Former Vice President and Corporate Controller at Zendesk (2012–2016). Other listed roles include Senior Vice President Finance at Kustomer (2019–2022), Vice President of Finance at Kustomer (2018–2019), Vice President of Finance at Talkdesk (2016–2018) and Corporate Controller at Dropbox (2011–2012).
Angel Babb, CPA
LinkedInExperience: Controller · Kustomer
Controller at Kustomer since 2023. Other listed roles include 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).
Brian Swartz
LinkedInExperience: Chief Financial Officer · Genesys
Chief Financial Officer at Genesys since 2020. The highlight describes Genesys as helping more than 8,000 organizations create the best experiences for their customers and employees through Genesys Cloud. Also CFO Council Member at CNBC CFO Council since 2025. Other listed roles include Chief Financial Officer at Cornerstone OnDemand (2016–2020), Chief Financial Officer at Zulily (2015–2016) and Chief Financial Officer at Apollo Education Group (2006–2015).
Caroline Harreld
LinkedInExperience: Finance Director, GTM · Talkdesk
Finance Director, GTM at Talkdesk since 2025. The highlight describes Talkdesk as a provider of AI customer experience automation for contact center software. Other listed roles include FP&A at MinIO (2025), E-Commerce, FP&A at The TJX Companies, Inc. (2012–2013), Director of Finance, GTM at Druva (2022–2024) and Senior Finance Manager at Druva (2019–2022).
Joseph Casey
LinkedInExperience: Vice President, Finance · Dialpad
Vice President, Finance at Dialpad since 2026. Other listed roles include Senior Director, FP&A at Dialpad (2025–2026), Senior Director, GTM Finance at Dialpad (2023–2025), Director, GTM Finance at Dialpad (2022–2023) and Director of FP&A at Sisense (2021).
Julie Swinney
LinkedInExperience: Chief Financial Officer · Zendesk
Chief Financial Officer at Zendesk since 2022. Other listed roles include Senior Vice President, Finance and Strategy at Zendesk (2021–2022), Vice President, Corporate Planning, Strategy & Reporting Controller at Intel (2021), Vice President, Chief Audit Executive at Intel (2020–2021) and Vice President, Data Center Cloud & Enterprise CFO at Intel (2015–2020).
Katherine Pfohl, CPA
LinkedInExperience: Director of Accounting · Intercom
Director of Accounting at Intercom since 2022. The highlight describes Intercom as providing an AI agent for customer service. Other listed roles include Assistant Controller at Branch (2019–2022), Accounting Manager at Branch (2019), Accounting Manager at Snap Inc. (2016–2018) and Assurance Senior at EY (2013–2016).
Kunal Agarwal
LinkedInExperience: Chief Financial Officer · Gorgias
Chief Financial Officer at Gorgias since 2024. The highlight describes Gorgias as an integrated helpdesk for e-commerce brands. Other listed roles include 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).
Sumit Dutta, CPA,CMA,CA
LinkedInExperience: Global Head of FP&A · Broadvoice
Global Head of FP&A at Broadvoice since 2025. Other listed roles include Vice President Finance at Mobilewalla (2018–2025), Senior Finance Manager- HomeDepot.com at The Home Depot (2017–2018), Finance Leader - Amazon Web Services (AWS) at Amazon Web Services (AWS) (2014–2017) and Finance Leader- North America Retail Customer Service (NACS) Finance at Amazon (2013–2014).
Choose the right perspective
Check whether the person's relevant role is current or past and whether it covered the full CFO seat, controllership and accounting, or go-to-market FP&A. Ask them for one revenue forecast, spending plan or reporting change they owned and what moved it most.
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?
Reaching finance professionals in Customer support software
How can I contact one of these finance professionals in Customer support software?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 8 companies, including Zendesk, Kustomer and Genesys, based on profile data retrieved on September 30, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach finance professionals in Customer support software?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
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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