Todd Yancey

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    • Fractional CRO
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    • Atherton
    • Menlo Park
About Todd Yancey

25 years of building enterprise revenue.

Operator-turned-fractional CRO. $100M+ personally closed. $1B+ delivered by teams I've built and led. Based in Atherton, California — working with founders across the Bay Area and remote.

My career has been a single long thread: building B2B SaaS revenue engines for enterprise software companies, starting as an individual contributor closing the first deals and growing into Chief Revenue Officer roles where I owned the full motion from ICP definition through 20+ rep teams.

The arc has covered most of the categories that matter in enterprise: AI and agentic GTM tooling (Aisera, FluidCloud), FinTech and WealthTech (Investor Services, with Acorns, Charles Schwab, LendingClub, and Wealthfront on the customer list), cloud infrastructure and Infrastructure-as-Code across all major hyperscalers, cybersecurity, dev tools, and the broader ISV/OEM partnership ecosystem at SAP, IBM, Oracle (via Instantis), and Micro Focus.

What I've learned across these companies is that the patterns are remarkably consistent. The transition from founder-led selling to a repeatable revenue engine is almost identical whether the product is a security platform, an AI agent, or a FinTech custody service. The buyers are different. The motion is the same.

Current Role

Chief of Staff & Chief Revenue Officer, FluidCloud.

FluidCloud is an enterprise SaaS platform delivering Infrastructure-as-Code across AWS, Azure, GCP, OCI, VMware, and Nutanix for cloud deployment, migration, and modernization. I own revenue and GTM execution across Sales, Marketing, Business Development, Finance, HR, and Legal — aligning pipeline strategy, ARR forecasting, and operating discipline to accelerate enterprise growth.

While at FluidCloud, I take 1–2 selective fractional CRO engagements at a time with technical founders at Seed–Series B where the work fits my background and schedule.

Career Highlights

Selected milestones.

  • VP Global Alliances & Partners, Aisera — led the partnership that earned Microsoft Partner of the Year — Business Transformation. Built the Alliances and Channel Ecosystem (ACE) program.
  • Founder & CRO, Investor Services — scaled platform from concept to 2M+ accounts and $15B+ in assets under custody. Tier 1 FinTech customers including Acorns, Charles Schwab, LendingClub, Wealthfront.
  • VP Strategic Sales (ISVs & OEMs), SAP — led global ISV and OEM partnerships with HP, Oracle, Trizetto.
  • Strategic Sales (ISVs & OEMs), IBM — achieved #1 business unit worldwide at 555% of plan.
  • SVP Worldwide Sales, Instantis (acquired by Oracle) — built global enterprise sales org, delivered 100+ net-new customers and $42M+ revenue.
  • VP Sales, Versata — grew revenue from $379K to $20M+; top global revenue rankings 1999–2001.
Customer History

Fortune 1000 customers across 15+ industries.

Amazon Microsoft IBM Oracle Bank of America Wells Fargo Cisco Intel Dell Boeing Disney Walmart Sony HP Lockheed Martin Verizon Eli Lilly Cigna McKesson ADP

Plus 50+ Fortune 1000 customers and partners across 15+ industries.

Education

Background.

  • Massachusetts Institute of Technology (MIT) — Finance, Executive Program (2016–2017)
  • Stanford University — Business, Executive Program (2008–2009)
  • Vanguard University — Bachelor of Science in Business and Communication
Resources

Writing worth your time.

The thinking behind the work — frameworks and field notes from 25+ years building enterprise revenue.

Framework

The Seven C’s of Selling

A deal-dynamics model for enterprise sales — the seven forces that decide whether a complex deal closes, and when. Read →

Essay

Founders Don’t Fail on Product

Why most Seed–Series B startups stall on the chasm between founder-led selling and a repeatable revenue motion. Read →

Let's talk.

If your stage and sector fit and you're ready to graduate from founder-led selling, I'd be glad to spend thirty minutes.

Book a 30-min call →

RECENT POSTS

  • AI Automation Won’t Rescue a Broken Go-To-Market Strategy
  • The Hard Part Isn’t Strategy. It’s Execution.
  • The Seven C’s of Selling
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About Todd Yancey

Todd Yancey is the Founder and Chief Revenue Officer for Investor Services, providing Digital Asset Custody for Financial Institutions, and the former Chief Strategy Officer and Executive Board Member of Forge Trust, a financial services firm offering transaction and custody solutions.

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