TODD YANCEY

Profile

Todd Yancey is a Chief Revenue Officer and enterprise SaaS growth executive who builds the revenue engines that take B2B software companies from founder-led selling to predictable, scalable enterprise growth. Over 25 years he has personally closed more than $100M in enterprise software and led go-to-market teams that delivered over $1B in revenue — across AI, cloud infrastructure, cybersecurity, FinTech, WealthTech, and B2B SaaS.

He owns revenue end-to-end: pipeline architecture, forecasting, pricing, partnerships, and the cross-functional alignment with Product, Marketing, Customer Success, and Finance that makes growth durable. Todd builds sales organizations from the first account executive to 20-plus quota carriers, installs MEDDIC/MEDDPICC qualification discipline, and runs the operating cadence that turns a hopeful forecast into a reliable one — work he has done in startups, turnarounds, pre-IPO companies, and global enterprises alike. His fractional CRO practice brings that same operating model to technical founders at the Seed-to-Series-B inflection.

Building Enduring Revenue

While serving as Chief Strategy Officer at Forge Trust — where he led strategy, products, technology, sales, marketing, and operations, growing client accounts from 38,000 in 2013 to over 600,000 and assets under custody from $3B to over $10B — Todd concurrently founded Investor Services and architected the Investor Services Cloud Platform (ISCP)™: an ultra-secure, real-time, zero-trust platform delivering API-driven Digital Asset Custody-as-a-Service. Forge Trust became ISCP’s first customer, anchoring and funding the platform’s development. ISCP went on to scale to over 2 million accounts and $15B+ in assets under custody, trusted by next-generation financial services leaders including Acorns, Charles Schwab, LendingClub, and Wealthfront.

As VP of Global Alliances at Aisera, Todd led the partnership that earned Microsoft Partner of the Year — Business Transformation, and closed the largest deal in the company’s history. Earlier, he led strategic ISV relationships at SAP and IBM — where his business unit ranked #1 worldwide at 555% of plan — and served as Senior Vice President of Worldwide Sales at Instantis from its earliest days, personally closing the founding customers and building the repeatable sales engine that carried the company to its acquisition by Oracle.

Earlier in his career, Todd played a pivotal role in mitigating global Y2K risk by expanding COBOL’s capabilities and authoring a standard date function that helped preserve reliability across mission-critical enterprise systems. In 1997, under his leadership, Fujitsu introduced NetCOBOL — a groundbreaking compiler that brought legacy COBOL applications into web environments by generating Java bytecode, giving organizations a modernization bridge for large-scale legacy platforms.

Todd studied at MIT and Stanford in executive programs and holds a Bachelor of Science in Business and Communication from Vanguard University. He is based in Atherton, California.