Summary
Overview
Work History
Education
Skills
Timeline
OperationsManager
Bob Walton

Bob Walton

Chief Revenue Officer
Alpharetta,GA

Summary

Accomplished senior-level executive with 25+ years of success building highly motivated teams and growing revenue. Recognized for collaborative leadership style that inspires, builds trust, and accelerates growth. Unique ability to effectively translate complex operational concepts into tangible action plans. Relentless optimist who believes there is no failure, only feedback.

Overview

26
26
years of professional experience
6
6
years of post-secondary education

Work History

Chief Revenue Officer/Chief Operating Officer

AchieveIt
Atlanta, GA
08.2018 - Current
  • Recruited by southeast's most active venture capital firm to serve key executive leadership role at this provider of cloud-based enterprise software for strategic planning and execution.
  • Developed and executed multiple initiatives to improve efficiency and productivity, refine Go-to-Market strategies, and position company for sustained growth.
  • Designed pricing model that transitioned one-time fee revenue into recurring annual revenue streams and increased average deal size by 350% (from $9k to $32K ARR).
  • Built lead generation model that included both inbound marketing and SDRs to grow active pipeline by over 300%.
  • Increased average new business production per Account Executive by 200% (from $150k to $300k ARR per AE) over past 3+ years.
  • Generated 100% revenue growth in first 12 months, and achieved 200% cumulative growth over past 3+ years.

Chief Revenue Officer

Crescerance
Atlanta, GA
08.2017 - 08.2018
  • Lead company through multiple initiatives to optimize for scale and reach aggressive growth targets.
  • Led comprehensive rebranding initiative, launching Engagifii brand and implementing new content engine.
  • Developed new bundled pricing model and increased average deal size by 200%.
  • Built lead generation model that increased active pipeline by over 400%.
  • Designed new sales process that increased 2018 new sales by 150%.

Founder/Chief Executive Officer

BigContacts
Atlanta, GA
05.2008 - 06.2017
  • Founded and bootstrapped this SaaS CRM & Marketing Automation platform, navigating business to acquisition by private equity firm in 2017.
  • Led development, discovery and sales initiatives, building customer base of nearly 1,000 small businesses at time of acquisition.
  • Designed and optimized customer on-boarding experience to encourage initial engagement, maximize conversion and promote retention.
  • Established repeatable customer acquisition process through low-touch sales model.
  • Transitioned to offshore team to maximize profitability while maintaining customer experience.
  • Created very capital-efficient business with $1 in Annual Recurring Revenue (ARR) for every $1 invested.

Senior Vice President

Wells Fargo Advisors
Atlanta, GA
01.1996 - 04.2008
  • Built $300M+ Wealth Management Practice that served business executives and small business owners by developing comprehensive financial plans that would protect and grow their assets.
  • Recruited and trained new financial advisors. Directed and trained team of private bankers to support investment team.
  • Ranked in top 30 out of all Wells Fargo advisory practices.
  • Recognized as #1 advisor in Georgia based on total fee revenue generated.
  • Conceptualized and developed retirement planning program, which involved delivering 50+ seminars that covered proprietary content and raised $50M+ in new money from speaking engagements.

Education

CFP - Finance

College For Financial Planning, Inc.
Englewood, CO
01.1999 - 01.2001

BBA - Finance

University of Iowa
Iowa City, IA
09.1985 - 12.1989

Skills

Go-To-Marketing Strategy

Business Model Optimization

Business Development

Revenue Growth

Timeline

Chief Revenue Officer/Chief Operating Officer

AchieveIt
08.2018 - Current

Chief Revenue Officer

Crescerance
08.2017 - 08.2018

Founder/Chief Executive Officer

BigContacts
05.2008 - 06.2017

CFP - Finance

College For Financial Planning, Inc.
01.1999 - 01.2001

Senior Vice President

Wells Fargo Advisors
01.1996 - 04.2008

BBA - Finance

University of Iowa
09.1985 - 12.1989
Bob WaltonChief Revenue Officer