About SaaSOptics

Our Story

Necessity is the mother of invention. No words have ever been truer.

We know how challenging it can be to manage financial operations for a SaaS business because we’ve lived it. That’s the reason we built SaaSOptics.

In 1998, we launched a SaaS company that provided marketing resource management solutions. But it didn’t take long to realize traditional tools for managing financial operations didn’t work for our business model. And, with SaaS just beginning to take hold, we couldn’t find any alternative tools that would. So we did what a lot of young companies do and used spreadsheets and manual processes. But as our business grew, those spreadsheets and workflows became cumbersome and consumed too much of our time—time we needed to spend doing other things to drive the business forward.

When it came time to raise capital, we needed more metrics than our financial processes could easily provide. The analysis and numbers the VCs and investors wanted, so they could gauge our potential, were difficult to pull together.

We knew every other SaaS or subscription company out there had these same problems. So we turned our focus to creating a tool that would make it easy to solve the problems that had been very painful for us, like conducting churn analysis and analytics—things that are important in an acquisition. In fact, we had a vision for building a solution that would do everything needed for running the financial aspects of a subscription business. Once the analytics capabilities were done, we added other features to meet the full spectrum of financial operations needs that SaaS and subscription businesses have in the early years and as they grow. That product is SaaSOptics.

Today, over 360 customers rely on SaaSOptics to manage $2.2B in annual recurring revenue. They trust us because we’ve been in their shoes and used what we learned to create a truly exemplary solution. SaaSOptics can make it easier for you to grow and succeed at any stage of your business, too.

Learn about our platform

Management Team



Tim McCormick, Chief Executive Officer

Tim has over 30 years of experience in building, launching and growing successful enterprise software businesses. Before joining SaaSOptics, Tim was director of Americas sales operations at Cisco Systems following its acquisition of JouleX, where he was the vice president of sales and marketing from the founding in 2010 through the acquisition in 2013 for $107M.

Tim has experience leading multiple B2B software companies from start-up through acquisition. He was a member of the founding management team and vice president of marketing for Internet Security Systems (ISS), where he increased market share and grew the company’s revenue from $5M in 1996 to over $400M. He saw the company through a successful IPO in 1998 and in 2006, when ISS was acquired by IBM for $1.9B, and served as vice president of the business solutions group, leading business line and product management, product marketing, marketing communications and programs, partnership strategy and business development. Tim earned a bachelor’s degree from University of Delaware.


David Ryan, Chief Operating Officer

A serial entrepreneur with over 30 years of experience, David has both founded and held chief executive roles at several software businesses. He was co-founder and CEO of MarketingCentral, a SaaS provider of marketing resource management, acquired by Unica/IBM in 2008. As founder, David's focus has been on creating subscription management platform that would make it easy for others to manage their own SaaS and subscription financial operations.

Prior to MarketingCentral, David was CEO of Sirius Systems, a pioneer in sales force automation, which was acquired by Software Artistry (Tivoli) in 1997. He has also held positions at Gartner and IBM and earned a bachelor’s degree from Duke University.


Clayton Whitfield, Chief Customer Officer

Clayton has more than 15 years of software industry experience and is a co-founder of SaaSOptics. Previously, he worked with co-founder David Ryan at MarketingCentral, as vice president of product development, building its SaaS marketing automation solution. Clayton has also led technical teams at Fair Isaac Corp. and ACS-Inc. Before focusing his career on technology, he was a teacher in the Los Angeles school district. Clayton earned an MBA, Finance with honors from Emory University’s Goizueta Business School.


Matthew Woodard, Chief Technology Officer

Matthew has more than 15 years of experience designing, architecting, and implementing commercial software systems.  He is a co-founder of SaaSOptics, where he has been responsible for the technical design and implementation of the core product.  Previously, he oversaw the development team and facilitated customer relations for a multimillion-dollar software program at Lockheed Martin.  Matthew holds a bachelor's degree in computer science from the Georgia Institute of Technology and a master's degree in computer science from Johns Hopkins University.


Margaret Weniger, Director of Sales

As Director of Sales at SaaSOptics, Margaret is responsible for creating and driving the revenue growth strategy. She leads the sales and sales development teams who are responsible for creating qualified opportunities and closing new revenue. Prior to joining SaaSOptics, Margaret held various sales positions at ACTIVE Network and Salesloft building and enabling sales teams to drive YOY growth. Margaret holds a Bachelors Degree from Miami University.


Mary Chiaffredo, Director of Marketing

With over 18 years of experience, Mary has a reputation for driving growth through increased lead generation, higher sales conversions and generating awareness for global and national brands. Her experience with contributing to increased awareness and revenue for technology companies spans all facets of marketing from strategy and development to execution. Mary has led marketing for global companies including Trimble, Siemens Building Technologies and driven sales that led to company growth and eventually, acquisition. Specifically, she managed partner marketing programs for SPI Dynamics, Inc., which was acquired by HP and for Internet Security Systems (ISS), which was acquired by IBM in 2006. Mary earned a bachelor’s degree in Marketing from Wayne State University.


Josh Carlson, Director of Customer Success

Josh leads the customer success team comprised of implementation consultants, application experts and customer success managers, all working together to ensure customers get the most value out of SaaSOptics. Josh started his high-tech career as an implementation consultant at SaaSOptics. His experience as one of the company's first employees is the driver behind Josh's customer-centric approach and mission to build all SaaSOptics customers into passionate champions.

Prior to SaaSOptics, Josh was an assistant pastor at New Hope Chapel in Plymouth, Massachusetts. Josh earned a bachelor's degree from Clarks Summit University in Pennsylvania.

Investors and Advisors



Alston Gardner, Investor, Advisor & Board Member

Alston was the founder and Chief Executive Officer of OnTarget, Inc., a sales training and consulting firm serving technology companies such as IBM, Xerox, Hewlett Packard, Oracle, and Cisco. Siebel Systems acquired OnTarget in 2000. He has been involved in dozens of start-ups including Fulcrum Equity Partners, Hatteras Venture Partners, Bandwidth.com, Sageworks, and MarketingCentral. Alston graduated from the University of North Carolina in 1977 and currently serves on the UNC Board of Trustees.



Tom Noonan, Investor & Advisor

Tom is a General Partner at the early-stage venture capital firm TechOperators. He is the former chairman, president and chief executive officer of Internet Security Systems, Inc., which was acquired in 2007 by IBM. Tom Noonan was most recently CEO of JouleX, a TechOperators investment and a leading innovator in sustainable energy management systems for enterprise customers acquired by Cisco in late 2013.



Ari Newman, Investor, Advisor and Board Observer

Ari is a Partner at Techstars on the Venture team, where he does his best to thoughtfully leverage more than a decade of experience on the entrepreneur's side of the table. Ari was also previously the Network Catalyst at Techstars, developing programs and infrastructure for Techstars' worldwide network of Founders, Investors and Mentors. Born and raised in the San Francisco area, Ari has a Marketing degree from the Leeds School at CU-Boulder.



Techstars Ventures

Techstars Ventures is the venture capital arm of Techstars. Techstars Ventures has $265M under management and is currently investing out of their third fund ($150M). Alongside the VC and Angel communities, Techstars co-invests in companies built by Techstars accelerator companies and alumni.


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