Terzo leadership
Alexandra Roberts
Chief Customer Officer & Chief of Staff

Overview
Alexandra (Alex) Roberts serves as Chief Customer Officer and Chief of Staff to the CEO at Terzo, where she focuses on accelerating customer growth, strengthening retention, and scaling the company’s customer operations and strategic partnerships.
Background
Alex brings more than 13 years of experience across enterprise technology, management consulting, services sales, and customer leadership. She brings a strong track record of driving execution, leading cross-functional transformation, and connecting customer insights with product strategy and operational priorities. Most recently, at Icertis, she led the global Office of the Customer, where she transformed consulting and customer experience through business-led advisory services, AI-powered automation, and scalable delivery models supporting a large, strategic enterprise customer base.
Previously, Alex held roles at SAP and Accenture, advising Fortune 500 organizations on complex business transformations and helping customers translate technology investments into measurable business outcomes.
Joining Terzo
Having experienced firsthand the challenges enterprises face in extracting value from complex contractual and business information, Alex brings both a customer perspective and a passion for Terzo’s mission to unlock financial value through AI.