We’re excited to welcome Alexandra Roberts to Terzo as Chief Customer Officer and Chief of Staff to the CEO, as we enter our next chapter of growth.
Our mission is to help the world’s largest enterprises find, unlock, and capture financial value through AI. Delivering on it takes more than great technology. It also takes strong execution, deep customer relationships, and a relentless focus on measurable outcomes. That’s what Alex brings.
Experience scaling global customer organizations
Alex has more than 13 years of experience across enterprise technology, consulting, and customer leadership. Most recently, she led the Office of the Customer at Icertis, a global organization supporting Icertis’ broad enterprise customer base across consulting, customer success, partner enablement, and customer education. During her time there, she helped transform and scale the customer organization by strengthening customer engagement, accelerating AI-led implementations, and building the operational foundation for product adoption and expansion.
Previously, Alex held roles at SAP and Accenture, advising Fortune 500 companies on complex business transformations and helping customers fully deploy technology investments to realize meaningful business impact.
What Alex will lead at Terzo
Alex will oversee three areas that are central to how Terzo grows with its customers:
Strategic partnerships: Expanding our global partner ecosystem and creating scalable paths to growth.
Customer growth and expansion: Deepening enterprise relationships, accelerating adoption, and unlocking more value for customers.
Customer success and support: Strengthening retention, the customer experience, and accelerating business outcomes.
As Chief of Staff, she’ll also partner closely with CEO and Co-Founder Brandon Card on strategic priorities. This will include leveraging voice-of-the-customer feedback to drive synergies across product, engineering, and delivery helping keep the business aligned as it rapidly scales.
Her role matters even more as Terzo expands its outcome-based engagement and delivery model. Increasingly, our success is measured by the financial value and long-term business impact our customers realize, not just the technology we deliver.
She knew Terzo before she joined
Alex didn’t come to Terzo cold. In her time working with a wide range of corporations, she saw firsthand the challenges customers face with at-scale document ingestion, data extraction, and unlocking value from complex financial, procurement, and legal information stored across numerous enterprise systems. She understood the problem, experienced our solution, and believed in where we’re headed.
Welcome to Terzo, Alex!
