MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the appointment of Sheryl Hawk as VP, Customer Success.
In this role, Hawk will lead the firm’s customer success team and oversee the expansion of its data-driven, client-centric initiatives to maximize the value the firm’s cloud-based research management platform delivers to fundamental investment teams seeking to maintain a complete and real-time view of their firm’s investment research. She will report to the CEO.
Hawk brings to Mackey nearly 25 years of experience working with SaaS companies in business development, sales, consulting, and customer success roles. She joins from Customer Imperative, a customer success consulting firm, where she was a Principal Consultant and board advisor focused on leading the development of scalable customer success strategy and programs at SaaS companies.
Prior to Customer Imperative, Hawk led customer success teams at Agari and Whitehat Security — two SaaS companies focused on corporate and enterprise security — and Conversica, an AI-driven SaaS company focused in improving lead engagement for sales and marketing organizations. In each of those roles, Hawk was integral in helping to improve customer outcomes, grow upsell and renewal rates, and increase net promotor scores.
“I’m thrilled to be joining the Mackey team at such an exciting period of growth for the company,” said Hawk. “Mackey’s dedication to transforming the way investment organizations manage critical investment research workflows is a perfect match for my passion for ensuring clients realize a maximum return on technology investments.”
Added Chris Mackey, Founder and CEO at MackeyRMS: “Sheryl is a phenomenal addition to our leadership team. She brings a customer-first philosophy and deep commitment to client success, and we know clients will benefit measurably from her expertise.”
MackeyRMS is a provider of SaaS-based research management software engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, MackeyRMS is used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners across the Americas, EMEA and APAC regions.