Leadership at Infusionsoft

At Infusionsoft, we are all leaders. We expect all Infusionites to co-create and execute plans that deliver results, inspire commitment to our vision, and accelerate the growth of those around them.

Executive Management

Infusionsoft is managed at the highest levels by innovators, industry experts, tech geeks, and small business zealots. They are the executives that help mold us into the leaders we want to become. They’re forging ahead on our mission to help small businesses succeed, and setting a clear vision for the future of Infusionsoft.

Clate Mask at Infusionsoft Clate Mask

Clate Mask

Chief executive officer and Co-founder
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Clate has been educating and inspiring entrepreneurs for over a decade, and is recognized by the small business community as a visionary leader. His passion for small business success stems from his personal experience taking Infusionsoft from a struggling startup to an eight-time Inc. 500/5000 winner. As CEO, Clate is leading Infusionsoft on its mission to create and dominate the market of sales and marketing software for small businesses.

Under Clate's leadership, Infusionsoft has landed four rounds of venture capital including a $55 million Series D led by Bain Capital Ventures with contributions from prior investors, Signal Peak Ventures and Goldman Sachs. He was named an Ernst & Young Entrepreneur of the Year finalist, a Top 100 Small Business Influencer by Small Business Trends, one of the 100 Most Intriguing Entrepreneurs of 2013 by Goldman Sachs, and Business Leader of the Year by the Arizona Technology Council.

Clate is a national speaker on entrepreneurship and small business success, and co-author of the New York Times bestseller Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy. Clate has a B.A. in Economics from Arizona State University, as well as an MBA and a J.D. from Brigham Young University.

Scott Martineau at Infusionsoft Scott Martineau

Scott Martineau

Chief customer officer and Co-founder
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Since co-founding Infusionsoft with Clate Mask and his brother Eric Martineau, Scott has been on a mission to revolutionize the way small businesses succeed. As chief customer officer, Scott leverages his entrepreneurial background and a keen understanding of small business to lead Infusionsoft’s consulting, revenue retention and customer success teams.

Prior to his current position, Scott served in several senior leadership roles at Infusionsoft. His experience serving as vice president of demand generation and senior vice president of product strategy allows him to better understand the full Infusionsoft customer lifecycle journey. He posesses a service-first mentality and is constantly innovating new ways to best serve small businesses.

Scott is also the co-author of the New York Times bestseller Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy.

He holds a B.S. in computer information systems from Arizona State University.

Curtis Smith at Infusionsoft Curtis Smith

Curtis Smith

Chief financial officer
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Curtis is a proven Silicon Valley finance executive with a unique blend of public SaaS and technology investment banking experience. As Infusionsoft's chief financial officer, he oversees the company’s corporate finance, accounting, legal and investor relations departments.

Prior to joining Infusionsoft, Curtis spent more than three years as CFO of Keynote Systems, a public SaaS company specializing in cloud testing and monitoring, where he drove revenue growth, profitability expansion and operational efficiencies. Additionally, he has advised leading technology companies and executed multiple IPO and M&A transactions as a Managing Director at GCA Savvian Advisors and as a Vice President at Credit Suisse First Boston’s Technology Group.

Curtis received his undergraduate degree at Brigham Young University and later went on to earn his MBA at University of Southern California's Marshall School of Business.

Terry Hicks at Infusionsoft Terry Hicks

Terry Hicks

Chief operating officer
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As Infusionsoft's chief operating officer, Terry leads Infusionsoft’s product development, customer success, partner network, business development, as well as both the sales and marketing teams. Terry’s primary focus is to drive the company’s vision, strategy and execution to accelerate continued strong, profitable growth. He and his leaders are passionate about helping employees, customers and partners to thrive and grow while delivering industry-leading products and services.

Prior to Infusionsoft, Terry spent 15 years in leadership roles at Intuit. He led the growth of numerous businesses in the QuickBooks ecosystem including the online and desktop versions QuickBooks Financial Management, Point of Sale and Payroll, and he also established from the ground up the now $600 million QuickBooks payments business. In his most recent role before Infusionsoft, Terry was vice president and general manager of Intuit QuickBooks Online, where his teams grew the business from 450,000 subscribers in the United States to more than 840,000 subscribers worldwide. Terry’s tenure at Infusionsoft includes his time as the chief product officer where he worked to simplify the lives of entrepreneurs with powerful sales and marketing solutions.

Outside of work, Terry enjoys spending time with family and friends; exploring nature on foot, bicycle, or skis; advising entrepreneurs on solving complex problems with simple solutions; and mentoring people to see beyond their current reality and achieve success they thought unattainable.

Hal Halladay at Infusionsoft Hal Halladay

Hal Halladay

Chief people officer
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Hal currently serves as Chief People Officer at Infusionsoft and is a seasoned SaaS executive with a proven track record of building value in companies through people. As Chief People Officer, Hal scales Infusionsoft's capacity to grow by developing leaders and creating operational excellence across the organization. He leads Infusionsoft's people and operations functions. He creates and executes the strategies that enable high performance and that preserve and foster Infusionsoft's award-winning workplace culture. Hal was co-founder and CEO of NorthSky, a website hosting company that was acquired by About.com and currently is operated by United Online as Freeservers. He also co-founded a business blog network that provides content to help small businesses.

Hal began his career as an investment banker working for Kidder Peabody (acquired by UBS/PaineWebber) where he provided financial advisory and capital for growth stage businesses. Hal has focused his career on developing leaders and helping employees become their best selves. With nearly three decades of experience in enabling and building high growth companies, Hal brings a wealth of knowledge and expertise to Infusionsoft. Hal received an M.B.A. from the University of Chicago Booth School of Business and B.A. in finance from the University of Utah. As a Father of four, he has spent most of his spare time coaching youth sports but also enjoys music, adventure cycling, snowboarding and surfing.

Deanna Pickering at Infusionsoft Deanna Pickering

Deanna Pickering

General counsel
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As Infusionsoft's General Counsel, Deanna Pickering leads the legal team in support of the company's purpose to help small businesses succeed. She guides all legal requirements for the business and ensures strong performance in compliance with applicable laws and regulations, while identifying and removing roadblocks that may hinder Infusionsoft’s success. Her role is instrumental in guiding the company through the next stage of growth.

Deanna has more than two decades' experience as an attorney and has served at multiple fast-growth technology companies. Her noted career includes time at as the first in-house counsel of Insight Enterprises, through the company's IPO and later as general counsel. She was also general counsel at Lumension (now HEAT software), and was a key legal asset at Revana (formerly known as Direct Alliance Corporation). Prior to joining Infusionsoft, Pickering got a taste of small business firsthand as the owner of a successful solo practice.

In 2014, Deanna was a finalist for Arizona Business Magazine's Arizona Corporate Counsel Award. She obtained her J.D. at the University of Tulsa's College of Law, and holds a B.A. with Honors in Political Science from Oklahoma State University.

Tom Romary at Infusionsoft Tom Romary

Tom Romary

Vice president, partners and business development
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Tom Romary is a member of Infusionsoft’s executive team, serving as vice president of partners and business development. He is responsible for leading programs to expand the partner ecosystem, empower partners, and multiply small business success.

Tom is an entrepreneur and product innovator with over 20 years of experience in consumer and technology businesses. Prior to joining Infusionsoft, Tom served as vice president of strategic partnerships at Lending Club, where he built partnerships with Alibaba, Sam's Club, Ingram Micro, zulily, MINDBODY, and more. He was the co-founder and CEO of Yapta, a leading airfare and hotel rate tracker which disrupted the online travel category. He also served as vice president of marketing at Alaska Airlines, where he was responsible for over $400 million in revenue and 2,500 employees, and vice president of consumer marketing at RealNetworks in Seattle, Washington, where he launched the company's music subscription business. Earlier in his career, Tom served as vice president of marketing at Fogdog.com, helping lead the online retailer to an IPO.

Tom has an engineering degree from Duke University and an MBA from Harvard University. He is an avid traveler and outdoorsman, having climbed Denali (Mount McKinley) in Alaska and Cho Oyu in the Himalayas. He has completed two Boston Marathons and five IRONMAN triathlons. Tom lives in the San Francisco Bay Area with his wife and three sons.

Our Board Members

Joseph DiSabato

Joseph DiSabato

Managing director,
Merchant Banking Division,
Goldman Sachs Group

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Indy Guha

Indy Guha

Partner,

Bain Capital Ventures

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Geoffrey Moore

Geoffrey Moore

Venture partner,

Mohr Davidow Ventures

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Nancy Schoendorf

Nancy Schoendorf

Partner emeritus,

MDV

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Scott Petty

Scott Petty

Managing director,

Signal Peak Ventures

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Eric Keller

Eric Keller

Audit chair,
Infusionsoft

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Clate Mask

Clate Mask

CEO & Co-founder,

Infusionsoft

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Scott Martineau

Scott Martineau

Co-founder,

Infusionsoft

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Joseph DiSabato

Managing director,
Merchant Banking Division,
Goldman Sachs Group

Indy Guha

Partner,

Bain Capital Ventures

Geoffrey Moore

Venture partner,

Mohr Davidow Ventures

Nancy Schoendorf

Partner emeritus,

MDV

Scott Petty

Managing director,

Signal Peak Ventures

Eric Keller

Audit chair,
Infusionsoft

Clate Mask

CEO & Co-founder,

Infusionsoft

Scott Martineau

Co-founder,

Infusionsoft