Derek Roberts
About Derek Roberts
Derek Roberts serves as the VP of Global Customer Success Management at Workato, bringing over 14 years of experience in SaaS customer lifecycle management and professional services. He has held various leadership roles at Salesforce and HubSpot, where he focused on customer success and operational strategy.
Work at Workato
Derek Roberts currently serves as the Vice President of Global Customer Success Management at Workato. He has held this position since 2020, contributing to the company's focus on enhancing customer experiences and maximizing customer satisfaction. His role involves overseeing customer success strategies and ensuring that clients derive maximum value from Workato's solutions. This position allows him to leverage his extensive background in customer-facing roles within the SaaS industry.
Education and Expertise
Derek Roberts studied at the University of Massachusetts Amherst, where he earned a Bachelor of Arts degree in Political Science with concentrations in Computer Science and Education. He also attended Cardinal Spellman. His educational background supports his expertise in SaaS integrated customer lifecycle management and annuity maximization, areas in which he has 14 years of professional experience.
Background in Customer Success
Derek Roberts has a robust background in customer success management, having worked in various roles at Salesforce from 2008 to 2013. His positions included Director of Customer Success for Flagship (Enterprise) Customers, Director of CFL Strategy and Operations, and Program Director for CRM Showcase. These roles provided him with significant experience in managing customer relationships and driving customer engagement strategies.
Experience at HubSpot
From 2013 to 2020, Derek Roberts worked at HubSpot as the Post Sales Chief of Staff and Strategy and Operations Leader. In this role, he focused on enhancing post-sales processes and improving customer satisfaction. His tenure at HubSpot further solidified his skills in customer success and operational strategy within the SaaS industry.
Professional Experience Prior to Salesforce
Before his time at Salesforce, Derek Roberts worked at Onyx Software Solutions from 1999 to 2003, where he was involved in Professional Services Delivery, Project Oversight, Scoping, and Professional Services Sales. This early experience laid the foundation for his future roles in customer success and service management.