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Steve Engdahl
Executive Profile
  • LinkedIn Classic
B2B SaaS COO | CPO | Strategy | Product | Marketing | Sales

Steve is a global SaaS business leader with 25+ years of experience in strategy, product, marketing, sales, service and customer success.


Steve’s data-driven reasoning and crisp, compelling communication inspires and leads teams, develops and mentors team members, drives decisions at board and executive level and engages customers.


A demonstrated track record of full P&L ownership, growing revenue, increasing margin, turning around distressed business units and launching transformative products and solutions.


Experience with start-up, founder-driven, private equity-backed and public companies.



Strategic Planning

Budgeting & Forecasting

KPI's & Metrics

Product Management & Roadmap

Board Presentations

Customer Engagement

Software Development

Competitive Intelligence

People Leadership



Global Sales & Operations

Key Activities & Achievements

Corporate strategy and planning:


  • Collaborates with board, investors, CEO and leadership to execute short- and long-term strategic planning including market and competitive landscape, growth opportunities, investment cases, and acquisition scenarios to establish corporate goals and objectives. Translates strategy and objectives into concrete goals and action plans for teams.


  • Full P&L management inclusive of planning, forecasting, investment business cases, budgeting, bookings and revenue management, expense management and board reporting. Consistently meets or over-achieves vs. plan.


  • Evangelist, thought leader and company spokesperson for industry events and publications, customer conferences, company offsites, investor meetings and advisory boards.

Operations and execution:


  • Built and launched >30 new products to support hundreds of millions of dollars of revenue growth resulting in multiple business unit deal size and total revenue records.


  • Modernized technology platforms and dramatically reduced cost structures (60% in-year) for software operations through effective product portfolio management, vendor management and offshoring.


  • Implemented systems, processes and metrics for financial planning, R&D, marketing, sales, services, support, billing and operations.

Talent development and culture:


  • Extensive experience hiring A-player leaders, developing early- and mid-career team members and mentoring/coaching CEO’s. Direct leadership of teams up to 300 in companies up to 4000 employees.


  • Fosters open communication, get-it-done mentality, cross-team collaboration and supportive culture.

Employment History

Director, COO

Start-up commercial seafood supply chain e-commerce solution

Recruited by a former colleague to launch a bootstrapped start-up​

2021 - Present
General Manager, Digital Solutions | Chief Product Officer

PE-held records & information management provider

2018 - 2021
General Manager, Document Solutions | Head of Technology Products

Public real estate and mortgage industry service provider

2016 - 2018
Senior Vice President, Product Strategy

PE-held enterprise data management software provider

Recruited to join former managers

2010 - 2015
Charles River Development
Director, Product Management

Founder-held trading and compliance software vendor

2005 - 2010

Public reconciliation and compliance software vendor​

VP, Product Management & Marketing
1998 - 2005
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