Kathi Kaplan, Board Observer and Marketing Consultant

Professional Overview

Kathi Kaplan is an experienced board observer and marketing consultant with a proven track record of driving strategic growth and advisory initiatives for technology companies. Her expertise spans the healthcare, SaaS, and AI industries, where she leverages her extensive marketing and advisory experience to support the success of her clients.

Experience Summary

Current Roles

Board Observer

• Serves as a board observer for CircleLink Health and CloudLex, providing strategic guidance and oversight to help these organizations navigate their growth trajectories.

• Leverages her deep industry knowledge and network to identify opportunities, mitigate risks, and contribute to the overall decision-making process.

Marketing Consultant, Advisor, and Fractional CMO

• Operates her own consulting firm, Kathi Kaplan Consulting, where she provides marketing expertise, strategic advisory services, and fractional CMO support to a diverse client base.

• Collaborates with clients to develop and execute comprehensive marketing strategies, driving brand awareness, lead generation, and revenue growth.

Advisor

• Serves as an advisor to RevSure AI, a leading AI-powered revenue intelligence platform, where she provides strategic guidance and industry insights to support the company's growth.

Strategic Advisory Board Member

• Serves on the Strategic Advisory Board of Riverside Acceleration Capital, contributing her expertise to the firm's investment decisions and portfolio company support.

Career Progression

Prior to her current roles, Kathi held various marketing leadership positions in the technology sector, including Vice President of Marketing at a SaaS startup and Director of Marketing at a healthcare technology company. Throughout her career, she has demonstrated the ability to drive impactful marketing campaigns, lead cross-functional teams, and contribute to the overall success of the organizations she has been a part of.

Academic Background

Kathi holds a Bachelor of Arts degree in Business Administration from the University of California, Berkeley, where she graduated with honors.

Areas of Expertise

• Marketing strategy and execution

• SaaS and healthcare technology industry expertise

• Revenue growth and lead generation

• Fractional CMO and advisory services

• Board observation and strategic guidance

Professional Impact

Kathi's achievements include successfully launching multiple marketing campaigns that drove significant increases in brand awareness, lead generation, and revenue for her clients. She has also played a pivotal role in advising start-ups and scale-ups on their strategic direction, product development, and go-to-market strategies.

Conclusion

With her extensive experience, industry expertise, and demonstrated track record of success, Kathi Kaplan is a valuable asset to the companies she serves. As she continues to expand her portfolio of board observation and advisory roles, she remains focused on leveraging her unique skillset to support the growth and innovation of the technology sector.