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ContractWorks' Vice President of Sales: Meet Casey Roberts

Company Updates

SecureDocs, Inc. announced that Mr. Casey Roberts has been named Vice President of Sales. Roberts’ new role places him responsible for overseeing the growth of the SecureDocs, Inc. account management team, ensuring that prospective customers have a tremendous experience from their first point of contact, through the evaluation process, and as a customer.

"The whole team at SecureDocs is excited to have Casey on board," according to Will Reynolds, CEO of SecureDocs, Inc. "Not only due to his valuable experience with a number of successful and fast-growing software companies but also because he's a great fit with the company ethos of focusing on customer success. We are consistently striving to ensure that our customers are a great fit for our software, and achieve this by having non-commission account managers, never 'over-selling' what we have to offer and spending the time to ensure our products meet our customer’s needs. This approach plays to Casey's strengths and will help to ensure that we continue down a successful path as the company grows.”

With former sales leadership responsibilities at companies like Citrix, New Relic, and most recently Classy, Roberts brings 25 years of expertise to his new role. His extensive experience developing sales teams to deliver SaaS solutions to high growth markets is destined to aid in the growth, development, and success of ContractWorks contract management and help the company ascend to new heights.

Roberts’ leadership style and customer-centric approach to the sales process  will undoubtedly lend itself to support SecureDocs’ existing commitment to providing outstanding service and support to all individuals evaluating, implementing, and using ContractWorks Contract Lifecycle Management Software and/or SecureDocs Virtual Data Room.

Get to know CaseyMy Photo-4

Tell us about your background. How did you come to ContractWorks/SecureDocs?

I have a long history with the founders at SecureDocs. We all worked together on the leadership team at Citrix Online, where I spent 8 years. We had a very successful run building a $650M business around the GoToMeeting software. I moved on to New Relic in San Francisco where I led the global sales efforts of over 100 salespeople and sales leaders. I was fortunate to be able to participate in our bell ringing ceremony on the floor of the NYSE to celebrate our $100M IPO. My most recent role was leading the sales team at Classy in San Diego, where we delivered fundraising software to nonprofits all over the world.

SecureDocs brought me back home to Santa Barbara and reunited me with Will Reynolds and Albert Oaten, the co-founders of SecureDocs. It's great to be back home after 4+ years!

Please tell us about your role.

What does a typical day look like for you?

I spend the majority of my day on customer calls. My first order of business is to understand how we interact with our customers and what's important to them. Understanding our customers' key challenges and how we address them is my top priority in my first few months on the job.

What are some of the best features of ContractWorks in your eyes?

The ability to organize and alert on key dates and milestones is hugely valuable to our customers. The simplicity and intuitive design of the UI is not only a key competitive differentiator, it also leads to strong customer adoption. Our e-signature tool has been thoughtfully designed and provides another valuable tool for our ContractWorks customers.

What are some of the best features of SecureDocs in your eyes?

In my discussions with customers, ease of use, security, and simple and affordable pricing are most important. Audit trail reporting and activity alerts are also very important.

What’s your favorite book?

"Lonesome Dove" is a great book on the Old West and one of my favorites. More recently, "Shoe Dog" is a fascinating read about how Phil Knight followed his passion, persevered through adversity, and eventually created the Nike empire.

Favorite Movie:

Chinatown, The Departed, and The Big Lebowski.

What do you like to do outside of work?

Santa Barbara is an outdoor sports mecca, so tennis, golf, hiking, and enjoying the beach are at the top of my list , as well as traveling with my wife and 2 daughters.

A version of this article also appeared on The Official SecureDocs Blog.

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