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David Lo
Strategy, Product & Operations B2B SaaS Leader & Advisor | Helping Scale Customer-Focused Companies for Growth | Delivering Robust Double-Digit Revenue Growth and Margin Expansion
David Lo is the Chief Strategy Officer (CSO) at CivicPlus, a technology company focused on enhancing digital interactions for government staff and residents. He joined CivicPlus in July 2024, bringing extensive experience in strategy and operations from his previous roles, particularly at AppFolio, Inc. where he held several leadership positions, including Senior Vice President of Strategy & Operations.13
Professional Background
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CivicPlus (2024 - Present)
- Position: Chief Strategy Officer
- Responsibilities: Leading strategic initiatives to scale the company and drive growth.
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AppFolio, Inc. (2019 - 2024)
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Intuit (1999 - 2018)
- Held various roles culminating in Vice President of Customer Success and Business Operations for the Small Business Group.
- Led significant transformations in customer experience and operational efficiency, managing large teams and budgets.1
Education
David Lo holds a degree from Boston University - School of Management, which has equipped him with the skills necessary for his roles in strategy and operations.1
His comprehensive background in customer experience, analytics, and business operations positions him as a key player in driving CivicPlus's mission to empower government staff and enhance digital experiences for residents.2
Highlights
Excited to share that I’ve joined CivicPlus as the Chief Strategy Officer! I’m thrilled to work with this incredible team to scale the company and drive strategic growth. Looking forward to meeting and working with everyone on the team!
Great insights from Insight Partners' webinar on entering a new market or segment. My key takeaways are the importance of understanding the customer and market opportunity, which drives focus and prioritization for successful execution.
Check out the webinar to hear from two of the Insight Advisors, shout out to Barrie Markowitz!
