Pricing, Go-to-market, B2B SaaS

KAUSTUBH “KC” CHIMOTE - MBA

+*-***-***- **** ********@*****.*** LinkedIn/in/kchimote

Professional Summary

• 19+ years of experience driving business transformaJon, go-to-market execuJon, and product moneJzaJon across B2B SaaS, insurance and financial services.

• Scaled $100M-$300M product porRolios, launching industry-first offerings, and enabling operaJonal excellence through data-driven planning, OKR alignment, and cross-funcJonal leadership.

• Adept at navigaJng high-growth, fast-paced environments and idenJfying market expansion opportuniJes across Europe and the U.S.

• Recognized for building high performance teams, aligning stakeholders, and delivering long-term value across wealth and asset management, FinTech and P&C insurance

Gallup Strengths (Top 5): Strategic, IndividualizaJon, FuturisJc, Relator, Achiever Core Competencies

Business Strategy and Development

Go-to-Market (GTM)

Pricing and Offer Strategy

CompeJJve Analysis

Strategic Planning

Regulatory Compliance

Product MarkeJng

ExecuJve CommunicaJon

Sales Enablement

Professional Experience

SABBATICAL • Nov 2024 – Present

Took a brief sabbaJcal to focus on caregiving, professional upskilling, and strategic industry engagement. Now fully recharged and eager to drive impacRul moneJzaJon and GTM strategies for a growth-oriented organizaJon. DONNELLY FINANCIAL (NYSE: DFIN) • January 2022- October 2024 Director, Strategy and MoneLzaLon- Global Investment Companies – B2B SaaS Hired to stand-up a Go-To-Market and MoneJzaJon funcJon for a $100M+ SaaS product porRolio and partner with the execuJve leadership team to rally a mulJ-year business transformaJon. People leader responsibiliJes.

● Led strategic planning and go-to-market execuLon for a $100M+ B2B SaaS porRolio serving investment companies, banks and asset managers resulJng in 18% YoY growth.

● Developed business cases to guide new capital investments, ensuring alignment with the company’s long-term commercial strategy and shiU revenue mix.

● Launched a value-based subscripLon pricing model for a new offering, capturing $2.5M ARR.

● Partnered with C-suite and cross-funcLonal teams to define product-market fit and prioriJze market expansion across the U.S. and Europe, uncovering a $115M growth opportunity.

● Resolved $1.2M in revenue leakage by improving QTC processes and pricing governance—criJcal for embedded finance scalability.

● Built a client co-innovaJon program to accelerate product adopJon and gather market insights, supporJng faster Jme-to-value.

● Led high-stakes quarterly business reviews with C-Suite leadership, criJcally analyzing and redirecJng strategic iniJaJves to grow the business by ~10-15% annually. DANIELS COLLEGE OF BUSINESS, UNIVERSITY OF DENVER • February 2020 – March 2023 Adjunct Faculty

• Instructed and coached 75+ MBA students through 10-week capstone consulJng engagements, helping nonprofits develop sustainable growth strategies. Taught undergraduate level management course on building and leading high- performance teams.

KAUSTUBH “KC” CHIMOTE, MBA Page 2

CHARLES SCHWAB (NYSE: SCHW) • February 2019 – October 2021 Senior Manager, Business Strategy • (B2B and B2C)

Hired when the company was undergoing frequent, rapid mulJ-billion-dollar acquisiJons to drive growth. TransiJoned through 2 roles to drive innovaJon by creaJng an incubaJon model to test and validate new ideas. Chief of Staff responsibiliJes to facilitate cross-funcJonal collaboraJon to streamline organizaJonal processes.

• Developed a 3-year business roadmap for Fixed Income Product, posiLoning a $780B AUM poreolio for growth.

● Designed a growth strategy for fixed-income products to achieve 20% CAGR via offer restructuring.

● Led client analyLcs iniLaLves, capturing $175B in Net New Assets (NNA) and $6M in incremental revenue by evolving exisJng product and client segmentaJon.

● Conducted strategic due diligence for a $10B AUM asset manager acquisiJon.

● Improved internal sales transparency and reporJng, driving 28% QoQ growth.

● Increased product adopLon by launching two successful campaigns to drive awareness and increase number of interacJons by 18%.

PROGRESSIVE INSURANCE (NYSE: PGR) • February 2006 – July 2018 Digital Product Lead • Personal Lines – B2C and B2B • 2014 – 2018 Offered a demonstrated record of business impact & organizaJonal successes, advancing through mulJple roles of increasing scope, accountability, and authority. Nurtured solid relaJonships across funcJons to create synergies.

● Launched A/B tesJng to opJmize product messaging and posiJoning for industry-first, commercially successful products to increase conversion rate by 25%.

● Grew conversion rates by 15% by opJmizing comparison pricing pages.

● Built unified quoLng plaeorm to achieve double-digit growth and reduced Jme to quote by 40%

● Led monthly pricing updates for mulJ-million home and auto policies for all 50 states within the US market Strategic IniLaLves & OperaLons Lead • 2012 – 2014 TransiJoned to a leadership role responsible for coaching and empowering an internal team of 15 consultants on 4DX principles to deliver greater business results through an improved focus and conJnual prioriJzaJon.

• Completed strategic due diligence to consolidate tech stack and new processes to ensure a smooth integraJon of home insurance products to offer a mulJ-product experience.

• Restructured an award-winning comparison-shopping experience, delivering $5M in annual savings while serving 1M+ clients every year and maintaining 30% conversion rate.

• Led plaRorm migraJon for 80+ applicaLons, part of a $200M enterprise-wide Tool SimplificaLon project to decrease organizaJonal complexity and simplify technology stack. Addi8onal Career Experience

PROGRESSIVE INSURANCE • Product MarkeLng Manager • Program Lead – CompeLLve Intelligence Projects

• Analyst – Comparison RaLng Group

Educa8on and Cer8fica8ons

MBA, MARKETING AND STRATEGY DANIELS COLLEGE OF BUSINESS, UNIVERSITY OF DENVER • November 2018 BS, COMPUTER INFORMATION SYSTEMS W.P. CAREY SCHOOL OF BUSINESS, ARIZONA STATE UNIVERSITY • December 2005 CERTIFIED PRICING PROFESSIONAL (CPP) PROFESSIONAL PRICING SOCIETY Community Leadership

ADVISORY BOARD MEMBER COLORADO HEALTH NETWORK (CHN) Provided strategic oversight for a $40M budget, collaboraJng with execuJves to drive organizaJonal success. Tools and Technologies

Salesforce • Tableau and PowerBI • Microsoq Office Suite (Excel, Word, PowerPoint)

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