Carter Perez

Head Coach North America

Charlotte, NC

About Carter Perez

Working in Silicon Valley for over 20 years, I’ve had the opportunity to scale many VC-backed B2B tech companies and been fortunate to have a few exits along the way.

Living and working in Silicon Valley for over 20 years, I’ve had the opportunity to scale many VC backed B2B tech companies and been fortunate to have a few exits along the way. My passion is scaling SaaS companies and I’ve had the opportunity to do it with a global scope running sales, marketing, and operations in North America, EMEA, and APAC for multiple companies.

Understanding the scaling process and pairing this with the go-to-market plan and buyer journey to develop scalable sales & marketing operating systems is always a challenge but having access to a network of people who have undertaken this trip is invaluable. As a servant leader, my goal is to work with individuals and companies to share relevant experiences and learnings that can expedite scaling your company.

What’s the highlight of your career?

Taking a company, HA Advantage, from pre-revenue to over $24 million in ARR in 37 months. I had the opportunity to develop the product, bring it to market, do the initial sales and then hire and lead a truly talented team who accomplished phenomenal results.

What’s the number one piece of advice you’ve ever received?

When things are going well take a minute to “smell the roses” enjoying all the hard work and tireless effort that it took to achieve your success. We’re all very good at beating ourselves up and I’m very self critical but I try to take the time, if even for a few minutes each day, to step back and enjoy accomplishments.

Companies Carter has helped scale

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Tom Glason

Co-founder & CEO

I’ve spent over 20 years in B2B tech sales, a decade of which has been in senior leadership roles within VC-backed SaaS scale-ups.

Gavin Sumner

Co-founder & Chief Coach

I was part of a SaaS business that was acquired by a FTSE 50 business and then went through a scaling journey from seed to series B in a Fintech business.

Karen Glason

Co-founder & CS Director

My entire career has been in L&D with a focus on leadership development. In recent years I’ve been supporting the growth of the London Revenue Collective, developing the community, membership offering and events programme.

Sophie Carter

Chief Fractional Officer

I am so privileged to be heading up the Interim and Fractional business at Scalewise.

Emily Assender

VP Partnerships

My skills and experience lie in building strategic partnerships and partnerships functions from scratch for fast growing SaaS start-ups and scale-ups.

Becky Dixon

Operations Manager

I began my career in TV, where I spent over 10 years with exceptionally talented and creative individuals. From Runner to Senior Producer, I developed a wealth of transferable skills.

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Carter Perez

About Carter Perez

What’s the highlight of your career?

What’s the number one piece of advice you’ve ever received?

Companies Carter has helped scale

See other members

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