Nate Feldman
Person
Sloane Kittery Software · champion
Nate Feldman is the CRM champion at Sloane Kittery Software and the main voice on the Starter proposal. Finance and legal reviews are holding it up, and he has not yet shown he can carry the value case to finance.
Who they are
Insight
As at Fri 9 Oct 2026Nate Feldman is the CRM champion at Sloane Kittery Software and the main voice on the Starter proposal. Finance and legal reviews are holding it up, and he has not yet shown he can carry the value case to finance.
Role: Director of Customer Success in Boston and CRM champion. He ran discovery, demo and proposal conversations and described a team of three customer success managers.
Influence: He sets the pace of the deal. He confirmed Starter makes sense and said four connectors is fine. On the 18 Sep 2026 call he said finance wants an ROI case and legal wants the DPA reviewed.
Watch: His close was soft and no dates were agreed. No finance contact has joined a call, and the evidence does not show whether the proposal promised for 24 Sep 2026 was received. The proposal is an open item, not a signed deal.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Sloane Kittery Software | Director of Customer Success | champion | nate.feldman@sloanekittery.example |
Activity
- Upcoming
- 19 Oct 2026upcoming callSloane Kittery Software / BG-Demo – Negotiation
+1 - Held
- 24 Sep 2026eventYour renewals, read by the brain
+40 - 18 Sep 2026email threadProposal for Starter
- 18 Sep 2026callSloane Kittery Software / BG-Demo – Proposal
- 12 Sep 2026email threadWebinar invitation
- 24 Aug 2026callSloane Kittery Software / BG-Demo – Demo
+1 - 29 Jul 2026callSloane Kittery Software / BG-Demo – Discovery
- 27 Jul 2026email threadLet's schedule discovery
- 1 Jul 2026dealSloane Kittery Software – New
- 12 Mar 2025eventData leaders conference (BG-Demo stand)
+12 - 17 Oct 2024eventBG-Demo webinar
+22