EngageSmart, Inc. ((ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, has appointed Dan Freund as Chief Sales Officer, Enterprise Solutions. In this role, Freund will lead sales for EngageSmart's Enterprise Solutions, including InvoiceCloud and DonorDrive.

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EngageSmart Chief Sales Officer, Enterprise Solutions Dan Freund (Photo: Business Wire)

Freund brings more than 25 years of global experience leading commercial sales teams and fueling revenue growth for enterprise software companies. Before EngageSmart, Freund served as Chief Revenue Officer at Brightcove, a trusted leader in streaming technology. Prior to that, he was Chief Revenue Officer at Brandwatch, a data-driven digital consumer intelligence company. Much of his career in technology comes from 17 years at Oracle where he held various sales leadership roles, including heading up OracleDirect which grew from hundreds of millions in revenue to over a billion dollars in revenue with two thousand team members.

"Dan is a key addition to our leadership team and I couldn't be more excited to welcome him to EngageSmart," said EngageSmart President, Enterprise Solutions Kevin O'Brien. "Our sales teams are critical to our customer relationships and our success in the markets we serve, and Dan's track record for driving growth will allow us to further our mission to simplify customer and client engagement."

"I welcome the opportunity to help organizations across industries including utilities, tax, insurance, and fundraising, to simplify engagement and improve customer satisfaction by driving digital adoption and self-service," said Dan Freund. "Given the company's best-in-class SaaS solutions, stellar customer success record and incredible retention rates, it's an exciting time to join the team and drive innovation and growth."

Freund earned his B.S. in Marine Engineering from Massachusetts Maritime Academy and his M.S. in Management from Rensselaer Polytechnic Institute, Hartford.

About EngageSmart

EngageSmart is a leading provider of vertically tailored customer engagement software and integrated payments solutions. At EngageSmart, our mission is to simplify customer and client engagement to allow our customers to focus resources on initiatives that improve their businesses and better serve their communities. EngageSmart offers single instance, multi-tenant, true Software-as-a-Service ("SaaS") vertical solutions, including SimplePractice, InvoiceCloud, and DonorDrive, that are designed to simplify our customers' engagement with their clients by driving digital adoption and self-service. As of September 30, 2023, EngageSmart serves 116,200 customers in the SMB Solutions segment and 3,400 customers in the Enterprise Solutions segment across several core verticals: Health & Wellness, Government, Utilities, Financial Services, and Giving. For more information, visit www.engagesmart.com and follow us on LinkedIn.

Forward-Looking Statements

Certain statements in this release are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. All statements contained in this news release that do not relate to matters of historical fact should be considered forward-looking statements, and are generally identified by words such as "expect," "intend," "anticipate," "estimate," "believe," "future," "could," "should," "plan," "aim," and other similar expressions. These forward-looking statements include, but are not limited to, statements regarding anticipated financial performance and financial position, including our financial outlook for the first quarter and full year 2023 and thereafter, and other statements that are not historical facts. These forward-looking statements are neither promises nor guarantees, but involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. Our actual results could differ materially from those anticipated in these forward-looking statements for many reasons, including, but not limited to, the following: our inability to sustain our rapid growth; failure to manage our infrastructure to support our future growth; our risk management efforts not being effective to prevent fraudulent activities; inability to attract new customers or convert trial customers into paying customers; inability to introduce new features or services successfully or to enhance our solutions; declines in customer renewals or failure to convince customers to broaden their use of solutions; inability to achieve or sustain profitability; failure to adapt and respond effectively to rapidly changing technology, evolving industry standards and regulations and changing business needs, requirements or preferences; real or perceived errors, failures or bugs in our solutions; intense competition; lack of success in establishing, growing or maintaining strategic partnerships; fluctuations in quarterly operating results; future acquisitions and investments diverting management's attention and difficulties associated with integrating such acquired businesses; general economic conditions (including inflation and rising interest rates), both domestically and internationally, as well as economic conditions affecting industries in which our customers operate; the war in Ukraine; concentration of revenue in our InvoiceCloud and SimplePractice solutions; COVID-19 pandemic and its impact on our employees, customers, partners, clients and other key stakeholders; legal and regulatory risks; and technology and intellectual property-related risks, among others.

Other important risk factors that could affect the outcome of the events set forth in these statements and that could affect the Company's operating results and financial condition are discussed in Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2021, and our subsequent Quarterly Reports on Form 10-Q, as updated by our future filings with the Securities and Exchange Commission ("SEC"). Such statements are based on the Company's beliefs and assumptions and on information currently available to the Company. The Company disclaims any obligation to publicly update or revise any such forward-looking statements as a result of developments occurring after the date of this document except as required by law.

Disclosure

We disclose information to the public concerning EngageSmart, EngageSmart's products and services, and other items through a variety of disclosure channels in order to achieve broad, non-exclusionary distribution of information to the public. Some of the information distributed through these disclosure channels may be considered material information. Investors and others are encouraged to review the information we make public in the locations below.* This list may be updated from time to time.

*For information concerning EngageSmart and its products and services, please visit: www.engagesmart.com

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EngageSmart Appoints Dan Freund as Chief Sales Officer, Enterprise Solutions