Upland Software Appoints Jennifer Simon as Chief Financial Officer
Veteran finance executive with two decades of software and private equity-backed leadership experience to join Upland effective August 17
Upland Software, Inc. (Nasdaq: UPLD) (the "Company" or "Upland"), a provider of enterprise intelligence that turns knowledge, content, and data into actionable AI-powered outcomes, today announced the appointment of Jennifer Simon, CPA, as Chief Financial Officer, effective August 17, 2026. Jennifer will lead Upland's global finance organization, reporting to President and Chief Executive Officer Sean Nathaniel.
Jennifer brings more than 20 years of finance leadership across software, technology, and private equity-backed environments. She joins Upland from NextGen Healthcare, where she served as Senior Vice President of Finance. Immediately prior, she spent more than three years at Quest Software, a $1 billion private equity-backed global software company much like Upland, rising from Vice President of Finance to Interim CFO. There she drove $120 million in cost savings, built the company's ARR and SaaS metrics reporting, led diligence across multiple M&A processes, and executed a debt restructuring. She also previously served as Chief Financial Officer of Community Impact Newspaper, where she helped scale the company from 20 to 41 markets. She is a Certified Public Accountant with a Master's in Professional Accounting from the University of Texas at Austin.
