Upland Software, Inc. — Form 8-K
Filed July 21, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Upland Software announced Jennifer Simon, CPA, as new Chief Financial Officer effective August 17, 2026, replacing retiring founder Mike Hill. Simon brings 20+ years of finance leadership, including 3+ years at Quest Software (a $1B PE-backed firm) where she drove $120M in cost savings, built ARR/SaaS metrics, managed M&A diligence, and executed debt restructuring. She previously held VP Finance and Senior VP Finance roles at NextGen Healthcare and scaling roles at Community Impact Newspaper.
Why this rating
Leadership succession is material governance event but Simon's profile—deep software/PE experience, proven cost discipline, M&A/restructuring expertise—appears well-aligned with CEO's stated transformation priorities. No disruption signal; retirement planned.
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