Katie Boehm Rooney

Energizer
DISC Type : I

Board Member at ZoomInfo

Lincolnshire, Illinois, United States

Overview

Katie Boehm Rooney is a global Chief Financial Officer and Chief Operating Officer with extensive experience on the boards of public companies like ZoomInfo and Smartsheet. Recognized for her expertise in corporate finance, M&A, and IPOs, she holds a BBA from the University of Michigan. Colleagues describe her as exceptionally bright and talented.

Beyond her executive roles, she is recognized for developing diverse teams and maintaining superior employee engagement. In her personal time, she has a passion for travel, cooking, and entertaining guests, reflecting a well-rounded and engaging personality outside of the corporate world.

A recipient of the prestigious "Crains 40 Under 40" award, she was recognized for her significant financial leadership early in her career.

Personality Overview

Enthusiastic

Informal

Imaginative

They are really good at seeing what the long-term impacts of their decisions could be.  They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Women's & Family Health
As the current Chief Financial Officer of Maven Clinic, she is actively involved in the strategy and growth of a leading virtual clinic for women's and family health.
Public Company Governance
She serves as a board member for public companies ZoomInfo and Smartsheet, contributing to their financial oversight and strategic direction.
Corporate Transactions
Her background includes managing transformative acquisitions, divestitures, spin-offs, and IPOs for multi-billion dollar organizations like Alight Solutions.

Media Appearances

Katie has no verified media appearances

Work History

3-2025
Board Member at ZoomInfo
1-2025
Chief Financial Officer at Maven Clinic
7-2024 - 1-2025
Board Member at Smartsheet
8-2023 - 7-2024
Global CFO and COO at Alight Solutions
5-2017 - 8-2023
CFO at Alight Solutions

Education

1996 - 2000
BBA from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 12 Location : Lincolnshire, Illinois, United States Job Level : Leadership Designation : Board Member at ZoomInfo
URL has been copied!

Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Katie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Katie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Katie

Personality Compatibility


Other ZoomInfo Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.