Robert Coakley

Global Fintech Payments Leader | Strategy, GTM, and Platform Growth

Whitinsville, Massachusetts, United States1.9k followers
RedCompass Labsex-Finzly, Sardineex-CGI

Strategic and outcome-driven financial services executive with a proven record of leading transformational initiatives across banking and corporate finance.

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Brings deep expertise in payments, cash management, CLS, trade and supply chain finance, complex lending, and core banking systems. Recognized for delivering scalable solutions that unlock new revenue streams, enhance operational efficiency, and ensure resilience in dynamic regulatory environments.

Career Timeline

JobSchool

GTM Index

  1. REDCOMPASS LABSJOB
    1. Chief Product Officer - Pa…
      3M
  2. FINZLY, SARDINEJOB
    1. Partnership & GTM Leader
      1Y 1M
  3. CGIJOB
    1. Head of Global Payments Bu…
      6Y
  4. FINASTRAJOB
    1. Head of Solution Consultin…
      1Y 11M
  5. D+HJOB
    1. Head of Global Presales
      10M
    2. Head of Global Payments, A…
      1Y 5M
    3. Head of Presales, Americas
      1Y 5M
  6. FUNDTECH - NOW PART OF D+HJOB
    1. Chief Technology Officer
      4Y 5M
    2. Head of Payments & Cash Ma…
      3Y 11M
    3. Head of Payments Eng
      2Y 11M
    4. Technical Architect
      5Y 3M
  7. LOGICAJOB
    1. Technical Architect
      1Y 5M
  8. IBMJOB
    1. Software Consultant
      3Y 7M

Time in market 36Y 2MOpen 2Closed 12Stints 14

gtmindex.io/p/rpcoakley

  1. Job: RedCompass Labs — Chief Product Officer - Payments AI · 2026-07 – present · 1 mo
  2. Job: Finzly, Sardine — Partnership & GTM Leader · 2025-06 – 2026-07 · 1y 1mo — Led strategic partnerships and go-to-market initiatives across banks, fintechs, technology providers, and payment ecosystems to accelerate growth and market adoption. Collaborated closely with product, sales, engineering, and executive leadership to develop market strategy, identify new revenue opportunities, shape product direction, and build high-impact commercial relationships. Worked extensively with financial institutions on payment modernization, fraud and risk, embedded finance, and digital banking initiatives, serving as a trusted advisor to executive stakeholders and helping bring innovative solutions to market.
  3. Job: CGI — Head of Global Payments Business · 2019-06 – 2025-06 · 6y — • Owned global payments business with full P&L accountability • Set product investment strategy across transaction banking and payment platforms • Led GTM strategy and execution across financial institution clients globally • Prioritized product roadmap based on market demand, client outcomes, and ROI • Advised tier-1 banks on payments modernization, real-time rails, and platform transformation
  4. Job: Finastra — Head of Solution Consulting, Americas Large Enterprise · 2017-06 – 2019-05 · 1y 11mo — • Led enterprise solution consulting for tier-1 and tier-2 financial institutions across the Americas • Owned presales strategy for complex, multi-product banking and payments platforms • Partnered with sales to drive large-scale transformation deals and competitive wins • Aligned product capabilities to client business cases and regulatory requirements • Built and led high-performing presales teams supporting global account growth • Served as executive advisor to banks on payments modernization and platform strategy
  5. Job: D+H — Head of Global Presales · 2016-07 – 2017-05 · 10 mo
  6. Job: D+H — Head of Global Payments, Americas · 2015-01 – 2016-06 · 1y 5mo — Global Transaction Banking Solutions
  7. Job: D+H — Head of Presales, Americas · 2013-07 – 2014-12 · 1y 5mo
  8. Job: Fundtech - now part of D+H — Chief Technology Officer · 2008-01 – 2012-06 · 4y 5mo — Align businesses strategy and technology vision by integrating company assets and processes with appropriate technologies • Lead strategic technological planning to achieve business goals by prioritizing technology initiatives and coordinating the evaluation, deployment and management of current and future technologies • Develop business case justification and cost/benefit analysis for technology spending and initiatives • Develop and communicate technology plan, in alignment with companies business plans • Assess and communicate benefits and risks associated with technology-related acquisitions and investments • Conduct research to remain current and knowledgeable with industry trends and…
  9. Job: Fundtech - now part of D+H — Head of Payments & Cash Management Engineering · 2004-01 – 2007-12 · 3y 11mo
  10. Job: Fundtech - now part of D+H — Head of Payments Engineering · 2001-01 – 2003-12 · 2y 11mo
  11. Job: Fundtech - now part of D+H — Technical Architect · 1995-09 – 2000-12 · 5y 3mo
  12. Job: Logica — Technical Architect · 1994-04 – 1995-09 · 1y 5mo — Technical Architect responsible for building public key infrastructure, secure key exchange, and messaging platform into company's funds transfer system.
  13. Job: IBM — Software Consultant · 1990-08 – 1994-03 · 3y 7mo — Provided software consulting services to financial institutions to improve workflow efficiency in the area of account opening workflow and management and for corporations in the area of call campaign workflow and managment
  14. School: Southeastern Massachusetts University at Dartmouth — Bachelor's degree, Computer Science

Skills

InvestmentsPartnershipsStrategic PartnershipsPayment SystemsPaymentsProduct ManagementSoftware Project ManagementSoftware DevelopmentElectronic PaymentsSDLCWeb ServicesEnterprise ArchitectureSQLRequirements AnalysisXMLMobile PaymentsIntegrationSalesSaaSUnix

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