Klaviyo names Erica Smith CFO, succeeding Amanda Whalen effective Sept. 1
Klaviyo appointed Erica Smith, former CFO of CyberArk, as its Chief Financial Officer, effective September 1, 2026, replacing Amanda Whalen. Whalen will remain employed until September 4, 2026, then serve in an advisory role through November 16, 2026 to support the transition. The filing describes a CFO change at a company whose financial leadership is shifting, with compensation tied to both time and stock price targets.
Key points
- Base salary of $550,000 and a target annual cash bonus of 50% of base salary
- Time-based RSUs with an initial equity value of $15 million, vesting in 16 quarterly installments
- Performance stock units with an initial equity value of $3 million, tied to stock price targets of $30, $50 and $75 per share through February 15, 2029
- Amanda Whalen's employment ends September 4, 2026; advisory role runs through November 16, 2026
The filing
Written by AI on Nov 9, 2026, 11:44 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 13, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.