Upland Software appoints Jennifer Simon as CFO effective August 17, 2026

Upland Software, Inc.

Jennifer Simon, CPA, appointed CFO; previously SVP Finance at NextGen Healthcare and interim CFO at Quest Software.
Compensation: $350k base salary, 75% bonus target, 30,000 RSUs (3-year vest), and PRSUs up to 25,000.
Outgoing CFO Mike Hill retiring after founding team tenure; Simon to lead finance, capital allocation, and AI strategy.
Simon drove $120M in cost savings at Quest Software and led M&A diligence and debt restructuring.

item 5.02 item 7.01 item 9.01

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Appointed

Jennifer Simon

Chief Financial Officer

UPLD · Upland Software, Inc.

Effective: 2026-08-17
Filed: July 21, 2026, 5:03 PM ET

On July 17, 2026, the board of directors (the “Board”) of Upland Software, Inc. (the “Company”) appointed Jennifer Simon to serve as Chief Financial Officer of the Company, effective as of August 17, 2026 (the “Effective Date”).

Key facts

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Executive change SEC 8-K Item 5.02 confidence 0.95

Jennifer Simon was appointed as Chief Financial Officer at Upland Software, Inc..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On July 17, 2026, the board of directors (the “Board”) of Upland Software, Inc. (the “Company”) appointed Jennifer Simon to serve as Chief Financial Officer of the Company, effective as of August 17, 2026 (the “Effective Date”).

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Source: SEC EDGAR

accession 0001505155-26-000059

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