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Klaviyo, Inc. CFO transition: Erica Smith to succeed Amanda Whalen

Klaviyo, Inc. reported in a Form 8-K filed July 13, 2026 that Erica Smith will succeed Amanda Whalen as Chief Financial Officer and principal financial and accounting officer, effective September 1, 2026.

In the filing's words

On July 11, 2026, the Board of Directors (the “Board”) of Klaviyo, Inc. (the “Company”) appointed Erica Smith as the Company’s Chief Financial Officer and principal financial and accounting officer, effective as of Ms. Smith’s commencement of employment with the Company, currently set for September 1, 2026 (the “Effective Date”).

Verbatim from sec.gov, Item 5.02. We quote departures; we do not characterize them.

CompanyKlaviyo, Inc. (KVYO)
EventTransition
IncomingErica Smith
OutgoingAmanda Whalen
Title in the filingChief Financial Officer and principal financial and accounting officer
EffectiveSeptember 1, 2026
8-K filedJuly 13, 2026
Internal promotionNo
Prior role (per filing)Chief Financial Officer, CyberArk Software Ltd.
SEC CIK0001835830

Klaviyo, Inc. reported this change in a Form 8-K, Item 5.02, filed July 13, 2026. The filing's own words are quoted above.

Other records naming Amanda Whalen

1

The outgoing officer on this record, matched by name. Career line.

2026-02-10 · 10-K signature

Amanda Whalen signed Klaviyo, Inc.'s annual report as Chief Financial Officer ( Principal Financial and Accounting Officer )

Same industry, July 2026

3

Other moves filed that month at companies the roster files under SIC “Services-Prepackaged Software”.

3 months ago· 2026-07-21AppointmentUPLD

Upland Software, Inc. appoints Jennifer Simon as CFO

4 months ago· 2026-07-07InterimUPLD

Upland Software, Inc. names David Tamez interim CFO

4 months ago· 2026-07-06InterimCXAI

CXApp Inc. names Melissa G. Podruzny interim CFO

Sources

  • sec.gov · SEC filing, Item 5.02 · accessed 2026-09-26

Something wrong about Erica Smith? Send a correction with the primary source.