Eric Steele

Chief Revenue Officer
Eric Steele
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Eric Steele is an accomplished B2B revenue leader, recently serving as Chief Revenue Officer (CRO) at Source Advisors, a premier, global tax consulting firm partnering with CPAs and CFOs to maximize government-sponsored tax credits, deductions, and incentives to unlock cash flow and drive growth. As the company’s first CRO, Eric led the sales, marketing, and client success organizations, steering the firm toward significant growth while establishing transformational change. His vision and leadership were key in cultivating an aligned revenue engine, setting Source Advisors apart in a competitive landscape.

Before his time at Source Advisors, Eric dedicated nearly 15 years to Forrester, a leading global marketing and technology research and advisory firm. At Forrester, he ascended through various sales positions, ultimately leading the U.S. end-user new business organization. His commitment to excellence was recognized with the “Benjamin Villien Award,” a tribute to integrity, client-centric focus, passion, and exemplary people leadership. Eric’s time at Forrester was instrumental in shaping his leadership ethos, centered on clear mission and values, empowering the voice of the employee, and fostering alignment between marketing, sales, and client success to differentiate and win.

Eric’s academic credentials include an MBA with distinction from the Jack Welch Management Institute and an undergraduate degree from the University of Oklahoma.

A Dallas, TX resident, Eric cherishes family life with his wife and their two sons. A passionate Dallas Cowboys and Texas Rangers fan, Eric is actively involved in coaching his sons’ sports teams and believes his primary job is to be a good Dad.

As an active member of the CRO Collective, Eric continues to influence the realm of revenue leadership, sharing his insights and experiences to inspire others in the field.