Podcasts about Chief revenue officer

  • 2,577PODCASTS
  • 4,621EPISODES
  • 35mAVG DURATION
  • 2DAILY NEW EPISODES
  • Jun 16, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about Chief revenue officer

Show all podcasts related to chief revenue officer

Latest podcast episodes about Chief revenue officer

ROI’s Into the Corner Office Podcast: Powerhouse Middle Market CEOs Telling it Real—Unexpected Career Conversations

Nick Turner is the CEO of Dreamdata. Nick is a seasoned B2B software leader with nearly two decades of experience building and scaling go-to-market teams, helping companies grow from early traction to tens of millions in revenue. Before stepping into the CEO role, Nick served as Chief Revenue Officer at Dreamdata, where he played a key role in shaping the company's growth strategy and expanding its presence in the U.S. market. He later transitioned into the CEO seat, leading the company through a pivotal phase of scale and transformation. Under his leadership, Dreamdata recently raised a $55 million Series B round led by PeakSpan Capital—fueling its mission to become the go-to platform for B2B marketers to connect data, attribution, and revenue in the AI era.  In this episode, we'll explore what it takes to step into the CEO role, how to lead through rapid growth and funding milestones, and Nick's perspective on building modern go-to-market teams in an increasingly data-driven world.

The Daily Freight Caviar Podcast
What Makes Kansas City a Magnet for Logistics Investment

The Daily Freight Caviar Podcast

Play Episode Listen Later Jun 16, 2026 57:28


Kevin Coomes, Chief Revenue Officer at Chain and George Schergen, Chief Client Officer (CCO) at Dynamic Logistix, explain how Kansas City evolved from a railroad crossroads into one of freight's most important warehouse and logistics hubs. They also break down why AI won't replace freight operators, and which companies are best positioned to benefit from the next wave of automation.This week's episode is sponsored by  Levity, HighwayInterested in sponsoring our podcast? Send us an email at pbj@freightcaviar.com.

The Nordy Pod
Ep 112. The World of Soccer in Seattle

The Nordy Pod

Play Episode Listen Later Jun 15, 2026 46:16


Soccer is the world's game. It brings together billions of fans, transcends borders, and creates moments that live on for generations. And this year, in 2026, one of the biggest sporting events on the planet has come to Seattle. In this episode we're exploring the business behind this culturally unifying game—from the incredible impact that it has on the communities that it touches, to the enormous undertaking for our city to be hosting the World Cup. Pete sits down with the Seattle Sounders and Seattle Reign Football Club's Chief Revenue Officer, Courtney Carter, and Chief Marketing Officer, Ro Vega to discuss the evolution of professional soccer in Seattle, building passionate fan communities, and why the region has become one of the sport's greatest success stories in the US. After that we're joined by Peter Tomozawa, CEO of Seattle's World Cup Organizing Committee to better understand the scale, complexity, and opportunity that this massive sporting event brings to the Pacific Northwest. Thanks for tuning in to episode 112. We hope you enjoy it! Did you know that YOU can be on The Nordy Pod? This show isn't just a one-way conversation. We want to hear about what Nordstrom looks like through your eyes. Share your Nordstrom experience, good or bad, by giving us a call and leaving a voicemail at: 206.594.0526, or send an email to nordypodcast@nordstrom.com to be a part of the conversation! And, be sure to follow us on Instagram @thenordypod to stay up to date on new episodes, announcements and more.

The Tech Blog Writer Podcast
How Testlio Balances Automation and AI With Human Insight

The Tech Blog Writer Podcast

Play Episode Listen Later Jun 15, 2026 33:52


What happens when software can be built and shipped faster than ever, but trust becomes the real challenge? In this episode of Tech Talks Daily, I sit down with Dean Hickman-Smith, Chief Revenue Officer at Testlio, to discuss why software quality has become a boardroom issue in the age of AI.  As organizations race to release new features, deploy AI-powered experiences, and automate development workflows, the question is no longer whether software ships successfully. The question is whether customers can trust what they receive. Dean explains why human testers remain an essential part of the software development process, even as automation and AI continue to advance. We explore the limitations of synthetic testing environments, the growing importance of cultural context and demographic representation, and why real-world user experiences often expose problems that automated systems miss. From voice interfaces and regional dialects to accessibility and personalization, the conversation highlights the growing complexity of delivering reliable digital experiences. We also discuss the rising business risks associated with poor software quality. While cybersecurity often dominates headlines, Dean argues that failed updates, inaccurate AI responses, poor customer experiences, and software outages can be equally damaging to brand reputation and customer loyalty. He shares insights from Testlio's work with global organizations and explains why human insight continues to complement AI-driven testing rather than compete with it. The conversation also looks ahead to a future where AI-generated code becomes increasingly common. Will software testing become fully automated, or will specialist human expertise become even more valuable? Dean offers his perspective on how AI, automation, and human judgment can work together to create better digital experiences while helping organizations avoid costly mistakes. If your organization is building AI-powered products, managing customer-facing applications, or trying to balance speed with quality, this episode offers practical insights into why software testing remains one of the most important parts of the development process. What role do you think humans will play in software testing as AI continues to advance? Share your thoughts.

Revenue Builders
High LTV Isn't Enough: The ICP Tradeoff Leaders Miss with Dan Sperring

Revenue Builders

Play Episode Listen Later Jun 14, 2026 11:18


In this today's segment, Dan Sperring, founder and CEO of Align ICP, breaks down a mistake most revenue leaders make when defining their ideal customer profile. The instinct is to chase the highest lifetime value customers, but those segments are often the hardest to win, the slowest to close, and the first to break when the market shifts. This clip focuses on how to balance three critical factors inside your ICP: lifetime value, ease of acquisition, and market health. Dan explains why ignoring any one of these creates pipeline risk, and how leaders can avoid over-rotating into segments that look great on paper but fail in execution. For leaders responsible for predictable growth, this is about making smarter tradeoffs, not just better targeting. Dan Sperring is the founder and CEO of AlignICP, a company focused on helping revenue teams align around high-value customer segments to drive predictable growth. He brings experience across customer success, revenue leadership, and scaling SaaS businesses through product-market and go-to-market alignment. Connect with Dan: AlignICP LinkedIn Books mentioned: The Innovator's Dilemma by Clayton M. Christensen The Innovator's Solution by Clayton M. Christensen and Michael E. Raynor Predictable Revenue by Aaron Ross and ​​Marylou Tyler  Amp It Up by Frank Slootman Tools and podcasts mentioned: clay.com zoominfo.com The Science of Scaling Podcast Listen to the full episode: Aligning Pipeline to Ideal Customer Profile with Dan Sperring Get the Force Management framework for aligning your ICP, sales motion, and customer lifecycle around high-value use cases and measurable business outcomes: The Predictable Revenue Framework: Guide for Leaders Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

The ERP Advisor
Leaders in ERP: Jeff Weiss, Chief Revenue Officer at CMiC

The ERP Advisor

Play Episode Listen Later Jun 11, 2026 37:09


On this episode of our "Leaders in ERP Series", Shawn Windle, Founder and Managing Principal at ERP Advisors Group, speaks with Jeff Weiss, Chief Revenue Officer at CMiC. Windle and Weiss discuss the trajectory of the construction industry, the growing impact of AI, and the evolution of modern construction ERP solutions.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Finovate Podcast
FinovateSpring Best of Show Winner Clockout on the benefits of earned-wage-access for community FI's.

Finovate Podcast

Play Episode Listen Later Jun 10, 2026 18:30


In this episode of the Finovate podcast, host Greg Palmer sits down with Juan Jurado-Blanco, Founder and CEO, and Armando Quintana, Chief Revenue Officer of Clockout, a Best of Show winner at FinovateSpring 2026 in San Diego. The conversation explores Clockout's innovative white-labeled earned wage access (EWA) solution designed specifically for community banks and credit unions. With seven in ten Americans living paycheck to paycheck, Clockout addresses a critical financial wellness need by enabling customers to access their earned wages the same day they work, rather than waiting for traditional bi-weekly pay cycles. The platform embeds seamlessly within existing digital banking experiences, integrating with major core providers like Q2, Jack Henry's Banno, and Alchemy, ensuring institutions can offer this service without requiring customers to use standalone apps or third-party accounts.Juan and Armando discuss what sets Clockout apart from competitors in the EWA space, emphasizing their compliance-by-design approach that uses real-time income data rather than AI predictions or analytics to compute available wages. Unlike other solutions that route funds through secured charge cards or intermediary accounts, Clockout advances money directly into customers' existing checking or savings accounts at their primary financial institution. The guests share valuable insights about their journey building partnerships with core banking providers, emphasizing the importance of persistence, relationship-building, and focusing on adding value to the ecosystem rather than pursuing purely transactional arrangements. They explain why community banks and credit unions are the ideal partners for this solution—these institutions have the trust, brand equity, and community focus needed to deliver meaningful financial wellness tools while competing effectively against neobanks like Chime and Dave.Looking toward the future, Juan and Armando paint an ambitious vision where no one banking in the United States has to wait for a paycheck again within the next 18 to 24 months. Beyond simply providing access to earned wages, they envision building infrastructure that allows these funds to work on autopilot for customers' maximum benefit—whether avoiding overdrafts, saving for retirement, investing, or paying off debts to eliminate fees. The ultimate goal is to help families living paycheck to paycheck avoid payday lenders, late fees, and overdraft charges through better cash flow management tools that reduce financial stress. For financial institutions, Clockout aims to provide community banks and credit unions with the technology they need to retain customers and compete head-to-head with fintechs, transforming complaints about losing customers into proactive solutions that strengthen primary banking relationships.More info:Clockout: https://www.joinclockout.com/; https://www.linkedin.com/company/joinclockout/Juan Jurado-Blanco: https://www.linkedin.com/in/juan-jurado-blanco-012b58121/Armando Quintana: https://www.linkedin.com/in/armando-quintana-606bb210/Greg Palmer: https://www.linkedin.com/in/gregbpalmer/Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/FinovateSpring: https://informaconnect.com/finovatespring/#Finovate #FinovateSpring #Banking #banks #creditunions #earnedwageaccess #EWA #payday #communitybanks #paycheck #financialwellness #corebanking #digitaladoption #podcast #fintechpodcast #financialservices #innovation #digitraltransformation #fintech #finserv #modernization

CRO Spotlight
How Misaligned Software Metrics Ruined B2B Sales and How to Fix It with MK Marsden

CRO Spotlight

Play Episode Listen Later Jun 10, 2026 60:55


In this episode of CRO Spotlight, Warren Zenna sits down with MK Marsden, CEO of Sales-Sleuth, to diagnose the root causes of the modern B2B sales crisis. They explore how the shift toward cheap, automated mass communication has eroded buyer trust and forced buyers to rely on independent research. As buyers become increasingly overwhelmed by digital noise, revenue leaders must fundamentally rethink their outbound approaches.The conversation tackles the systemic issues created by misaligned software solutions and arbitrary key performance indicators. MK argues that treating complex sales relationships as a series of isolated events—measured by clicks, opens, and call volumes—has detached sellers from true relationship building. When finance teams and software engineers dictate sales metrics, organizations lose sight of genuine buyer satisfaction.To counteract this dysfunction, leaders need to empower their teams with deep insights before a conversation ever occurs. The discussion shifts toward leveraging advanced sales intelligence platforms that analyze public buyer signals, eliminating the need for cold discovery calls. By equipping sellers with accurate data regarding a prospect's technical environment and immediate needs, companies can level the playing field.Ultimately, restoring effectiveness in sales requires a commitment to long-term value over instant gratification. Warren and MK highlight the challenges newly appointed revenue leaders face when balancing immediate expectations against the time required to genuinely turn a strategy around. They conclude by discussing how measuring long-term impact and sustained trust is the only sustainable path forward for modern businesses.

RETHINK RETAIL
Beekman 1802: Beating Content Slop with Creative AI

RETHINK RETAIL

Play Episode Listen Later Jun 8, 2026 15:34


In an already competitive market, Beekman 1802 is maintaining steady growth through human connection and is using AI to do it. David Baker, Chief Revenue Officer at Beekman 1802, sits down with Jeremy Goldman to discuss how his team is cutting through industry traffic and content using human creativity and emotional brand building. "AI is not coming for our jobs. People who know how to use AI will come for the people who don't know how to use AI.” Inside the Episode: - Ruthless Inventory: Why you need to avoid the micro-trend trap, and double down on what your customers are loyal to. - Operational Simplification: How reducing SKU count freed up working capital, eased vendor management, and improved store planning, without sacrificing brand identity - Getting Creative with AI: How to position your tech into a ‘red-teaming' approach to aggressively stress-test ideas, name options, and look for vulnerabilities before any capital is deployed - Keeping AI Out of Creative: How to establish market differentiation amid the influx of AI-generated content - Stop letting tech run your creative. Start using it to clear out the daily clutter so your team has the breathing room to stand out. Catch the full conversation and more inside the episode.

Sugar Coated
Why Women Can't Scale on a System Built Against Them and How AI Changes That with Melissa McCann Tilton

Sugar Coated

Play Episode Listen Later Jun 5, 2026 49:58 Transcription Available


Most business frameworks women are taught were designed for someone else. The playbook says pattern your company after proven models of success, but those models were built for a different kind of founder operating inside a different kind of system. Melissa McCann Tilton, President and Chief Revenue Officer at Criteria, has spent two decades scaling companies from $20M to $100M+ across automotive, logistics, and HR tech. She makes a case that stops you cold: AI does not create efficiency. AI creates amplification. If your decisions, your culture, and your hiring are strong, AI will multiply that strength. If they're broken, AI will multiply the damage. For women entrepreneurs stuck at the revenue ceiling, this is the episode that reframes everything: the old system is finally cracking, and the founders who understand what AI actually does, not automate but amplify, are the ones who will build what comes next.In this episode, Melissa McCann-Tilton, President and Chief Revenue Officer at Criteria and I talk about why she believes the next three to five years will be the most fascinating period in work history, and why women have a rare opening to rewrite the rules right now.Melissa is direct about AI in that it creates amplification vs. the efficiency most people tout. If judgment is bad, AI makes it worse. If your core is right, AI makes it stronger. Melissa and I get into why productivity is the wrong metric, why so many of us feel worthy only when we are producing, and how that harmful societal programming is one of the components that keeps so many women led businesses fighting so hard to break through the million-dollar revenue mark in our businesses.Listen to why breaking the rules might be the smartest business move women can make this year.

Eastmans' Journal Podcast Edition
#101 | Inside the RMEF: Conservation, Public Land & the Future of Elk Hunting | Steve Decker

Eastmans' Journal Podcast Edition

Play Episode Listen Later Jun 5, 2026 48:05


Ike sits down with Steve Decker, Chief Revenue Officer of the Rocky Mountain Elk Foundation, for a wide-ranging conversation about conservation, hunting heritage, and the future of one of America's most impactful wildlife organizations. Steve grew up in Libby, Montana — son of RMEF founding member Charlie Decker — and has spent his life woven into the fabric of elk conservation, from working in the visitor center as a college student to leading the organization's outward-facing operations today. They cover the RMEF's evolving mission to serve all of America's big game, the fight to protect public land access (including a 26-point ballot swing in Colorado), the launch of Outdoor Class as a next-level online hunting education platform, and what's ahead with Big Game Days in Missoula. If you care about keeping wild places wild and elk in the hills, this one's for you.

Spark of Ages
The Real Reason Your Revenue Team Is Failing/Bridget Winston - Metrics, Cheetahs, B2B+B2C ~ Spark of Ages Ep 65

Spark of Ages

Play Episode Listen Later Jun 5, 2026 61:29 Transcription Available


We sit down with Bridget Winston to unpack what separates a real Chief Revenue Officer from a bookings-focused sales leader, and why the org chart tells you the truth faster than the job title. We get practical about SaaS metrics, AI-driven go-to-market, and the leadership habits that keep teams performing as the playbook keeps changing.• Evaluating a CRO remit by reporting lines and revenue accountability• Using GRR and NRR to diagnose product-market fit and ICP clarity• Treating revenue as a lagging indicator of customer centricity• Preparing for LLM-driven discovery with brand, PR, and earned media• Testing AI tools that shrink territory and quota planning cycles• Shifting budget from paid ads to community-led growth and local events• Turning customer testimonials into repeatable social proof loops• Managing humans and AI agents with specific, camera-ready feedback• Fixing incentives and systems before blaming the team• Creating urgency with day-five impact expectations instead of tired 30-60-90 plansYour org chart can tell you whether you're hiring a true Chief Revenue Officer or just renaming a VP of Sales. We sit down with Bridget Winston, CRO at Patient Now and a three-time CRO, to get brutally clear on what revenue ownership actually means and why “bookings” is a dangerous north star when retention and expansion are what compound.We dig into the SaaS metrics that expose reality fast: GRR, NRR, LTV to CAC, and how boards interpret dashboards when product-market fit and ideal customer profile are still shaky. Bridget shares a sharp reframing that stuck with us: revenue is a lagging indicator of customer centricity. From there, we zoom out to the “SaaS-pocalypse” conversation and what happens to pricing, planning cycles, and revenue per employee as AI turns some companies into dinosaurs and others into cheetahs.Then we get tactical about the LLM era of B2B discovery. If buyers are finding software through ChatGPT-style answers, Reddit threads, G2-style reviews, and YouTube, we need consumer-grade brand building, PR, and community-led growth that creates earned media AI can't ignore. Bridget also breaks down AI tools she's used to compress territory planning and quota work from months to weeks, plus AI coaching that improves call quality and handoffs without blowing up day-to-day operations.We even take a fun detour into Spark Tank wine trivia, then bring it back to leadership: how to give feedback with real specificity, fix systems before blaming people, and set expectations for day-one impact. Subscribe, share this with a revenue leader, and leave a review so more builders can find the show.Bridget Winston:  https://www.linkedin.com/in/bridgetwinston/Bridget Winston is the Chief Revenue Officer at PatientNow, leading go-to-market and customer-facing teams across a rapidly growing vertical SaaS platform in the fast-expanding $20 billion aesthetics and wellness industry.  A three-time CRO with over 20 years of experience, Bridget was formerly the CRO at Chief, where she led membership growth and helped the company reach a $1.1 billion valuation. During her tenure, Chief was recognized by TIME as one of the 100 Most Influential Companies and by Fast Company as one of the Most Innovative Companies. Before that, Bridget served as the CRO at Shutterstock, growing revenue to $300 million.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

The Steve Harvey Morning Show
Motivation: She inspires others to embrace change, pursue entrepreneurship, and understand the value of art.

The Steve Harvey Morning Show

Play Episode Listen Later Jun 4, 2026 37:27 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.

Strawberry Letter
Motivation: She inspires others to embrace change, pursue entrepreneurship, and understand the value of art.

Strawberry Letter

Play Episode Listen Later Jun 4, 2026 37:27 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.

DSO Secrets
270: Is Your Patient Financing Helping or Hurting Your Dental Practice?

DSO Secrets

Play Episode Listen Later Jun 4, 2026 33:31


What if patients aren't saying no to treatment, but saying no to how you're asked to pay? Jordin McEntire sits down with Luke Johnson, Chief Revenue Officer at HFD, to break down what's really happening when patients leave without scheduling. Luke's family bought HFD in 2017, not as bankers, but as entrepreneurs who saw a gap most lenders weren't willing to close. They spent the next 17 years building data on the patients every financing company turns away, and what came out of that is a 99% approval rate the industry hadn't seen before. Luke explains why most financing platforms are built to deny rather than approve, what that does to your treatment coordinators' confidence, and how knowing nearly everyone can qualify changes the way you market and present care.

Telecom Reseller
Centaris Helps SMBs Bring AI Into the Business Without Letting Risk Come Along for the Ride, Podcast

Telecom Reseller

Play Episode Listen Later Jun 4, 2026


Centaris Helps SMBs Bring AI Into the Business Without Letting Risk Come Along for the Ride, Podcast, According to Centaris, 86% of SMB workers are using AI tools, with 80% bringing their own tools into the workplace. At the same time, 80% of leaders cite leakage of sensitive data as their main concern. By Doug Green “We think there's a tremendous opportunity for us to shine where we've thrived for years.” In this Technology Reseller News podcast, Doug Green speaks with Mike Nowak, Chief Revenue Officer at Centaris, about the challenges small and midsize businesses are facing as AI adoption moves faster than many IT and security programs can manage. Centaris provides cybersecurity and managed IT services for small and midsize organizations, with a focus on the Great Lakes region and companies with roughly 50 to 5,000 employees. The company works across key verticals including manufacturing, healthcare and financial services, where security, compliance and operational continuity are central business concerns. The conversation focuses on a problem that is becoming urgent for SMB leaders: AI is already inside the organization, whether or not it has been formally approved. According to Centaris, 86% of SMB workers are using AI tools, with 80% bringing their own tools into the workplace. At the same time, 80% of leaders cite leakage of sensitive data as their main concern. That creates a new challenge for MSPs, IT leaders and business owners. The question is no longer whether employees will use AI. They already are. The question is whether companies can create a secure, consistent and manageable way to use AI without exposing customer data, intellectual property or regulated information. Nowak outlines Centaris' role in helping organizations move from uncontrolled AI experimentation to structured deployment. For many smaller companies, AI adoption is happening at the employee level first. Staff members are using publicly available tools to write, summarize, research and automate work. That can create productivity gains, but it can also create risk when sensitive information is pasted into tools that are not governed by company policy. Centaris is positioning its AI and cybersecurity work around practical deployment. Rather than treating AI as a separate technology trend, the company sees it as part of the broader managed services and cybersecurity conversation. SMBs need policies, training, tool selection, identity controls and security frameworks that match the way employees are already working. The podcast also looks at the broader cybersecurity posture of the small and midmarket. These organizations face many of the same risks as larger enterprises but often lack the same internal resources. That makes consistent managed security, compliance guidance and trusted IT leadership especially important. Centaris is also in growth mode. Nowak says the company is looking to expand across the Great Lakes footprint, particularly in areas where it already has experience and vertical expertise. “The ones that we're looking for and where we're looking to expand is really the Great Lakes footprint,” Nowak says. “We think there's a tremendous opportunity for us to kind of shine where we've thrived for years.” The acquisition strategy is focused on fit and execution. Centaris is interested in organizations that align with its strengths in manufacturing, healthcare, financial services and cybersecurity-driven managed services. The company works with larger clients and clients in other regions, but Nowak emphasizes that Centaris is careful about ensuring it can execute well before expanding. For MSP owners, the message is direct: Centaris is open to conversations with firms that may be considering their next step. For SMB leaders, the message is equally clear: AI is already arriving inside the business, and the time to secure and standardize that adoption is now. Centaris can be reached through LinkedIn, at info@centaris.com, or through the Centaris website. Learn more at centaris.com.

A Better HR Business
Episode 311: Growing An Employee Financial Wellness Business - with Joelle Vail from BrightPlan

A Better HR Business

Play Episode Listen Later Jun 4, 2026 22:19


In this episode of the HR business marketing podcast, A Better HR Business, Ben and his guest, Joelle Vail, talk about how holistic financial wellness solutions are driving major changes for employers and employees alike. As HR and business leaders look for ways to support their teams in today's challenging environment, companies like BrightPlan are setting a new standard for financial wellbeing in the workplace. Joelle Vail is Chief Revenue Officer at BrightPlan, where she oversees direct sales, partnerships, and client success. She has extensive experience scaling organizations from startup through enterprise growth, helping early-stage companies surpass $100 million in revenue and larger enterprises grow from $100 million to more than $2 billion. Prior to BrightPlan, Joelle served as Chief Operating Officer at Capital Factory and held senior leadership roles at Paychex and Ascentis. BrightPlan is a financial wellness platform designed to help employers improve employee financial outcomes while increasing the effectiveness of their benefits programs. The platform combines AI-driven financial planning tools with access to experienced financial advisors, delivering personalized guidance across budgeting, debt management, investing, retirement, and wealth planning. By integrating directly with employer benefits, BrightPlan helps employees make more informed financial decisions and encourages greater benefits utilization. For employers, BrightPlan provides a centralized dashboard with actionable insights into workforce financial health, enabling more strategic benefits planning, stronger employee engagement, and improved retention. The company is also certified for fiduciary excellence, ensuring guidance is objective and aligned with employees' best interests. You'll hear practical strategies for finding consulting clients, running a workplace consulting business, and business growth strategies for consultants. Whether you identify as HR, workplace, L&D, OD, recruitment, or people & culture, you'll discover real stories and actionable advice to attract clients, win contracts, and grow sustainably. What You'll Learn in This Episode: Why financial wellness is a rising priority for employers—and how to frame your consulting offers around their needs The role of technology and people-powered solutions in driving workplace engagement and retention Joelle Vail's lessons from partnering with HR leaders and the marketing moves that resonate with decision-makers Episode highlights: What BrightPlan does and the problems it solves for employers and employees. Defining "financial wellness" and how it goes beyond education. How BrightPlan supports employees with technology, AI, and certified financial planners. Addressing financial emergencies and the importance of building emergency savings . The limitations of traditional HR support in financial matters and closing the gap between employers and employees. Providing personalized, fiduciary financial advice without crossing HR compliance boundaries. Issues BrightPlan helps solve for employers, such as retention, productivity, and being an employer of choice. How financial stress can manifest as workplace behavioral issues. Transformational changes in HR, including the impact of COVID and AI on HR leadership and point solutions. Challenges in HR sales and how to stand out with limited HR budgets. Building trust with HR buyers through networks, pilots, and case studies. Collaborating with other vendors to enhance service and experience for employers and employees. Listening-first approach to sales, networking, and uncovering client needs. The importance of matching services to actual HR pain points. Marketing and Business Growth: Joelle Vail details BrightPlan's approach to marketing and business development: Aligning solutions with HR's most urgent needs and listening closely to buyers' challenges. Leveraging trusted HR advisory networks to gain introductions and build credibility. Offering pilot programs to demonstrate value and facilitate broader implementation. Using content marketing strategies such as webinars and white papers, often featuring CHROs and industry leaders. Prioritizing collaboration with other vendors for seamless HR solutions. Focusing on genuine, needs-based conversations at events and during networking. Resources & Links Mentioned: Company's website: https://www.brightplan.com/ Joelle's LinkedIn: www.linkedin.com/in/joelle-risolo-vail Check out this B2B podcast launch service. About The A Better HR Business Podcast The A Better HR Business shares strategies, tactics, success stories, and more about marketing for HR consultancies and marketing for HR tech companies, and how to get more clients. Follow the show on Apple Podcasts or Spotify so you don't miss future episodes. For show notes and to see details of our previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast HR BUSINESS GROWTH RESOURCES Get the new book - Grow A Successful HR Business Your Way Launch your own business podcast: B2B Podcast Agency VISIT GET MORE HR CLIENTS Want more clients for your HR-related consultancy or HR Tech business? Visit the Get More HR Clients website for articles, newsletters, podcasts, videos, resources, and more at www.getmorehrclients.com.

AVNation Specials
Reinvigorating The Digital Experience With 22Miles | The Road To InfoComm 2026

AVNation Specials

Play Episode Listen Later Jun 4, 2026 6:16


We talk to Tomer Mann, Chief Revenue Officer at 22Miles about what they will be showcasing at booth C5753 in the Central Hall. We also discuss the evolution of digital signage to contain an entire ecosystem, and how 22Miles is using their solutions to make this happen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

UC Today - Out Loud
The New Mobile Edge: Balancing Native UC Mobility with Next-Gen Voice Security

UC Today - Out Loud

Play Episode Listen Later Jun 3, 2026 15:35


Kristian McCann is joined by William Rubio, Chief Revenue Officer at CallTower, and Craig Durr, Chief Analyst and Founder of The Collab Collective, to explore why traditional mobile UC models are struggling to keep pace with today's enterprise demands.As hybrid work, AI-generated voice threats, and compliance pressures continue to reshape enterprise communications, organizations are being forced to rethink how they manage mobile collaboration. This conversation dives into the growing risks tied to consumer-grade OTT mobile apps and explains why native eSIM is emerging as a more secure, manageable, and seamless approach for enterprise UC.From frontline workers switching away from unreliable UC apps to the rising threat of AI-driven vishing attacks, the conversation highlights why enterprises need tighter control over mobile communications without sacrificing user experience.Key discussion points include:• Why legacy OTT mobile UC approaches create security blind spots and policy fragmentation• How native eSIM enables stronger compliance, lifecycle management, and corporate-grade control• The growing role of spam filtering, trusted caller identity, and secure network-level management• Why remote workers and mobile-first employees are driving demand for a more seamless UC experienceNext Steps:Find out what a CallTower eSIM solution can do for your business' security and accessibility.

Sales POP! Podcasts
Can Leadership Survive the AI Revolution? - Dustin Kenyon

Sales POP! Podcasts

Play Episode Listen Later Jun 2, 2026 26:37


Dustin Kenyon, Chief Revenue Officer at Motivosity, joins John Golden to explore what human leadership looks like in an AI-driven world. Dustin shares why the learner's journey is now non-negotiable for every professional, how to cut through AI-generated noise, and why his executive team operates by a simple rule: no dinosaurs. Learn more at https://www.motivosity.com/.

Sales Lead Dog Podcast
How Great Sales Leaders Build Winning Teams | Aaron Coleman, CRO of ZSuite Technologies

Sales Lead Dog Podcast

Play Episode Listen Later Jun 2, 2026 35:30


What separates great sales leaders from the rest? In this episode of Sales Lead Dog, Christopher Smith sits down with Aaron Coleman, Chief Revenue Officer at ZSuite Technologies, to discuss sales leadership, team development, process discipline, CRM adoption, AI, and what it takes to build a consistent revenue engine. With more than 25 years of experience in financial technology sales and revenue leadership, Aaron has built and led high-performing teams across the financial services industry. He shares practical lessons on leadership, prospecting, coaching, sales culture, and why successful organizations never stop focusing on the fundamentals. Aaron also explains how banks evaluate technology investments, how sales teams can navigate long buying cycles, and why AI is becoming an essential tool for modern revenue organizations. What You'll Learn • Why discipline and consistency still drive sales success • The importance of curiosity in sales and leadership • Leadership lessons learned from great and poor managers • How to build a culture of collaboration across remote teams • Why sales leaders should coach to strengths, not weaknesses • The key to managing long and complex sales cycles • How top sales organizations qualify opportunities more effectively • Why process matters more than talent alone • How AI is changing prospecting, CRM, and customer engagement • The future of revenue leadership in financial technology About Aaron Coleman Aaron Coleman is the Chief Revenue Officer at ZSuite Technologies, a bank technology company that helps financial institutions grow commercial deposits through virtual account management solutions. At ZSuite Technologies, Aaron leads sales and marketing efforts, helping banks and credit unions transform operational challenges into scalable opportunities for growth. With more than 25 years of experience in financial technology sales and revenue leadership, he has built and led high-performing teams, expanded client relationships, and developed revenue strategies across the financial services landscape. Known for his results-driven leadership style and ability to translate complex banking technology into clear business value, Aaron focuses on building strong partnerships, repeatable growth strategies, and sales cultures that deliver results. Connect with Aaron Coleman LinkedIn: https://www.linkedin.com/in/aaron-coleman/ ZSuite Technologies: https://zsuitetech.com About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:

The CMO Whisperer
Marketing Must Drive Revenue - Paul Rossetti

The CMO Whisperer

Play Episode Listen Later Jun 2, 2026 19:11


Welcome to another episode live from Possible, where the networking is nonstop, and everyone claims they have a future in marketing. Today I'm joined by Paul Rossetti, Chief Revenue Officer at Claritas, a company helping brands connect audience intelligence, engagement, measurement, and growth in a much smarter way. Paul operates where marketing ambition meets commercial reality. His focus is helping organizations find the right customers, reach them more effectively, reduce wasted spend, and turn strategy into measurable revenue outcomes.

Revenue Builders
John McMahon on Building a Better SKO

Revenue Builders

Play Episode Listen Later May 31, 2026 6:26


Sales kickoffs can become expensive calendar events if leaders are not clear on what the gathering is meant to accomplish. In this Revenue Builders replay, John McMahon shares his perspective on how CEOs and CROs should think about SKOs, from motivating the sales force and aligning teams around company goals to delivering training that actually prepares reps to execute. He also explains why peer-to-peer knowledge transfer is often the hidden value of bringing the sales organization together, why product presentations should only happen when the value proposition is clear, and how leaders can motivate reps by speaking directly to their daily challenges, career aspirations, and earning potential. John McMahon is a five-time CRO who has led revenue organizations at PTC, GeoTel, Ariba, BladeLogic, and BMC. He is the author of The Qualified Sales Leader and co-host of Revenue Builders, where he brings operator-level perspective on building and scaling enterprise sales teams.  Connect with John: LinkedIn Book Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Coffee w/#The Freight Coach
1461. #TFCP - The Bank Tightrope? Is There a 2026 Fleet Credit Crunch?!

Coffee w/#The Freight Coach

Play Episode Listen Later May 29, 2026 33:17


James Currier is back to strip away the delusion that the market is coming to save you and dive hard into what it takes to actually build a sustainable freight strategy! In this episode of the podcast, we break down why a spike in spot market rates doesn't fix a broken capital structure, the critical role of fleet utilization through online platforms, and how carriers can survive the relentless pressure of rising fuel costs and tightening line of credit constraints from commercial banks. It's time to stress test your equipment and focus on real profitability and cash flow over top-line hype, so tune in to our conversation!    About James Currier James Currier is the Chief Revenue Officer at Finloc USA, where James leads the sales team across the country in a relentless pursuit for increased market share in the equipment finance field. After starting his professional career as a Business Analyst in the healthcare field, James came to realize that his passions were best suited to dealing with people and organizations aiming for growth. After a two year contract was completed with Fraser & Interior Health Authorities in British Columbia, a career change ensued and James has not looked back since. Combining the analytical fundamentals learned in healthcare and a natural gravitation towards people and business development, James has thrived in a sales career since 2012, leading, managing, and training dozens of people over the past several years. Subsequent to the completion of a >$400MM acquisition at his previous company, James made the jump to Finloc where he was first tasked with hiring and redeveloping the Ontario, Canada market. James was then assigned to manage the US division for Finloc as a player/coach, originating new asset-based financing opportunities and finding, attracting, and training new talent. James has worked in an exceptionally diverse range of roles since the age of 15, starting as a minor hockey league referee. His openness to new experience has allowed James to experience positions as a head of high-profile security, high-adventure whitewater rafter guide, Corporal in the Canadian Armed Forces Infantry Reserve, business analyst, VIP/Private security operative, personal support worker, guitar teacher, and sales leader. As a well-versed hobbyist who enjoys learning and new experiences, James enjoys coaching/playing/watching hockey, swimming, guitar, hunting, fly fishing, boating/canoeing, cycling, hiking, woodworking, motorcycling, reading, DIY projects, and evening walks with his wife, 2 boys, and golden retriever.   Connect with James LinkedIn: https://www.linkedin.com/in/james-currier-clfp-232b0842/?originalSubdomain=ca  Email: james.currier@finloc.com  

Revenue Builders
The Discipline Behind Nine-Figure Deals with Stuart Gwynn

Revenue Builders

Play Episode Listen Later May 28, 2026 60:31


Enterprise sales breaks down when teams confuse activity with progress, champions with coaches, or product interest with business urgency. Stuart Gwynn, a top-performing enterprise seller at MongoDB, joins John Kaplan and John McMahon to unpack what separates disciplined enterprise execution from deal chasing. Drawing from his path from SDR at Pure Storage to closing the largest deal in MongoDB history, Stuart explains why discovery is the foundation of value-based selling, how to test whether a champion will actually sell internally, and why large deals require multiple stakeholders, rigorous qualification, and a team operating around a shared account vision. He also shares how elite individual contributors lead without formal management titles, where AI is already changing buyer expectations, and why process only works when it is paired with judgment. Stuart Gwynn is an enterprise sales leader at MongoDB who has exceeded goal every year since joining the company in 2019. Before MongoDB, he spent seven years at Pure Storage, rising from SDR to named account rep and finishing as one of the company's top performers before moving into strategic enterprise selling. Connect with Stuart: LinkedIn Episodes mentioned: The Discipline Behind Scaling from PLG to Enterprise with Sahir Azam Why Sales Execution Wins in an AI-First World with Brian McCarthy, President of Global Revenue and Field Operations at Cursor Key takeaways from this episode: 00:00 – What it really takes to combine a rigorous value framework with the human judgment required to scale enterprise selling. 02:42 – Why discovery becomes the moment where real pain, executive relevance, and budget-worthy outcomes either surface or disappear. 07:59 – What leaders often overlook about the trust required before customers will quantify the true cost of a problem. 11:28 – Why champion identification quietly determines whether a deal has internal momentum or only surface-level support. 21:35 – The mistake many sellers make when pipeline pressure pushes them toward activity instead of disciplined qualification. 18:50 – A look inside the preparation habits that help enterprise teams align before high-stakes customer conversations. 56:25 – Why many leaders get top-talent management wrong by applying the same operating rhythm to every rep. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Sales Lead Dog Podcast
How Top Loan Officers Build Trust in a Tough Mortgage Market | Listy Limon

Sales Lead Dog Podcast

Play Episode Listen Later May 27, 2026 36:58


In this episode of Sales Lead Dog, Christopher Smith sits down with Listy Limon, Chief Revenue Officer at GFS Home Loans, to discuss leadership, mortgage sales, AI, CRM adoption, customer trust, and building high-performing sales teams in a challenging market. With more than 20 years of experience across the mortgage industry, Listy shares practical lessons on leadership, structure, accountability, and why service continues to separate top producers from everyone else. She also explains how AI, digital branding, and changing customer expectations are reshaping the mortgage industry faster than many professionals realize. Listy is known for combining strategic leadership with hands-on execution, helping teams grow while staying deeply connected to customers and day-to-day operations. The conversation also explores sales culture, coaching, CRM discipline, and what it takes to stay relevant in an increasingly digital sales environment. What You'll Learn • Why trust and service matter more than rates alone • How AI is changing customer behavior in mortgage sales • The importance of structure and consistency in leadership • Why personal branding now impacts referrals and revenue • How CRM discipline improves sales performance • What separates top-performing loan officers from the rest • Lessons from leading through a difficult mortgage market • Why transparency and communication build stronger teams • How to create accountability without fear-based leadership Guest Information Listy Limon Chief Revenue Officer, GFS Home Loans LinkedIn: https://www.linkedin.com/in/listylimon/ Listy Limon is a passionate, people-first mortgage executive with over 20 years of hands-on experience across all areas of the industry. As Chief Revenue Officer at GFS Home Loans, she leads national growth initiatives, develops high-performing teams, and drives revenue growth through a strong focus on people, process, and purpose. Recognized as a NEXT Powerhouse Leader and one of NMP Magazine's 40 Under 40 Mortgage Professionals, Listy combines strategic vision with hands-on leadership. She is passionate about empowering teams, improving customer experience, and helping shape the next generation of leaders. Based in the Dallas–Fort Worth area, Listy is also a proud mother of three boys and enjoys spending time outdoors fishing and attending live music events with her husband Frankie. About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:

CRO Spotlight
How Salesforce is Approaching the AI CRM Transformation with Kris Billmaier

CRO Spotlight

Play Episode Listen Later May 27, 2026 56:59


In this episode of the CRO Spotlight podcast, Warren Zenna hosts Kris Billmaier, EVP & GM of Agentforce Sales at Salesforce to discuss how the traditional CRM interface is rapidly evolving, shifting revenue teams from manual data entry to autonomous workflows. We explore the transition toward headless CRM and how AI agents are automating administrative tasks, allowing sales professionals to focus on direct customer engagement and high-leverage closing activities.Modern chief revenue officers must transcend traditional sales leadership to become comprehensive revenue architects. The conversation highlights the necessity of breaking down operational silos to integrate sales, marketing, and customer success into a unified engine. By leveraging conversational insights and predictive data, CROs can build highly predictable forecasts, accurately define ideal customer profiles, and design frictionless deal cycles.We examine the tangible deployment of AI within the sales funnel, specifically focusing on how automated prospectors are redefining the business development phase. By assigning agents to previously ignored leads and automating initial outreach, organizations drastically expand their pipeline capacity. This shift requires human representatives to transition into management roles, overseeing hybrid teams of both human talent and automated systems.Sustained business growth relies heavily on post-sale customer advocacy rather than endless top-of-funnel acquisition. We analyze why revenue leaders must prioritize retention and customer success as core growth mechanisms. By gathering intelligence from renewed accounts and deploying agents to follow up on deferred buying cycles, companies create a compounded data loop that continuously refines targeting and scales revenue efficiency globally.

The Industrial Talk Podcast with Scott MacKenzie
Peter Morrow with Total Resource Management

The Industrial Talk Podcast with Scott MacKenzie

Play Episode Listen Later May 26, 2026 22:04 Transcription Available


Industrial Talk is onsite at SMRP 2025 and talking to Peter Morrow, Chief Revenue Officer at Total Resource Management about "EAM Data". Overview Scott Mackenzie hosts the Industrial Talk podcast, featuring Peter Morrow, Chief Revenue Officer at TRM, discussing asset management and reliability. TRM, which specializes in Maximo and Hexagon systems, has expanded through acquisitions, aiming to be software-agnostic. Morrow emphasizes the importance of foundational data and best practices in asset management, noting that many companies fail to realize the promised value from their EAM systems. He highlights the need for collaboration and innovation, advocating for maintenance and reliability professionals to lead digital transformation projects. Morrow can be contacted via TRM's website or LinkedIn. Outline Introduction and Welcome to Industrial Talk Podcast Scott introduces the 33rd annual SMRP event in Fort Worth, Texas, emphasizing its importance for asset management, reliability, and maintenance professionals.Scott introduces Peter Morrow from TRM, who will discuss reliability and asset management.Peter and Scott exchange greetings and discuss the quick setup of the conversation. Background on Peter Morrow and TRM Scott asks Peter Morrow to provide a background on himself and his role at TRM.Peter Morrow explains his role as the Chief Revenue Officer at TRM, focusing on sales and marketing.Peter shares his 15-year tenure at TRM, starting in sales and progressing to sales management.Peter discusses the acquisition of TRM by a private equity firm, 424, and its impact on expanding their scope and capabilities. TRM's Expansion and Acquisitions Peter explains the rationale behind the private equity investment, emphasizing the need to solve complex problems in asset management.TRM's acquisition of IDCON and other Maximo organizations is highlighted as part of their growth strategy.Peter mentions their ambition to be software-agnostic, specializing in leading EAM systems like Maximo and Hexagon.Scott and Peter discuss the deployment of various enterprise asset management solutions, including Hexagon and Maximo. Challenges and Opportunities in Asset Management Peter discusses the challenges of being a niche player in asset management and the need to expand beyond Maximo.The importance of being recognized for strengths across different technology products is emphasized.Peter explains the role of TRM in deploying and optimizing EAM systems, addressing the common frustration of not getting the promised value from these systems.The conversation touches on the need for foundational data and standards in asset management to leverage advanced analytics and AI. The Role of EAM in Digital Transformation Peter highlights the disconnect between operational IT, plant engineering, and maintenance staff in digital transformation projects.The importance of EAM leaders in driving these projects and the challenges they face is discussed.Peter emphasizes the need for maintenance and reliability professionals to get the budget they need to make changes.The conversation concludes with a discussion on the importance of education, collaboration, and innovation in asset management. Conclusion and Contact Information Scott and Peter discuss the importance of telling one's story and the role of Industrial Talk in promoting industry professionals.Peter provides contact information for TRM, including their website and LinkedIn profile.The conversation ends with a reminder of the SMRP event and its significance for asset management professionals.Scott thanks Peter for his participation and encourages listeners to connect with him through Industrial Talk. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! PETER MORROW'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/peter-morrow-62801211/ Company LinkedIn:  https://www.linkedin.com/company/total-resource-management/ Company Website: https://trmgroup.com/ PODCAST VIDEO: https://youtu.be/PG_cC8h2QLE THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions:  https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? Live your business the way you want to live with the BUSINESS BEATITUDES...The Bridge connecting sacrifice to success. YOU NEED THE BUSINESS BEATITUDES! TAP INTO YOUR INDUSTRIAL SOUL, RESERVE YOUR COPY NOW! BE BOLD. BE BRAVE. DARE GREATLY AND CHANGE THE WORLD. GET THE BUSINESS BEATITUDES! Reserve My Copy and My 25% Discount

Manufacturing Happy Hour
289: Beyond the Hype: How Autonomy Is Scaling Across Critical Industries (LIVE from Pittsburgh)

Manufacturing Happy Hour

Play Episode Listen Later May 26, 2026 56:01


20 years ago, automation was a pipe dream for industrial workers, 10 years ago it existed in research and development labs. Now it's fully operational in warehouses, production facilities and even mines.The companies driving robotics forwards are going one step further than developing smarter AI. They're figuring out how to apply that advanced engineering to ‘gritty' manufacturing – and there are few places that understand that world better than the Steel City.Pittsburgh has become an important ecosystem for developing autonomous technologies, the combination of engineering talent and thriving industrial background has turned it into somewhat of a testing ground for physical AI.Recorded in Pittsburgh, Pennsylvania, this was a special live show in collaboration with the Pittsburgh Robotics Network. Chris is joined by three industry leaders to talk about adopting autonomy in critical industries. Brett Phillips is Chief Revenue Officer and General Council at Hellbender, specializing in on-edge AI hardware development. David Griffin is Chief Sales Officer at Seegrid, manufacturer of autonomous mobile robots. Mike Smocer is CEO of Mine Vision Systems, a mining technology company building real-time digital mapping systems for GPS denied environments.They dig into how autonomy is moving beyond one-off projects, and into fully integrated systems. Brett breaks down how the incorporation of sensors and models are shrinking development timelines for autonomous systems and why Pittsburgh's willingness to ‘get their hands dirty' is key. David explains how advances in perception and control systems have pushed AMRs beyond basic pallet moves into large, complex material moves through busy logistics environments. Mike shares how Mine Vision Systems support vital underground decision making with millions of dollars of impact by replacing manual mapping and tribal knowledge with accurate digital records.For anyone considering where robotics and AI can create value inside their operations, thinking about the intersection between advanced software and manufacturing, or curious why Pittsburgh has become so strong in robotics and autonomy, this episode is a look at how three industry leaders are managing that change today.In this episode, find out: • About the technological advances that shifted autonomy from isolated deployments to a broader ecosystem covering manufacturing, logistics, mining and warehouse operations.• How David explains the evolution of AMRs within lifting, going from limited pallet moves to an all-in-one technology capable of moving any material to any location.• Why mid-tier manufacturers are becoming a major driver of autonomy adoption due to labor constraints and the positive impact of this in regional production environments.• What mining looks like without the implementation of automated systems, Mike discusses highly intelligent operators still using coloured pencils and paper to capture critical underground data.• Mining as a tunnel building process with the constant balance of optimizing extraction with breakage vs. how much time and cost is spent processing the material caused by that breakage.• How Hellbender utilizes their expertise and capability to provide an end-to-end service inhouse, getting their customers to market in a matter of months rather than years.• The role of sensors, on-edge AI, and manufacturing capability in accelerating the production of perception systems that serve as the eyes and ears of the autonomy stack.• What the conversation reveals about Pittsburgh's current position as a robotics hub where engineering talent, institutional history and manufacturing culture are allowing them to go head-to-head with the likes of Silicon Valley.Enjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes: • “At the end of the day, we are a software company. The hardware component of our product is essentially a near commodity at this point. It's the navigation systems, the safety systems, the perception systems, the control systems.” – David Griffin • ”There is a transformation involved. There's change management involved. There are workflows that if you disrupt them just because your cool technology solved one little problem, broke 12... There's an approach to developing your technology so that it succeeds not only now, but in the future.” – Mike Smocer• “What's gonna separate us moving forward is the ability to sort of mash this really high-level, very technical engineering with real-world manufacturing. That is where, uniquely, Pittsburgh stands alone.” – Brett Phillips Do you want to connect with other leaders that are moving the needle in manufacturing everyday?Then make sure to join us in the Manufacturing Happy Hour Industry Community on LinkedIn.Apprentice has developed the first AI Agent designed specifically for manufacturing, not adapted from a general model. It connects across your full tech stack, keeps an eye on operations 24/7, and helps automate the mission-critical workflows your team is handling manually today. This isn't “set it and forget it” AI. Your team stays in control of every critical decision, because that's how real manufacturing works.Recommended Resources• Pittsburgh Robotics Network, facilitating commercial business growth and economic development opportunities for the Greater Pittsburgh region's robotics, automation, and vision communities• Seegrid, delivering customized AMR solutions that meet the changing needs of today's manufacturing, logistics, and warehousing facilities• Mine Vision Systems, maximizing efficiency and safety in underground mining operations with real-time 3D mapping technology• HELLBENDER Inc., building mission-critical hardware and software infrastructure for AI-driven perception systems in autonomy, robotics, and industrial applicationsConnect with David, Mike, and BrettDavid Griffin | Mike Smocer | Brett PhillipsMake sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.

The J Curve
Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

The J Curve

Play Episode Listen Later May 26, 2026 57:40


Felipe Carvalho is Co-Founder and Chief Revenue Officer of Camu — an AI workflow automation platform. Previously, Felipe spent 10 years building the global go-to-market organization at Pipefy alongside founder Alessio Alionço, scaling a horizontal workflow platform that serves Volvo, Capgemini, IBM, Accenture, Visa, Santander, Itaú, and thousands of other SMBs and enterprises across Brazil, the US, and beyond. Before Pipefy, he built and scaled the fundraising function at Hospital Pequeno Príncipe — Brazil's largest children's hospital — raising over $20M and growing a team of 50.In this TJC Operators episode, Felipe shares the brutal sales lesson from Pipefy — why selling everything to everyone is a GTM trap that hides inefficiency through inbound demand, and why outbound exposed it overnight. He walks through the "who would be crazy not to buy this" framework from Seth Shaw (former CRO of Airtable) that reshaped Pipefy's outbound motion, how Camu got from 1–2% to 17% to 33% conversion by progressively narrowing focus to a single ERP (SAP Business One) and one specific workflow (invoice intake), why charging monthly with no strings attached was the cleanest way to validate true product-market fit, the Sean Ellis "very disappointed" PMF survey methodology and how Camu hit high-50s on a V1 product, why saying no to massive enterprise RFPs is a superpower in the early days, how Felipe now manages 68 active opportunities solo by using Claude and AI to automate 50–70% of sales back-office work (CRM updates, ROI calculations, proposal generation, deal-power scoring), the FCA (Fact, Cause, Action) framework Pipefy used to run monthly results meetings and why analyzing wins matters as much as analyzing losses, why "building a plane is different from flying a plane" — and why founders should nail the sales playbook themselves before hiring senior enterprise sellers, the shift from selling software-as-a-service to delivering recurring impact and how risk has moved from buyer to seller in the AI era, and the lesson he most wants Brazilian founders to learn about building credibility before the market gives it to you.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.

Business of Story
#569: From Hubspot to Harvard: What Mark Roberge Learned About Scaling That Business School Don't Teach (Until Now)

Business of Story

Play Episode Listen Later May 25, 2026 54:21


Mark Roberge scaled HubSpot from $0 to $100M in revenue as its Chief Revenue Officer — and now teaches founders and operators at Harvard Business School why most growth strategies fail. The answer isn't effort. It's sequence. In this episode, Mark shares his Science of Scaling framework: the four-stage methodology that sequences product-market fit, repeatable sales motion, customer success, and revenue scaling in the right order. He introduces the PMF Threshold — the leading indicator that tells you whether you've actually earned the right to scale — and explains why half of the founders he works with are scaling too early, the other half too late, and almost none know which half they're in. You'll also hear why the best salespeople talk less than 50% of the time, how to build a sales hiring profile from your best customers' patterns instead of resume credentials, and why scaling your sales team before customer success is working destroys retention every time. Mark is the author of The Sales Acceleration Formula and The Science of Scaling, and managing director of Stage 2 Capital. This conversation is essential listening for founders, agency principals, and revenue leaders navigating growth decisions without a clear diagnostic framework. Hosted by Park Howell, creator of the Story Cycle System™ and co-creator of the StoryCycle Genie®.

brandivate radio
Ep. 71 - Kenny Ved from Fossa Apparel

brandivate radio

Play Episode Listen Later May 22, 2026 35:28


You KNOW it's time to drop Ep. 71 of the Between 2 Brands #podcast like it's hot! This week in the Opening Shot, your host, Bill Petrie, talks about the curious move of a shoe manufacturer pivoting 180 degrees to become an AI infrastructure company – a truly bizarre story. After that, he is joined by Fossa Apparel's Chief Revenue Officer, the one and only Kenny Ved. During a thoughtful conversation, they discuss lessons he learned being the face of a large supplier, the goals he has for Fossa, his thoughts on peer recognition, and they debate who should be on the Mount Rushmore of Comedy. Trust us, you don't want to miss this! This episode of Between Two Brands has been brought to you by the good people at CoasterStone – home of the original absorbent stone coaster. With that combination of stone-cold quality, striking decoration, low cost-per-impression, retail packaging, and unmatched value, David Glenn and his team at CoasterStone are ready to help you make a ROCK-SOLID impression with your clients. Email them at promo@coasterstone.com today!

WealthStack
The WealthStack Podcast: AI's Client Engagement Frontier with A.J. De Rosa

WealthStack

Play Episode Listen Later May 22, 2026 37:10


Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with A.J. De Rosa, CEO and co-founder of Intellebox, to explore what separates AI as a feature from it as a firmwide strategy, why agentic workflows are not the same as basic automation, and how compliance may become stronger, not weaker, when AI is designed with the right guardrails. Key takeaways: How client engagement and personalization have become the new bottlenecks in wealth management Why AI needs to evolve from point solutions into agentic operating systems How compliance could become stronger with AI-powered oversight and human review Why the future is not human versus AI, but human judgment plus machine intelligence Why efficiency alone is not a growth strategy for advisory firms Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with A.J. De Rosa: LinkedIn: A.J. De Rosa LinkedIn: Intellebox.ai Website: Intellebox.ai aj@Intellebox.ai  Substack: A.J. De Rosa X: Intellebox.ai About Our Guest: AJ DeRosa is the Co-Founder and CEO of Intellebox.ai, where he leads the company's mission to redefine wealth management through agentic AI and a next-generation client engagement platform. His extensive experience in startup leadership, capital formation, and enterprise scaling has positioned him exceptionally well for this next chapter, building an industry-transforming company at the intersection of AI and wealth advisory. AJ brings over 29 years of revenue and operations leadership across finance, AI, and technology. He joined Intellectus Partners as a Partner and CEO-in-Residency, specifically recruited to incubate and launch Intellebox.ai. During his time at Intellectus, AJ helped shape the firm's growth strategy while architecting the vision, commercial model, and market approach that became the foundation of Intellebox. Before launching Intellebox.ai, AJ played integral roles in five venture-backed startups. Most recently, as Chief Revenue Officer and Section 16 Officer at Evolv Technologies, he helped lead the company through hyper-growth and its successful NASDAQ public listing in 2021. Prior to Evolv, AJ served as Chief Revenue Officer at Orbital Insight, where he secured over $120 million in venture capital from firms including Sequoia, Google Ventures, and Lux Capital, relationships he continues to support as an advisor. Earlier, AJ spent more than a decade at Eze Software Group, where he contributed to major private equity transactions and served as Co-Head of Global Sales, solidifying his deep roots in the investment management and hedge fund ecosystem. AJ holds a B.S. in Economics from Lehigh University.

CRO Spotlight
CRO Hiring Potholes & The Shift to RevOps with Mark Roberge

CRO Spotlight

Play Episode Listen Later May 21, 2026 56:51


In this episode of the CRO Spotlight podcast, Warren Zenna sits down with Mark Roberge of Stage Two Capital to dissect the inflection points of scaling a go-to-market team. They explore common pitfalls founders face when hiring a revenue leader. Mark emphasizes aligning a candidate's background with the company's maturity stage rather than focusing strictly on brand-name resumes or simple industry experience to ensure a highly effective hire.The conversation shifts to defining the responsibilities of a Chief Revenue Officer. Warren and Mark distinguish between someone managing a traditional sales function and an executive capable of architecting a comprehensive revenue engine. They discuss why forcing a standard sales leader into a transformational role fails. True growth requires a leader who breaks down silos across marketing, sales, customer success, and revenue operations.Mark outlines his predictions regarding the impact of artificial intelligence on the broader go-to-market landscape. He describes a phased evolution where AI initially optimizes selling time and coaching, eventually transitioning to autonomous agents handling the buying and selling processes. This technological shift will force companies to rethink standard organizational boundaries to maximize system efficiency and maintain a competitive advantage.The episode concludes with a discussion regarding mental health in the executive space. Mark explains his decision to dedicate his recent book's proceeds to mental health initiatives, addressing the lingering stigma in professional environments. By discussing his experiences, he highlights the absolute necessity of humanizing leadership. Both agree that addressing these challenges directly creates stronger, more resilient corporate cultures.

HousingWire Daily
Tim Quirk on the Purlin/Final Offer merger

HousingWire Daily

Play Episode Listen Later May 20, 2026 18:45


On today's sponsored episode, Editor in Chief Sarah Wheeler talks with Tim Quirk, cofounder and Chief Revenue Officer at Purlin, to talk about the merger between Purlin and Final Offer, which provides a compliant, connected transaction. Related to this episode: Purlin and Final Offer merge to launch unified AI real estate platform HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ More info about HousingWire The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

The Options Insider Radio Network
OIC 2026: State of the Industry: Inside the Data and Beyond the Tape

The Options Insider Radio Network

Play Episode Listen Later May 20, 2026 49:26


The options tape is noisy. Intraday volatility cycles, 0DTE reflexes, ETF-driven options growth, and increasingly granular expiration schedules are reshaping how liquidity forms, migrates, and occasionally disappears. This session examines where activity is truly concentrating across index and single-stock products, including the continued expansion of daily expirations into select equities, and how that evolution is influencing spreads, hedging behavior, market-maker capacity, and risk transfer. Panelists will explore how product design is steering flow through defined outcome ETFs, single-stock ETFs, cash-settled index expansion, and targeted daily expirations and discuss what these structural shifts imply for market stability, education, and liquidity quality over the next 12–24 months. Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets Panelists: Annabelle Baldwin, Chief Revenue Officer, SpiderRock Shelly Brown, Executive Vice President, Chief Strategy Officer, MIAX Geralyn Endo, Head of Options Business Development, MEMX This panel is proudly sponsored by OCC.

For Better Self & Net Worth
Clues to Success and Travel Marketeering with Joshua Harrell

For Better Self & Net Worth

Play Episode Listen Later May 19, 2026 47:19


Explore Joshua Harrell's inspiring story of entrepreneurship, travel passion, and marketing mastery. Discover how embracing failure, understanding sales, and leveraging systemized marketing can transform your business and personal life in this discussion. As the current Chief Revenue Officer at WorldVia, Joshua takes on on his journey to success as he began working in theme parks to cosmetics and to traveling the world. Connect with Joshua: https://www.linkedin.com/in/joshuaharrell/ http://worldviatravelnetwork.com/

Cloud Wars Live with Bob Evans
Google Cloud's Matt Renner on Why Enterprise AI Demand Is Exploding

Cloud Wars Live with Bob Evans

Play Episode Listen Later May 19, 2026 12:48


In this Cloud Wars conversation, Bob Evans speaks with Matt Renner, Chief Revenue Officer at Google Cloud, about the explosive acceleration of enterprise AI adoption and how Google Cloud is scaling to meet it. Renner explains why customers are demanding immediate business outcomes, not experimental pilots years down the road, and shares Google Cloud's response through expanded field engineering investments, ecosystem funding, and deeper enterprise co-creation. The discussion also explores Google's differentiated AI stack strategy, the intensifying competitive landscape, and why AI security could become one of the industry's most significant next battlegrounds.Google's AI Scaling Play The Big Themes: AI Demand Has Moved Beyond Experimentation: Matt Renner makes clear that enterprise AI has entered a fundamentally different phase. Companies are no longer satisfied with proof-of-concept experimentation or exploratory pilots. Instead, executive teams want measurable business value quickly. This urgency is reshaping vendor expectations, deployment models, and customer engagement strategies. Google Cloud is seeing demand at a pace that traditional scaling models cannot satisfy, which is driving operational changes. This is not a speculative future trend, it is already happening. The $750 Million Ecosystem Expansion Multiplies Capacity: Google Cloud's $750 million ecosystem investment complements the FDE initiative by scaling partner-led implementation capacity. Renner explains that Google alone cannot meet enterprise AI demand, so partner ecosystems become force multipliers. The strategy is to expand from hundreds of specialists into thousands of technical practitioners capable of building agents, workflows, and AI-powered solutions. This reflects a practical recognition that enterprise AI requires broad execution capability, not just core platform excellence. The AI Market Reset Is Reshaping Cloud Competition: Renner describes AI as a market reset that is materially changing competitive cloud dynamics. Google Cloud's growth rates, contrasted against hyperscaler rivals, are presented as evidence that strategic positioning matters. The broader takeaway is that AI has altered enterprise buying criteria, infrastructure priorities, and vendor differentiation. Long-term investments in chips, models, data infrastructure, and platform integration are beginning to show commercial returns. Rather than incremental cloud evolution, Renner presents this as a structural shift in the market. Enterprises are reallocating attention and budgets around AI capability. The Big Quote: “We're seeing unprecedented demand for Google Cloud products infrastructure, all driven, frankly, from AI." More from Matt Renner and Google Cloud: Connect with Matt Renner on LinkedIn or learn more about Google Cloud AI. Visit Cloud Wars for more.

Cloud Wars Live with Bob Evans
Google Cloud Launches AI FDE's to Accelerate AI Transformation

Cloud Wars Live with Bob Evans

Play Episode Listen Later May 19, 2026 4:17


In today's Cloud Wars Minute, I look at how Google Cloud is pairing technical innovation with go-to-market execution to fuel AI growth. Highlights 00:00 — One of the fastest-growing companies in the Cloud Wars Top 10 is Google Cloud, and it has just launched a program of Forward Deployed Engineers (FDEs), specializing in AI to help accelerate AI transformation at the point of the customer. 00:46 — I had a chance to speak about this new AI FDE program with Matt Renner, President and Chief Revenue Officer at Google Cloud, and he was talking about how this brings the innovation out at the point of the customer, the unique challenges customers are facing right now. 01:38 — It isn't Google Cloud's attempt to get into the services business so much as this is what the demand is from customers now: they need to get their AI capabilities up to speed as quickly as possible to become the AI-powered type of company they're going to need to be. 02:25 — Google Cloud, as I've mentioned before, has always been an on-the-front-edge technological innovator, but over the past couple of years, it's been bringing its go-to-market capabilities and go-to-market innovation up. 03:36 — These efforts are going to be ways to help ensure that customers have the support, the resources, the expertise from Google Cloud and the ecosystem to be able to evolve, innovate, and succeed more rapidly than ever before. Visit Cloud Wars for more.

Conflict Managed
Ep 211, Breathe: Practicing Mental Hygiene

Conflict Managed

Play Episode Listen Later May 19, 2026 55:20 Transcription Available


This week on Conflict Managed we welcome Shalin Desai. Together we explore: Trying to escape vs. learning the skills to navigate difficult situations Learning and practicing The Art of Living breathing What is within our control Training your mind The role of emotions at work The connection between breath and emotions Emotional regulation: how? Taking the mental “trash” out regularly Conflict Managed is available wherever you get your podcasts and on YouTube @3pconflictrestoration   Shalin Desai is the Director of Programs for the Art of Living Foundation, one of the world's largest nonprofit organizations, whose initiatives have positively impacted over 500 million people across 180+ countries. With more than 25 years of experience teaching breathwork and meditation, Shalin is known for integrating ancient wisdom with modern leadership and well-being practices. He also serves as Chief Revenue Officer of Sri Sri Tattva, a global wellness brand offering natural and Ayurvedic products that promote holistic health through a blend of tradition and science. For over 15 years, Shalin has designed and delivered corporate leadership and wellness programs for organizations including Microsoft, Dell, Boston Consulting Group, Accenture, Salesforce, Eli Lilly and Company, and Merck & Co. His work helps leaders and teams manage stress, build resilience, and cultivate mental clarity while reconnecting with a deeper sense of purpose. Shalin is known for his Intuitive Life Scan, a breakthrough approach in which trained guides provide unbiased insights into an individual's current situation. A highly engaging speaker known for his relatable storytelling and humor, Shalin inspires audiences with practical techniques they can apply immediately to improve focus, leadership, and overall well-being. Shalin holds a degree in Supply Chain Management from the State University of New York and lives in Indianapolis with his wife and two children. Conflict Managed is produced by Third Party Workplace Conflict Restoration Services and hosted by Merry Brown.

CONNECT by California MBA
People First, Technology Behind the Scenes | Neil Armstrong, CRO of Indecomm | Connect Podcast

CONNECT by California MBA

Play Episode Listen Later May 18, 2026 28:06


The mortgage industry has been talking about AI and automation for years — but where is it actually delivering results today? In this episode of Connect, California MBA CEO Paul Gigliotti sits down with Neil Armstrong, newly appointed Chief Revenue Officer of Indecomm, to dig into the real-world mechanics of operational automation in mortgage lending. Neil brings a rare perspective — 20+ years in the industry, including time on the lender side at PHH and Citi Mortgage — and he's not here to sell buzzwords. He's here to talk process, ROI, and what it actually takes to build a scalable lending operation. From machine learning-based document classification to automated underwriting, from breaking down operational silos to the critical role of change management, Neil lays out exactly what's working, where lenders get stuck, and what the next wave of agentic AI looks like inside the mortgage lifecycle. In this episode: • Why cost-per-function analysis is replacing headcount as the efficiency benchmark • How Indecomm's IDX system is cutting title review from 38 minutes to 3 and appraisal review from 40 minutes to 6 • The 60% lift in underwriter productivity — and how automated underwriting is getting there • Why you can't automate a bad process (and what to fix first) • Change management as the #1 deployment killer — and how to get buy-in from the top down • The difference between deterministic rules, machine learning, and true generative AI (and why it matters) • What's coming next: agentic AI as a digital assistant for auditors and underwriters • The human-technology balance — why borrower-facing automation isn't the goal Connect is the California MBA's podcast where strategy, innovation, and leadership come together to shape the future of mortgage finance. Subscribe for new episodes featuring the voices driving the industry forward.

Sales Lead Dog Podcast
Why Most Salespeople Fail at Listening | Darren Haygood on Sales, CRM & Leadership

Sales Lead Dog Podcast

Play Episode Listen Later May 13, 2026 38:55


Why do so many sales conversations fail before they even begin? In this episode of Sales Lead Dog, Christopher Smith sits down with Darren Haygood, Chief Revenue Officer and Managing Partner at Streamline Auto Solutions, to talk about the real skills behind successful sales leadership, customer relationships, and long-term business growth. With more than 25 years of experience across OEM, dealership, and automotive SaaS organizations, Darren shares practical lessons on leadership, active listening, CRM adoption, customer experience, and building authentic client relationships that last. From launching innovative automotive technology solutions to leading high-performing sales organizations, Darren explains why the best salespeople focus less on pitching products and more on understanding problems. The conversation also explores mentorship, leadership development, CRM implementation challenges, and why trust still matters more than technology in modern sales. If you work in sales, automotive, leadership, CRM, SaaS, or customer experience, this episode offers practical insights you can apply immediately. What You'll Learn • Why active listening is the most important skill in sales • How top salespeople build trust and credibility faster • Why product demos fail when done too early • How to identify the real customer problem before selling • The role mentorship plays in leadership development • Why most companies fail to fully utilize their CRM systems • How authenticity improves long-term client relationships • Why education works better than hard selling • Leadership lessons from automotive SaaS and dealership operations • How process and technology should improve customer experience Guest Information Darren Haygood Chief Revenue Officer and Managing Partner, Streamline Auto Solutions Proud father of four, adventure enthusiast, triathlete, and automotive SaaS sales executive with 25+ years of experience across OEM, dealer, and digital marketing organizations. Darren focuses on driving meaningful change for dealers through technology solutions, data insights, and scalable processes that improve the customer experience. Connect with Darren Haygood: LinkedIn: https://www.linkedin.com/in/darrenhaygood/ Learn more about Streamline Auto Solutions: https://streamlineautosolutions.com/ About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:

Self-Funded With Spencer
Advanced Primary Care 101 (With Ben Miller)

Self-Funded With Spencer

Play Episode Listen Later May 12, 2026 58:17


"Employers are at a point where they want to help create that ideal healthcare system, not the one that they have been dictated to."Is your company's health plan actually keeping your employees healthy, or is it just waiting for them to get sick?My guest this week is Ben Miller, Chief Revenue Officer at Premise Health, the nation's largest direct healthcare provider operating over 850 onsite and near-site wellness centers. Ben joins the show to discuss why the traditional fee-for-service model is failing both employers and employees, and how Advanced Primary Care is stepping in to serve as the new "front door" to the healthcare system.In this episode, we break down what Advanced Primary Care actually entails, from integrated behavioral health and lifestyle medicine to onsite pharmacies offering 90-day prescriptions for $1. Ben shares the results of a massive Milliman study showing how this model reduces total claims costs by an astonishing 30%. We also cover how employers of various sizes can implement near-site clinics, address employee privacy concerns, and utilize Epic-integrated care navigation to guide patients to high-quality, cost-effective specialists.If you are an employer or benefits consultant looking for a proven strategy to bend the cost curve while delivering an incredible healthcare experience to employees, this episode is a must-listen.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit https://www.paretohealth.com/fully-insured-vs-self-funding-with-paretohealth-spencer-podcast/?utm_source=youtube&utm_medium=referral&utm_campaign=SelfFundedwSpencer to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:(00:00:00) Intro: The Shift Towards Advanced Primary Care (00:00:33) Meet Ben Miller & Premise Health (00:02:17) Defining Advanced Primary Care, On-Site, and Near-Site Clinics (00:05:06) Ben's Journey from Kaiser Permanente to Premise Health (00:10:32) The Breaking Point: Why Employers are Flocking to APC (00:16:07) How to Build and Customize an On-Site Clinic (00:20:11) Creating the "Front Door" to Healthcare & Navigating GLP-1s (00:25:20) Integrating Behavioral Health & Lifestyle Medicine (00:28:29) The On-Site Pharmacy Experience ($1 Medications) (00:30:22) Overcoming the "Big Brother" Privacy Stigma (00:32:36) The Milliman Study: Proving a 30% Reduction in Claims Cost (00:36:12) Group Size Requirements & The Power of "Coopetition" (00:39:35) Managing Catastrophic Risk & Epic Care Navigation (00:43:43) Expanding the Clinic: PT, Dental, and Vision Services (00:49:54) How Claims & TPA Integration Actually Work (00:52:33) Closing Thoughts: The Future of Employer-Sponsored CareKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later May 11, 2026 74:17


Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company.  AGENDA: 0:00 – How Jude Law Generated $50 Million in Qualified Pipeline 4:00 – Why Implementation is Your Secret Weapon to Win in AI 5:50 – Why AI Enterprise Sales Require "Legal Engineers" 7:45 – The 6-Figure Rule: When Should Humans Control Sales 12:55 – Is Legora Vastly Overvalued at $5.5BN?  15:45 – How to do global expansion in a world of AI 18:00 – How to Win Supremely Competitive Markets 24:45 – Why Giving Your Product Away for Free is a Death Sentence 33:55 – Legora's Onboarding and Training Playbook for Sales Teams 38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days 46:30 – How to Structure Sales Commissions in a World of AI 49:40 – How to do Revenue Forecasting in a World of AI 1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?    

Entrepreneurs on Fire
The Funding Secret Most Small Business Owners Don't Know About And How It's Changing the Game with Jake Lerner

Entrepreneurs on Fire

Play Episode Listen Later May 7, 2026 20:03


Jake Lerner has served as Chief Revenue Officer for Revenued since 2020. He oversees all sales channels and focuses on growing our direct to consumer initiative in addition to building relationships with Strategic Partners and innovating new products. Prior to Revenued he was the President of Vantage Capital and spent 4 years with Fora Financial. Top 3 Value Bombs 1. Access to capital is often easier than entrepreneurs think; the real barrier is misunderstanding the options and timelines. 2. Revenue-based funding shifts the focus from personal credit scores to actual business performance and cash flow. 3. The right funding strategy isn't about the cheapest option; it's about aligning capital with your business model and growth goals. Check out Jake's website. Fill out the form and get working capital for your business quickly - Revenued Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Hostinger - Visit Hostinger.com/ONFIRE, use code ONFIRE for 20% off, and build your site today.

The Agile World with Greg Kihlstrom
#855: Fullstory President Jason Wolf on moving from observation to actively assisting digital customers

The Agile World with Greg Kihlstrom

Play Episode Listen Later May 6, 2026 19:55


What's the bigger blind spot for most brands' digital experience: knowing that a customer is struggling, or understanding why and being able to help them in that exact moment? Agility requires not just identifying customer friction quickly, but having the tools to resolve it in the moment. It's about shortening the gap between insight and action to create better experiences, faster.Today, we're going to talk about a strategic evolution in digital experience management: moving beyond passively observing user behavior to actively intervening and guiding users toward success, directly within the product. We'll explore how this shift is being accelerated by strategic acquisitions and how it empowers product, marketing, and CX teams to solve problems in real time.To help me discuss this topic, I'd like to welcome, Jason Wolf, President at Fullstory. About Jason Wolf Jason Wolf is an accomplished technology executive with over two decades of experience driving strategic growth and operational excellence across the technology sector. As President of Fullstory, Jason leads sales, customer success, support, professional services, partnerships, and revenue operations.Before joining Fullstory, Wolf served as Ping Identity's Chief Revenue Officer, leading an international team that cemented the company's position in intelligent identity solutions that make digital experiences secure and seamless. Preceding his time at Ping Identity, Wolf spent over 15 years at SAP, where he held several executive positions, ultimately culminating in his role as CRO, overseeing the business's spending management and network line. His career also includes valuable experiences at Pfizer Pharmaceuticals and as a consultant for Ernst and Young. Jason Wolf on LinkedIn: https://www.linkedin.com/in/jason-wolf-ismatsap/ Resources Fullstory: https://www.fullstory.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873f Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

The Agile World with Greg Kihlstrom
#855: Fullstory President Jason Wolf on moving from observation to actively assisting digital customers

The Agile World with Greg Kihlstrom

Play Episode Listen Later May 6, 2026 22:25


What's the bigger blind spot for most brands' digital experience: knowing that a customer is struggling, or understanding why and being able to help them in that exact moment? Agility requires not just identifying customer friction quickly, but having the tools to resolve it in the moment. It's about shortening the gap between insight and action to create better experiences, faster.Today, we're going to talk about a strategic evolution in digital experience management: moving beyond passively observing user behavior to actively intervening and guiding users toward success, directly within the product. We'll explore how this shift is being accelerated by strategic acquisitions and how it empowers product, marketing, and CX teams to solve problems in real time.To help me discuss this topic, I'd like to welcome, Jason Wolf, President at Fullstory. About Jason Wolf Jason Wolf is an accomplished technology executive with over two decades of experience driving strategic growth and operational excellence across the technology sector. As President of Fullstory, Jason leads sales, customer success, support, professional services, partnerships, and revenue operations.Before joining Fullstory, Wolf served as Ping Identity's Chief Revenue Officer, leading an international team that cemented the company's position in intelligent identity solutions that make digital experiences secure and seamless. Preceding his time at Ping Identity, Wolf spent over 15 years at SAP, where he held several executive positions, ultimately culminating in his role as CRO, overseeing the business's spending management and network line. His career also includes valuable experiences at Pfizer Pharmaceuticals and as a consultant for Ernst and Young. Jason Wolf on LinkedIn: https://www.linkedin.com/in/jason-wolf-ismatsap/ Resources Fullstory: https://www.fullstory.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873f Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Best of The Steve Harvey Morning Show
Brand Building: Artist Development, she uses her platform to educate, empower, and elevate artists and collectors alike.

Best of The Steve Harvey Morning Show

Play Episode Listen Later May 6, 2026 37:27 Transcription Available


Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.

Masters of Scale: Rapid Response
Pioneers of AI: What is agentic commerce? Stripe's CRO of AI explains.

Masters of Scale: Rapid Response

Play Episode Listen Later May 6, 2026 30:54


What does a former skydiver have to say about getting started with AI? Go ahead and jump! While Maia Josebachvili doesn't spend her free time leaping out of airplanes these days, she still is a firm believer in taking calculated risks. It's a mindset that's followed her to her role as Chief Revenue Officer of AI at Stripe, a financial services platform at the forefront of agentic commerce. On this Pioneers of AI episode, Josebachvili makes the case for AI chat-enabled shopping, examines the risks of commodification in an AI-driven future, and explains how agentic commerce can unlock new customers for merchants of every size.Check out Pioneers of AI: https://swap.fm/l/pioneersofaiVisit the Rapid Response website: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sales Game Changers | Tip-Filled  Conversations with Sales Leaders About Their Successful Careers
Celebrating Gina's Stracuzzi's "Success Was Never the Hard Part" and Its Meaning for Women in Sales

Sales Game Changers | Tip-Filled Conversations with Sales Leaders About Their Successful Careers

Play Episode Listen Later May 6, 2026 19:42


This is episode 837. Read the complete transcription on the Sales Game Changers Podcast website. Watch the video of this podcast on YouTube here. The Sales Game Changers Podcast was recognized by YesWare as the top sales podcast. Read the announcement here. FeedSpot named the Sales Game Changers Podcast at a top 20 Sales Podcast and top 8 Sales Leadership Podcast! Subscribe to the Sales Game Changers Podcast now on Apple Podcasts! Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! On today's show, Fred meets with Gina Stracuzzi, President and Chief Revenue Officer of the Center for Elevating Women in Sales Leadership at the IEPS and author of Success was Never the Hard Part: Setbacks, Comebacks and the Rise of Women in Sales Leadership, and Tamara Greenspan, Senior Vice President of Government, Defense, and Intelligence, Federal Sales at Oracle. Get your copy of the book here. Find Gina on LinkedIn. Find Tamara on LinkedIn.  GINA'S TIP: "Being successful isn't the hard part for women. We can sell, we can lead, we've proven that again and again. It's everything around that, the expectations, the responsibilities, and the roadblocks, that make it harder than it needs to be." TAMARA'S TIP: "The most important thing is to raise your hand. Take a risk, even when it feels uncomfortable, because that's how you gain experience, expand your network, and move your career forward."