Podcasts about revenue operations

Warren Zenna is joined by Eric Steele, CRO at SIB, to pull back the curtain on the often-chaotic reality of stepping into your first Chief Revenue Officer role. Eric shares why these initial appointments are rarely "sexy" and often come with significant organizational challenges that others might avoid. They discuss the mental shift required to move from a sales leader to a true executive, treating the first role as a critical lab for learning.The conversation digs into the paramount relationship between the CRO and the CEO, which Eric describes as the ultimate unlock for success. He explains how to build a foundation of trust that allows for healthy disagreement and strategic alignment. By positioning yourself as an integrator of the CEO's vision rather than just a department head, you can secure the autonomy and resources necessary to navigate the high-pressure environment of private equity.Eric also highlights the strategic necessity of financial fluency, emphasizing that a CRO must speak the language of the CFO to be taken seriously. They discuss the common friction point of Revenue Operations and why this function must report to the revenue leader to drive growth rather than just board reporting. Eric argues that alignment on EBITDA and margins is just as important as hitting sales targets when you are operating at the C-suite level.The episode concludes with a look at how SIB uses AI-driven "spend ontologies" to help companies find hidden capital. Eric describes how their SpendBrain technology identifies deep errors in invoices—from waste hauling to logistics—allowing CEOs to fund new hires and technology through recovered savings. By combining human expertise with "kinetic cost control," Eric shows how modern CROs can impact the bottom line by turning the tables on a spend-more world.

This episode is brought to you by B2B Better. Ross helps businesses prove that their marketing is driving revenue — and that's exactly the problem we help B2B service businesses solve with video-first podcasts. We build content systems that don't just generate attention, they generate pipeline your sales team can actually point to. Visit b2bbetter.com to see how we do it differently. Your thought leadership campaign is running. People are watching, listening, and engaging — but when your CFO asks if it's actually driving revenue, you've got nothing to say. In this episode of Pipe Dream, host Jason Bradwell sits down with Ross Breckenridge, Managing Director of Breckenridge and HubSpot Platinum Partner, to tackle the attribution problem that almost every B2B marketing team has but nobody wants to admit. Ross's core point is clear: this isn't a marketing problem. It's a business problem. Until your marketing, sales, and customer success teams are operating from a single unified strategy and a single tech stack, you'll never get the visibility you need. The conversation starts where Ross always starts with clients: customer journey mapping. Before you touch an attribution model, you need to understand where each content asset sits in the buying process — lead gen, nurture, sales enablement, or renewals. Most companies skip this step and end up measuring the wrong things entirely. From there, Ross unpacks the dark funnel and explains why the HubSpot Campaigns tool is the home of the marketer's attribution reporting. Bundle your content assets into one campaign, track who was created as a new contact and who was simply influenced along the way, and map that all the way through to closed-won revenue — including renewals that happen two years after someone first engaged. But none of it works if sales is living in a different system. The connection between content and revenue only becomes visible when marketing, sales, and customer success are using the same tools and held to the same SLAs. One client found that leaving a lead for more than 48 hours dropped their conversation rate from 70% to 20%. That kind of clarity only exists when everyone is looking at the same data. If you're tired of defending your content budget with correlation and vibes, this episode gives you the framework to fix it for good. Chapter Markers 00:00 - Introduction: Ross Breckenridge and Breckenridge Agency 02:00 - HubSpot onboarding, integrations, and the RevOps focus 04:00 - Is attribution a tools problem, a strategy problem, or the wrong metrics? 05:00 - Customer journey mapping as the foundation of all attribution 06:00 - Picking one attribution model and staying consistent 08:00 - The dark funnel: what it is and how HubSpot brings it to light 10:00 - Content-sourced vs content-influenced pipeline: the key difference 11:00 - The HubSpot Campaigns tool as the marketer's attribution home 13:00 - Connecting content consumption to leads, deals, and closed revenue 15:00 - Why attribution is a business problem, not a marketing problem 16:00 - Building the business case to get sales and CS on the same page 17:00 - SLAs, shared accountability, and the 48-hour lead follow-up rule 19:00 - Working in silos vs being more than the sum of your parts 21:00 - AI, buyer research, and why being genuinely helpful never changes 23:00 - Where to find Ross and learn more about Breckenridge Useful Links Connect with Jason Bradwell on LinkedIn Connect with Ross Breckenridge on LinkedIn Visit Breckenridge — HubSpot Platinum Partner and RevOps specialists Email Ross directly at ross@breckenridgeagency.com Explore the HubSpot Campaigns tool for attribution reporting Explore B2B Better website and the Pipe Dream podcast

In this episode of the CRO Spotlight, Warren Zenna sits down with Miya Mee-Lee Dias, Co-Founder of Beyond The Script, to discuss a transformative approach to sales training. Miya shares her unique background blending health science with performance arts, explaining how traditional methodologies often fail because they ignore the human element. She introduces the concept of the "sales gym," where reps practice role-plays like actors preparing for a scene, stripping away bad habits to build authentic character and confidence in their delivery.Warren and Miya dive deep into the parallels between professional acting and high-performance sales. They explore the idea that every salesperson brings personal "baggage" and history that influences their communication style. Miya explains that true proficiency isn't about memorizing lines but about internalizing the script to project a genuine persona. The conversation highlights the importance of adaptability, showing how top performers maintain a "beginner's mind" and remain open to molding their approach regardless of their experience level.A critical portion of the discussion centers on the elusive trait of coachability. Miya reveals her methods for identifying whether a rep is truly ready to learn, often spotting resistance through subtle cues like tone of voice and body language. The dialogue challenges Revenue Leaders to look beyond metrics and address the holistic human factors driving performance. They discuss the necessity of understanding a rep's intrinsic motivations and personal history to unlock their full potential and drive sustainable behavioral change.As technology automates more transactional aspects of business, Warren and Miya argue that human connection and emotional intelligence are becoming the ultimate competitive advantages. They emphasize that modern CROs must develop the "muscle" to have difficult, personal conversations with their teams to foster trust and growth. The episode concludes with a look at the intersection of creativity and business, encouraging leaders to embrace a coaching mindset that empowers their organizations through genuine human development.

In this dynamic episode of the Developing the Leader Within Podcast, we are joined by Rich Bishop, the VP of Revenue Operations at Order Groove and host of the Mid Game Mindset podcast. Rich brings over 15 years of experience in revenue operations, finance systems, and go-to-market strategies, sharing insights on why most sales strategies fail and how effective leaders navigate the mid-game of sales.Rich emphasizes the critical importance of alignment within executive teams and how misalignment can derail customer experiences. He discusses the common pitfalls leaders face when transitioning from tactical execution to strategic oversight, especially during key growth inflection points. Through his extensive career, Rich has witnessed firsthand how the environment in which sales teams operate can dictate their success, highlighting the need for structured processes and support systems.You will learn the following:1. The significance of alignment within executive teams and its impact on customer journeys. 02:422. How to identify and address strategic disconnects that hinder execution. 05:303. The importance of structured processes for onboarding and supporting sales reps. 07:444. Mindset shifts required for successful sales leaders transitioning from individual contributors. 09:545. The balance between leveraging technology and fostering human relationships in sales. 12:56To get in contact with Rich: LinkedIn: ⁠https://www.linkedin.com/in/richbishop2Website: ⁠⁠⁠⁠⁠http://www.midgameconsulting.comPodcast: ⁠https://www.youtube.com/@TheMidgameMindsetThis episode is sponsored by   Triad Leadership Solutions  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://triadleadershipsolutions.my.canva.site⁠⁠⁠⁠⁠⁠⁠Our podcast is sponsored by   The Global Trends MagazineWebsite: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.gc-bl.org/global-trends⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Outlier Project   Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://theoutlierproject.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ascend MeditationsWebsite: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.ascendmeditations.app⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chop AiWebsite: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.chopai.app⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Castle and Compass AdventuresWebsite: ⁠⁠⁠⁠⁠⁠⁠https://castle-and-compass-adventures.com⁠⁠⁠⁠⁠⁠⁠Bonefrog Coffee CompanyWebsite: ⁠⁠⁠⁠⁠⁠⁠https://bonefrogcoffee.com⁠⁠⁠⁠⁠⁠⁠Coupon code: DTLW BoomcasterWebsite: ⁠⁠⁠⁠⁠⁠https://www.boomcaster.com/⁠⁠⁠⁠⁠⁠SupaPassWebsite: ⁠https://supapass.com⁠Make sure to Catch us streaming on Roku and Amazon Fire TV on the Purpose Place Network.Also catch our Exclusive Members only content “Going Deeper Within” on the Lions Guide Academy.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.lionsguide.com/gdw⁠⁠⁠⁠⁠

In this episode, Jeff is joined by Stuart Watson, Head of Revenue Operations at ResolveAI, to unpack how modern AI workflows are changing what's possible in RevOps.From deploying hundreds of autonomous agents to clean and qualify messy account data, to using Claude Code to cut territories, build internal tools, and replace legacy dashboards, Stuart shares real-world examples of how AI can close data gaps instead of waiting for them to be fixed.The conversation explores why “AI-ready data” doesn't mean perfect data, how agentic workflows are turning RevOps leaders into digital workforce managers, and what skills will matter most as AI becomes embedded in go-to-market operations.

Predictable revenue doesn't come from a better forecast; it comes from better habits. If you are tired of searching for new tools while ignoring the daily disciplines that actually drive growth, this conversation is for you. Knownwell's Courtney Baker joins David DeWolf and Mohan Rao to move Revenue Operations from theory to the calendar. They break down the specific "battle rhythms"—like weekly portfolio triage and monthly capacity reviews—that move your team from reactive scrambling to proactive, data-driven execution. We also share the second half of Pete Buer's conversation with NYU Professor Dr. Vasant Dhar, who explains his "Trust Heat Map" and why the high variability of Large Language Models remains a major hurdle for business adoption. All of that PLUS, Pete also steps in to dissect Deloitte's controversial decision to replace traditional job titles with alphanumeric codes, a clear signal that AI is collapsing the traditional consulting pyramid. Watch the full episode on YouTube: https://youtu.be/MXUfRnq1ylk  Register for our 2/25 webinar on RevOps for the Full Client Lifecycle: Knownwell.com/revops

Text us your thoughts on the episode or the show!Balancing change and continuity in Marketing Ops is one of the hardest things to get right, especially in global organizations with fast-moving goals and limited resources. In this episode of Ops Cast, Michael Hartmann is joined by Adele Kurki, Senior Marketing Operations Lead at Aiven.Adele shares how she has led global Marketing Ops teams through major shifts like funnel redesigns, go-to-market evolution, and operational transformations. She opens up about the challenges of driving technical change while keeping the engine running, the importance of transparency in distributed teams, and the real limits of frameworks like Agile.The conversation covers how to lead change without disrupting execution, communicate with executive stakeholders, and create a growth path for your team in a high-pressure environment. If you are in the middle of building or rebuilding a Marketing Ops function, this one will hit close to home.What you will learn: • How to manage run versus change in Marketing Ops • Why transparency matters more in global teams • When Agile helps and when it gets in the way • The risks of layering transformation on top of BAU • Tips for earning leadership buy-in • How to help your team grow during times of fluxBe sure to subscribe, rate, and review Ops Cast. Join the community at MarketingOps.com for more conversations like this.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals MarketingOps.com is curating the GTM Ops Track at Demand & Expand (May 19-20, San Francisco) - the premier B2B marketing event featuring 600+ practitioners sharing real solutions to real problems. Use code MOPS20 for 20% off tickets, or get 35-50% off as a MarketingOps.com member. Learn more at demandandexpand.com.Support the show

Text us your thoughts on the episode or the show!In this episode of Ops Cast, we dig into what it really takes to build demand generation and revenue marketing capability inside a large enterprise organization.Michael Hartmann is joined by Rachel Roundy, Product Marketing Lead for AI at Snowflake. Before Snowflake, Rachel spent more than four years inside a legacy enterprise technology company, where she helped lead a cross-functional tiger team tasked with building modern demand generation and revenue marketing capabilities at scale.This conversation explores the reality of enterprise marketing, where strategy and execution often live far apart, tech stacks are outdated, ownership is fragmented, and meaningful change must happen without direct authority. Rachel shares what it was like working inside systems that felt frozen in time, uncovering unused or partially implemented tools, and compensating for missing fundamentals like attribution and source tracking through manual processes and spreadsheets.You will hear how marketing and operations teams often struggle to understand each other's worlds, why that gap persists in large organizations, and what happens when those two sides finally align. Topics covered include: • Building demand generation inside large enterprises • Leading cross-functional change without formal authority • The gap between marketing strategy and operational execution • Working around outdated or underutilized tech stacks • Lessons from enterprise transformation efforts • How marketers and ops teams can become better partnersThis episode is especially relevant for Marketing Ops, Demand Gen, and Revenue Marketing leaders working inside complex, legacy organizations who are trying to modernize systems, processes, and mindsets.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals MarketingOps.com is curating the GTM Ops Track at Demand & Expand (May 19-20, San Francisco) - the premier B2B marketing event featuring 600+ practitioners sharing real solutions to real problems. Use code MOPS20 for 20% off tickets, or get 35-50% off as a MarketingOps.com member. Learn more at demandandexpand.com.Support the show

Send us a textGuest: Lara Shackelford, SVP of Growth Marketing at iCapital -- Most SaaS companies are investing heavily in AI, yet many struggle to see meaningful ROI. In this episode of SaaS Backwards, Lara Shackelford—SVP of Growth Marketing, MarTech, and CRM at iCapital—breaks down why AI initiatives fail without the right systems, governance, and change management.Lara explains how AI-powered revenue systems should be designed across the full customer lifecycle, from demand generation through customer success. She introduces the concept of “agent sprawl,” outlines why AI readiness assessments are critical before scaling automation, and shares practical examples of signal-based marketing and sales automation that actually work.This conversation is essential listening for SaaS CROs, CMOs, and RevOps leaders looking to align AI strategy, revenue operations, and go-to-market execution.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch.

Text us your thoughts on the episode or the show!In this episode of Ops Cast, we are talking about metrics, but not dashboards, tools, or attribution models for their own sake.Michael Hartmann is joined by our guest Josh McClanahan, Co-Founder and CEO of AccountAim. Josh brings a business operations perspective to reporting and analytics, working closely with leadership teams to identify which numbers actually matter and how to use them to make better decisions.This conversation focuses on the shift from reporting activity to driving action. Josh shares why many teams produce technically impressive metrics that fail to influence leadership, and how Ops professionals can reframe data in a way that connects directly to revenue, profitability, and how the business truly makes money.You will hear Josh break down which metrics executives care about most, including financial measures like LTV and CAC, how those metrics change as companies mature, and why explainability often matters more than precision.The group also discusses how Ops teams can decide when data is “good enough” to act on, how to prepare for executive conversations beyond pulling numbers, and the common mistakes teams make when data is presented without context.This episode is especially relevant for Marketing Ops, RevOps, and BizOps professionals who want to move from being seen as report builders to trusted business advisors.Topics covered include: • The gap between reporting and decision-making • Metrics that matter most to executives • Financial literacy for Ops leaders • Explainability versus complexity in analytics • Communicating data in a way that drives actionMake sure to watch this episode if you want to better align your reporting with business outcomes and elevate the impact of your Ops work.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals MarketingOps.com is curating the GTM Ops Track at Demand & Expand (May 19-20, San Francisco) - the premier B2B marketing event featuring 600+ practitioners sharing real solutions to real problems. Use code MOPS20 for 20% off tickets, or get 35-50% off as a MarketingOps.com member. Learn more at demandandexpand.com.Support the show

In this episode, Jeff sits down with Colin Brown, VP of Revenue Operations at DDN, to unpack what AI adoption actually looks like in go-to-market teams. From distinguishing AI-supported habits vs. AI-enabled processes to evaluating build vs. buy, Colin shares candid lessons, the tooling he trusts, why custom workflows matter, and the real challenges of change management. A pragmatic, no-fluff look at where AI drives genuine productivity, and where it doesn't.

Text us your thoughts on the episode or the show!In this special episode of Ops Cast, Michael Hartmann is joined by Mike Rizzo and Naomi Liu for a wide-ranging, unscripted discussion about the origins of Ops Cast, the early days of live audio experimentation, and how the show has evolved alongside the Marketing Ops profession itself. What starts as a casual anniversary conversation turns into a thoughtful look at what has truly mattered over the years. They reflect on memorable episodes, first-time speakers finding their voice, career-changing moments sparked by the podcast, and why honest, vendor-neutral conversations have always been central to the show.Most of all, this episode is a thank you. To the guests who took risks, the listeners who showed up, and the community that turned a passion project into a platform for learning, validation, and opportunity.In this episode, you will hear about:How Ops Cast started and why it stayed intentionally unscriptedThe hidden emotional labor of Marketing Ops workCreating space for first-time speakers and underrepresented voicesWhy were some of the most impactful episodes the least predictableOverrated and underrated topics in Marketing Ops todayWhat five years of conversations reveal about the professionWhether you have been listening since the beginning or just discovered the show, this episode offers a rare behind-the-scenes look at how Ops Cast became what it is today and why the conversations are still far from over.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals MarketingOps.com is curating the GTM Ops Track at Demand & Expand (May 19-20, San Francisco) - the premier B2B marketing event featuring 600+ practitioners sharing real solutions to real problems. Use code MOPS20 for 20% off tickets, or get 35-50% off as a MarketingOps.com member. Learn more at demandandexpand.com.Support the show

Text us your thoughts on the episode or the show!In this episode of Ops Cast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by Ivelisse Arroyo, Marketing Operations Leader and Executive Advisor on Go-To-Market Operations. Ivelisse brings a business-first perspective shaped by a background in accounting and deep experience across manufacturing and healthcare insurance. Her work focuses on connecting Marketing Ops, RevOps, and Business Operations into a single, cohesive system that supports revenue, efficiency, and customer outcomes. The discussion explores what happens when marketing is embedded across the business instead of being treated as a standalone service function.Ivelisse shares why operational disconnects often explain underperforming marketing, how regulated industries expose these gaps faster, and why executives are paying closer attention to GTM operations than ever before.In this episode, you will learn:Why marketing struggles when it is isolated from business operationsHow embedding marketing into revenue, finance, and delivery changes outcomesWhat Marketing Ops professionals can learn from Business Ops and financeWhy starting with revenue and cost impact resonates with executive leadershipHow modern technology and AI are reshaping Ops career pathsThis episode is ideal for Marketing Ops, RevOps, and GTM leaders who want to expand their influence beyond marketing, align more closely with the business, and help organizations operate as one connected system.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals MarketingOps.com is curating the GTM Ops Track at Demand & Expand (May 19-20, San Francisco) - the premier B2B marketing event featuring 600+ practitioners sharing real solutions to real problems. Use code MOPS20 for 20% off tickets, or get 35-50% off as a MarketingOps.com member. Learn more at demandandexpand.com.Support the show

In this episode, Jeff sits down with Rutger Katz, Founder of Neon Triforce and fractional VP of Revenue Operations, to unpack how modern RevOps teams should think beyond funnels and start managing revenue as a system.Drawing on Winning by Design frameworks, lean manufacturing principles, and 15 years of consultancy experience, Rutger explains how to turn customer insights into action using models like the bow tie, why governance and decision rights matter more as companies scale, and how RevOps leaders can shift from ticket-takers to true strategic partners.

In this live episode of the CRO Spotlight Podcast, Warren sits down with Guy Rubin to discuss the recent acquisition of Ebsta by Fullcast and what it signals for the market. Guy explains the strategic reasoning behind the consolidation, highlighting how the current landscape of disparate point solutions is becoming unsustainable. He argues that the future belongs to unified revenue platforms that connect data across the entire lifecycle, moving from a fragmented tech stack to a cohesive "plan to pay" model that drives true efficiency.The conversation shifts to the broader Go-To-Market environment, where the cost of building tech is dropping while the cost of selling rises. Guy points out that while AI tools are exploding, they often create more noise than value when isolated. He predicts a massive consolidation where businesses move away from traditional CRMs requiring manual entry toward intelligent data lakes and AI agents. This shift requires leaders to learn how to ask the right questions of their data rather than simply managing administrative forms.Warren and Guy also explore the dramatic shift in buyer behavior, illustrated by how AI empowers customers to conduct deep research before ever speaking to a human. With buyers capable of building their own business cases, the role of the seller must evolve from a gatekeeper of information to a consultative partner. They discuss why this dynamic forces organizations to lean heavily into partner ecosystems and community validation, as buyers increasingly bypass traditional sales pitches to seek out trusted peer networks.Finally, they dig into strategies for CROs and Private Equity firms looking to audit their revenue engines. Guy introduces "Revenue Insights as a Service," a method of connecting to historical data to generate an immediate "X-ray" of the business before implementing new tech. This allows leaders to identify root causes of inefficiency—like bad data hygiene or territory imbalances—and present concrete, data-backed roadmaps to the C-suite for rapid improvement without waiting months for a new system implementation.

What does it actually take to merge the go-to-market operations of three very different companies?In this episode of The RevOps Hero Podcast, Chris Strom sits down with Emily Critchfield, VP of Revenue Operations at Superhuman, to talk through how her team is bringing together the GTM engines of Grammarly, Coda, and Superhuman into a single, unified company.Emily shares how Superhuman is approaching post-acquisition RevOps in practice: merging systems and teams, deciding when to sell separately vs. co-sell, aligning sales motions, redefining account ownership, and building repeatable playbooks for future integrations. She also shares how they use Coda internally to run their “RevOps Mission Control” for their go-to-market team.If you're responsible for RevOps, sales operations, or GTM strategy at a growing company—especially one navigating mergers or multiple products—this episode offers a rare, honest look at what works, what's hard, and how to think about integration the right way.Topics covered:Merging GTM systems and teams after multiple acquisitionsAccount ownership and sales team structure decisionsBuilding forecasting and RevOps “mission control” systems using CodaBuilding repeatable playbooks for future M&AReducing friction for your sales team during changeSubscribe for more conversations with RevOps leaders building scalable, powerful revenue teams.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by co-hosts Mike Rizzo and Naomi Liu for a thoughtful conversation on a topic that rarely gets enough attention in Marketing Ops: values-based leadership.Their guest is Jaime López, Head of Marketing at Ververica. Jaime's background spans engineering, machine learning, technical marketing, and operations, along with leading global teams across Europe, Asia, and the United States. He brings a deliberate, human-centered approach to leadership that focuses on clarity of values, adaptability, and building cultures that support both people and performance.The discussion explores what values-based leadership actually looks like in practice, how it differs from traditional performance-first management styles, and why it is especially critical in high-pressure Ops environments where ambiguity is constant.In this episode, you will learn:What values-based leadership means in a Marketing Ops contextHow to intentionally define and shape team cultureWhy leaders must adapt to individuals rather than forcing conformityHow to navigate misalignment between values and behavior with honesty and empathyWays Ops professionals can lead with values even without formal management rolesThis episode is ideal for Marketing Ops leaders and practitioners who want to build healthier teams, improve performance through trust and clarity, and lead with intention in complex, fast-moving organizations.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by co-host Mike Rizzo for a candid conversation about why most Account-Based Marketing programs fail and how teams can fix them.Their guest is Mason Cosby, Founder and CEO of Scrappy ABM, a leading voice challenging conventional ABM thinking. Mason shares why roughly 80 percent of ABM programs launched in recent years have not delivered results, why most companies already have what they need to succeed, and how to build a scalable ABM program without buying new technology.The discussion cuts through hype to focus on fundamentals, targeting discipline, organizational alignment, and realistic execution. Mason breaks down his practical framework for identifying best customers, avoiding common ABM pitfalls, and rebuilding programs that are stuck in the messy middle.In this episode, you will learn:Why most ABM programs fail before they ever have a chance to workWhat the 70 to 75 percent of existing tools and data most companies already have actually looks likeHow to identify the best customers using simple, objective criteriaWhere ABM programs break down when alignment is missingHow to measure ABM success without overcomplicating the modelWhat role does AI really play in modern ABM effortsThis episode is ideal for Marketing Ops, RevOps, demand generation, and GTM leaders who want a practical, realistic approach to ABM that works at any stage without unnecessary complexity.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this episode of the Thread Podcast, Justin Vandehey sits down with Jared Myatt, Senior Director of Revenue Operations at Integrate, to explore what it really takes to scale RevOps over time. Jared shares his journey from early employee to RevOps leader, reflecting on key inflection points including acquisitions, private equity ownership, and enterprise growth.They discuss how the definition of RevOps has evolved, why data must power decision-making (not just dashboards), how culture scales through honesty and curiosity, and why alignment across GTM teams ultimately comes down to communication—not tools. This is a must-listen for anyone building RevOps in a growing SaaS organization.Key Topics CoveredGrowing with a company from early startup to enterpriseWhat RevOps actually is (and what it isn't)Using data to tell real revenue storiesScaling culture without over-engineering itCareer advice for aspiring RevOps leadersWhy alignment breaks—and how to fix itThe role of RevOps as GTM problem solversSuggested Chapters00:00 – Welcome + Jared's background 02:30 – Early ownership and pivotal moments at Integrate 04:30 – How RevOps has evolved over the years 06:00 – Using data to tell the revenue story 07:45 – Preserving culture through growth 10:45 – Career advice for moving into RevOps 13:30 – What alignment really looks like 16:45 – Integrate overview + closing

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by co-hosts Mike Rizzo and Naomi Liu for a wide-ranging conversation with Lauren McCormack, Lead Strategist for the B2B Experience Platform at Kaiser Permanente.Lauren brings a rare perspective shaped by hands-on experience across Marketing Ops, RevOps, sales, paid media, and analytics. As a multi-time Marketo Champion and MOPsapalooza speaker, she has spent her career helping marketing teams move beyond activity metrics and earn real credibility with revenue leaders.The discussion focuses on what it takes for modern marketing teams to think and operate like business leaders. Lauren shares practical insights on alignment, attribution, financial literacy, and why many teams still struggle to connect their work to real business outcomes.In this episode, you will learn:How cross-functional experience changes the way Ops leaders think about impactWhy earning a seat at the revenue table requires more than good reportingThe right way to approach attribution without overengineering or blameWhy financial literacy is becoming non-negotiable for Marketing Ops leadersThe risks of continuing to market without clear measurement as 2026 approachesThis episode is ideal for Marketing Ops, RevOps, and demand leaders who want to elevate their influence, improve executive trust, and prepare their teams for the next phase of data-driven decision-making.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Revenue teams are dealing with more tools, more data, more automation - and more pressure - than ever before. Growth isn't just about selling better anymore. It's about how the entire revenue engine actually works.For the first time, RevOps isn't a background function — it's shaping how companies grow, scale, and make decisions.In this episode of the Belkins Podcast, Michael Maximoff sits down with Jen Igartua, Founder & CEO of Go Nimbly, to unpack what's really happening inside modern revenue organizations — and why RevOps is suddenly at the center of it all.Jen has helped architect revenue systems for some of the most respected SaaS companies in the world, including Twilio, Zendesk, Snowflake, Intercom, and Superhuman. But this conversation isn't about theory or frameworks. It's about what breaks when companies scale, where AI actually helps (and where it creates chaos), and why the future of sales, marketing, and RevOps looks very different than most teams expect.What you'll learn in this episode:Why RevOps is having a moment — and how rising complexity, AI adoption, and executive pressure have pushed RevOps into a strategic roleWhat Revenue Operations actually does beyond automation, reporting, and tooling — including enablement, strategy, and protecting the customer experienceHow AI is changing RevOps teams — from workflow automation and data architecture to the risks of agent and automation sprawlThe real future of sales roles — why junior SDR roles are disappearing, and why business development is becoming more senior, not automated awayHow to know when your company needs RevOps — including revenue thresholds, organizational signals, and common mistakes founders make too earlyWhat strong RevOps teams get right — clean data, shared definitions, cross-functional trust, and decision-making that actually sticksThroughout the episode, Jen and Michael go deep on the messy, human side of scaling revenue — misaligned incentives, broken handoffs, over-engineered stacks, and the uncomfortable truth that most companies don't actually have a single view of the customer.This isn't a hype conversation about tools. It's a grounded look at how modern revenue organizations are being rebuilt — and why RevOps is now one of the most critical functions inside growing B2B companies.Chapters:00:00- Intro: Who is Jen Igartua03:17- What is RevOps?09:25- AI Changed RevOps: AIOps, When to Hire RevOps, Build vs Outsource17:25- Workflow Automation Is Getting Out of Control24:02- What's Next: Platform Consolidation in RevOps27:46- Clay, HubSpot, and the Reality of the Modern RevOps Stack33:48- The Limits of AI in Sales & Marketing39:25- How SDRs, Marketing, and Social Selling Are Merging49:50- RevFest: Building Real RevOps Community01:00:49- Go Nibly's Evolution and Strategy01:12:44- Curated Dinners as Acquisition Strategies01:21:26- Creativity, Leadership, and “Follow the Fun”About the ShowWhat does it really take to grow a B2B business today? We ask the people doing it.The Belkins Podcast dives deep into the strategies, decisions, and behind-the-scenes insights driving real growth at top B2B companies. Each episode features candid conversations with industry heavyweights — CROs, CMOs, founders, and seasoned operators — who've navigated market downturns, scaled teams, and dealt with the realities of modern revenue growth.You'll hear hard truths, unfiltered insights, and actionable perspectives from leaders who've actually built and operated revenue engines at scale.

In this episode of the Thread Podcast, Justin Vandehey interviews Benjamin Roach, Director of Revenue Operations at Optio Incentives, to explore what it takes to build RevOps in the equity compensation and incentives space. Ben shares his “traditional” path from sales into RevOps, why he deliberately took a step back into a junior ops role, and how getting technical became a career unlock.They dig into the complexities of selling and operating in equity management—where revenue can include ARR, transactional fees, and services, and where buyers span CFOs, CHROs, legal, and finance. Ben also shares his point of view on AI: where it can help participants and admins get fast answers, and why data quality and human oversight still matter. The episode closes with career advice for aspiring RevOps leaders and how to learn the craft.Key topics coveredWhy Ben moved from sales → RevOps (and why he “took a step back” to level up)Equity compensation complexity: strike price, taxes, vesting, global complianceHow Optio's GTM motion sells “trusted partner + tech,” not just softwareMeasuring growth in equity management beyond traditional ARRAI in equity management: where it's useful today and where it's riskyCareer advice: become technical, stay curious, build a broader toolbeltMemorable moments / quotable lines“Stock options… were unknown to me. You get handed them and think, maybe one day I'll make money.”“AI is only as good as your data models.”“Don't be scared to take a step backwards.”“RevOps wears so many hats—you need a lot of tools on your toolbelt.”Chapters (suggested)00:00 – Welcome + Ben's intro 01:00 – From sales to RevOps (and why he took a step back) 02:10 – Why the equity/incentives space pulled him in 03:30 – Aligning finance, HR, and revenue metrics 04:45 – Why revenue isn't just ARR in equity management 05:30 – Simplifying a complex story for CFOs/CHROs/legal 06:55 – Global compliance + product readiness constraints 09:00 – AI in equity: what it can and can't do (yet) 11:05 – Career advice for aspiring RevOps leaders 13:45 – Plug: Optio + how to connect with Ben

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by co-host Mike Rizzo to tackle events, which are one of the most persistent challenges in go-to-market execution.Events demand significant investment in time, budget, and coordination, yet many teams still struggle to prove their impact. Data is often fragmented, delayed, or incomplete, making ROI difficult to measure and even harder to trust.To discuss this problem, we are joined by Aaron Karpaty, Senior Director of Strategic Growth at Captello. Aaron works closely with revenue, marketing, and operations teams to modernize how event data is captured, connected, and activated across CRM, marketing automation, and sales workflows.The conversation explores where event programs break down operationally, why so much valuable interaction data never makes it into systems of record, and what a modern event operation needs to look like to drive real business outcomes.In this episode, you will learn:Why event and field marketing data remains fragmented across most organizationsThe most common data traps that prevent accurate event ROI measurementWhat interactions are typically lost during and after eventsHow to think about event value beyond basic lead captureWhat a well-run, integrated event operation looks like todayHow Marketing Ops, Revenue Ops, and Field Marketing can better alignThis episode is ideal for Marketing Ops, Revenue Ops, Field Marketing, and demand generation leaders who want to turn events from one-off activities into measurable revenue drivers.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this episode, Doug and Jess break down the 2025 State of Sales report, exploring how AI, informed buyers, and content trends are reshaping the sales process. They discuss what works, what doesn't, and why human insight is more critical than ever.For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps! 

In this episode, Warren speaks with Dr. Grant Van Ulbrich, the world's first doctor of Sales Transformation. They discuss a critical gap in the modern revenue landscape: while other business functions have deep academic rigor, sales education has remained largely stagnant since the 1980s. Grant explains why traditional "tips and tricks" no longer work on informed buyers and why a shift from transactional interactions to genuine value alignment is necessary for business survival.The conversation dives into the psychology of change and Grant's "Scared So What" methodology. Most leaders manage operations, not emotions, yet sales is fundamentally an act of imposing change. Grant breaks down how understanding personal reactions to change allows revenue leaders to move from simply telling teams what to do to empowering them through transformational leadership. This approach helps teams navigate the fear of new strategies and structures.Grant shares insights from the global cruise industry, revealing how shifting focus from internal agendas to customer needs dramatically improved sales effectiveness. He highlights the dangers of "product dumping" and the importance of co-creation. By treating sales as a coaching opportunity rather than a coercion tactic, organizations can align internal culture with the external customer experience to ensure a consistent brand promise across all channels.Finally, the discussion offers actionable advice for CEOs and CROs on navigating organizational restructuring. They explore why high-performing individual contributors often struggle in leadership roles without the right psychological tools. This episode is essential for executives looking to modernize their go-to-market strategy, foster a culture of ownership among their teams, and utilize science-backed frameworks to drive sustainable revenue growth.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Richard Wasylynchuk, VP of Marketing Operations and Interim Head of Marketing at Trulioo. Richard brings a unique perspective as an operations leader who stepped into an executive marketing role, offering valuable insights on why more CMOs of the future may emerge from Marketing Ops.The conversation explores how the changing business environment, evolving investor expectations, and increasing focus on profitability are elevating the role of Marketing Ops leaders. Richard shares his perspective on visibility, data literacy, team design, and how an operational mindset aligns with modern marketing leadership.In this episode, you will learn:Why Marketing Ops leaders are well-positioned to become future CMOsHow shifting from growth-at-all-costs to profitability changes leadership prioritiesThe difference between activity reporting and outcome reportingHow data literacy and financial acumen build trust at the executive levelThis episode is perfect for Marketing Ops, RevOps, and marketing professionals who want to expand their strategic influence and prepare for senior leadership roles.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

If you've ever felt like you're drowning in marketing activity but starving for actual revenue, this episode of the Marketing Boost Solutions Podcast is the clarity you've been waiting for. Capt. Marco sits down with revenue strategist and HubSpot expert Jasz Rae Joseph, a powerhouse who has spent her career helping B2B companies align sales, marketing, and customer success into one cohesive, revenue-producing system. Jasz breaks down why businesses lose leads, how misaligned teams sabotage growth, and the simple automations that recover hidden revenue already sitting in your database.With her signature no-fluff approach, Jasz reveals how to streamline your tech stack, personalize your customer journey, and use segmentation, sequences, and micro-automation to convert more leads without adding complexity. From LinkedIn nurturing to sales-ready handoffs to real stories of clients generating six and seven figures from improved systems, this conversation is packed with practical, implement-today insights.

In this episode of the CRO Spotlight Podcast, Warren Zenna sits down with Amy Osmond Cook, Co-Founder and CMO at Fullcast, to tackle the pressing challenge of balancing AI innovation with authentic human connection. As revenue leaders race to adopt AI-native strategies, the risk of losing trust through impersonal automation grows. Amy shares her perspective on why technology should enhance, not replace, the creative human element in Go-To-Market motions, setting the stage for a discussion on modern leadership.Amy details the evolution of Fullcast into a comprehensive Revenue Operations platform through strategic acquisitions like Ebsta and Copy.ai. She explains how these moves allowed the company to build a fully AI-native sales performance management solution. By integrating territory planning, forecasting, and analytics, Fullcast aims to solve the fragmented tech stack issue. Amy outlines the vision behind merging these capabilities to support mid-market and enterprise revenue teams effectively.Integrating multiple companies is a complex operational challenge. Amy discusses the nuances of merging distinct cultures and leadership styles into one cohesive organization. She emphasizes the importance of clear communication, defined playbooks, and celebrating wins to align distributed teams. Her insights provide a practical blueprint for leaders managing growth through acquisition while striving to maintain a unified company identity and shared purpose across international borders.Finally, the dialogue covers the evolving landscape for revenue leaders. Warren and Amy examine the pressure on CROs to adopt AI strategies while relying on experience to guide decision-making. Amy explains how Fullcast meets customers where they are, offering flexible solutions for their specific needs. Listeners will gain a deeper understanding of the skills required to lead in the current market and how to navigate the intersection of data and intuition successfully.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Nadia Davis, VP of Marketing, and Misha Salkinder, VP of Technical Delivery at CaliberMind. Together, they explore a challenge many Marketing Ops professionals face today: how to move from being data-driven to being data-informed.Nadia and Misha share why teams often get lost in complexity, how overengineering analytics can disconnect data from business impact, and what it takes to bring context, clarity, and common sense back to measurement. The conversation dives into explainability, mentorship, and how data literacy can help rebuild trust between marketing, operations, and leadership.In this episode, you will learn:Why “data-drowned” marketing ops is a growing problemHow to connect analytics to real business outcomesThe importance of explainability and fundamentals in data practicesHow to simplify metrics to drive alignment and actionThis episode is perfect for marketing, RevOps, and analytics professionals who want to make data meaningful again and use it to guide smarter, more strategic decisions.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Meredith Kildow, President of Consilio discusses her career path from finance to leading global operations and delivery for one of the largest companies in the legal and eDiscovery space. Meredith shares insights into building a revenue organization from the ground up and the shift to her current role overseeing operations and delivery for a highly acquisitive company. The conversation focuses on the practical, present-day applications of Artificial Intelligence (AI) in the legal industry, examining how it's moving beyond "innovation theater" to drive ROI, efficiency, and cost reduction in corporate legal departments. Key Discussion Points: The Transition: Meredith's journey from finance to operations, tech, and ultimately, a leadership role at Consilio. Revenue Operations vs. Chief Revenue Officer (CRO): Defining the roles and how to build a robust revenue organization, particularly in an acquisitive company. Improving Delivery from a Revenue Background: The importance of client listening and how a revenue-centric mindset can enhance service delivery and collaboration between sales and operations teams. AI in Legal: Clients view AI as both a problem and a solution. Discussion covers where real adoption is happening today (e.g., contract review, eDiscovery review) and the internal pressures on corporate legal departments to show AI efficiency. The AI Skills Gap and Literacy: Addressing the need for AI literacy among legal professionals and how Consilio is adding value through guided expertise, innovation labs, and rapid prototyping. Consilio's AI Offerings: A look at tools like Aurora, ECI (Early Case Intelligence), and specialized AI suites for privilege identification (PrivGen), review, and investigations, emphasizing flexibility and a secure, private cloud environment.

In this episode, Warren Zenna sits down with Mike Price, CRO at DTEX Systems, to explore the critical evolution from a functional salesperson to a holistic business leader. Mike shares his unique journey, influenced by an entrepreneurial upbringing, and discusses why successful CROs must view themselves as business executives first. He argues that while sales skills are foundational, the ability to understand the broader mechanics of an organization is what truly defines the modern revenue leader.A significant portion of the conversation is dedicated to the art of vetting a potential CRO opportunity. Mike provides actionable advice on how to interview the CEO, specifically regarding the company's readiness for a true Chief Revenue Officer. He warns against accepting roles that are merely "VP of Sales" with a different title and emphasizes the importance of asking why the organization believes it needs a CRO right now. This advice is vital for executives ensuring they enter an environment ready for strategic change.The discussion also delves into the paradox of ambition and control. Mike explains that true executive maturity involves the willingness to cede control to a specialized team rather than being the smartest person in the room. He draws a compelling parallel to professional sports, noting that one must love the entire "game"—including practice and preparation—not just the moments of individual glory. This mindset shift is essential for leaders who want to build autonomous, high-performing teams.Finally, the dialogue covers the necessity of experimentation and reframing failure as a necessary step toward innovation. Mike shares insights on creating an environment where strategic risks are encouraged to drive growth. To close, he outlines his current work at DTEX Systems, addressing the "last frontier" of cybersecurity: insider risk management. He explains how understanding human behavior within an organization is key to protecting intellectual property and ensuring long-term business resilience.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Spencer Tahil, Founder and Chief Growth Officer at Growth Alliance. Spencer helps organizations design AI and automation workflows that enhance go-to-market efficiency, streamline revenue operations, and strengthen marketing performance.The discussion focuses on how to move from experimentation to execution with AI. Spencer shares his systems-driven approach to identifying automation opportunities, prioritizing high-impact workflows, and building sustainable frameworks that improve strategic thinking rather than replace it.In this episode, you will learn:How to identify and prioritize tasks for automation using a value versus frequency modelThe biggest mistakes teams make when integrating AI into their workflowsHow AI can strengthen strategic decision-making instead of replacing peoplePractical prompting frameworks for achieving accurate and useful resultsThis episode is ideal for marketing operations, RevOps, and growth professionals who want to turn AI experimentation into measurable, scalable execution.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Ops Cast is brought to you in partnership with Emmie Co, an incredible group of consultants leading the top brands in all things Marketing Operations. Check the mount at Emmieco.comSupport the show

In this episode, Cliff Hawkins, Senior Director of Revenue Operations at Level AI, shares how he's reimagining RevOps by blending community, experimentation, and automation. Cliff walks through how his team built custom AI workflows to summarise every customer interaction, cutting manual effort while boosting visibility for sales and success teams. He also dives into why outbound isn't dead, the importance of hyper-personalisation in crowded markets, and how “doing more with less” is shaping org design and new roles like the go‑to‑market engineer. This conversation is packed with real, tested playbooks you can apply to your own role right now.

La planeación de marketing nunca ha sido tan crítica como ahora. Mientras muchas empresas esperan a enero para “empezar a organizarse”, los equipos de marketing y revenue ya están bajo presión para proyectar crecimiento, justificar inversiones y demostrar que 2026 no será otro año de improvisación. En este episodio, Emilio García y Gabriela García conversamos con Rob Ayala, CEO de Digitalegy, sobre por qué la planeación anticipada es hoy una ventaja competitiva y qué elementos separan a los equipos que crecen de los que solo reaccionan.Hablamos de cómo los ciclos largos del B2B, la madurez digital, los KPIs y la calidad del sitio web afectan directamente cualquier plan de crecimiento. También exploramos el rol de Revenue Operations, la nutrición de prospectos y la retención como pilares que muchas empresas siguen subestimando. Un episodio para quienes necesitan claridad, estructura y fundamentos reales para construir un 2026 que sume revenue, no solo presentaciones.0:00 Intro1:11 Marketing Estratégico para un Plan de Crecimiento 20264:51 Expectativas vs. realidad del marketing B2B7:15 Administrar las Expectativas11:35 Nutrición, seguimiento y procesos para convertir demanda17:51 Diagnóstico, KPIs y madurez digital22:25 La ola de la IA y cómo subirse a tiempo25:58 Madurez digital: cómo condiciona la estrategia37:53 Competencia, categoría y el impacto del mercado44:11 Outro

In this episode of CRO Spotlight, Warren Zenna sits down with Christian Gerron, Chief Revenue Officer at StackAdapt. They dive into the complexities of the programmatic ad tech space, a market saturated with thousands of players. Christian explains how StackAdapt differentiates itself by moving beyond a simple DSP to become a unified "operating system," helping marketers reduce friction and increase ROI by integrating first-party data, programmatic, and measurement tools in one platform.Christian shares his unconventional journey into the C-suite, starting his career in finance at Microsoft before transitioning to sales and operations. He defines the CRO role not as a "super seller" but as an operator responsible for building and tuning the entire revenue "machine." This connected ecosystem includes sales, client services, analytics, and RevOps, all working in unison. He discusses why the authority to execute and drive impact is the true motivator for top revenue leaders.How do you execute in such a cutthroat market? Christian details the GTM transformation at StackAdapt. He describes moving the team from a generalist approach—where everyone targeted the same high-value territories—to a specialized and segmented model. By implementing focused territories, specializing by vertical (like B2B or healthcare), and splitting teams into "hunters" (new business) and "farmers" (account growth), the revenue org achieved faster, more efficient growth.Christian emphasizes that talent and culture are the ultimate differentiators. At StackAdapt, the hiring process is designed to find functional competency while actively filtering out "politics players" to protect a culture of trust and speed. He concludes with powerful advice for both aspiring CROs (focus on operational rigor and talent) and the CEOs hiring them (find a true "business leader" who thinks in systems, and then give them the autonomy to build the machine).

Most teams obsess over new business and ignore the people already paying them. That blind spot is killing retention, bloating acquisition costs, and making growth harder than it needs to be.In this episode, Toni sits down with Mallory Lee, a three time VP of Revenue Operations, to unpack why Customer Success is still treated like an afterthought and why that mindset breaks companies over time.(00:00) - Introduction (02:35) - CS Teams are the Forgotten Child (08:18) - The Customer Journey and Handoffs (11:46) - Maintaining Customer Context (22:02) - Product Usage Data and Signals (26:30) - Building Trust Through Customer References (32:17) - Identifying and Leveraging Power Users (35:03) - Gamification and User Engagement (38:14) - Systematizing Customer Loyalty (42:38) - Financial Implications of Customer Retention (44:24) - The Vicious Cycle of Churn (51:31) - Final Thoughts

Send us a textGuest: Mark Walker, CEO at Nue.io -- SaaS pricing isn't breaking because of AI — it's breaking because most revenue systems were never built for the speed and complexity of today's models.In this episode, Mark Walker, CEO of Nue.io, joins host Ken Lempit to unpack why modern SaaS and AI companies are abandoning legacy CPQ and billing stacks for a flexible, unified revenue infrastructure built for rapid change.Key highlights:Why legacy CPQ + billing can't support modern SaaS pricingHow committed consumption + bank-billed models are reshaping monetizationWhy speed of configuration is now a GTM advantageWhat RevOps must rethink as pricing experiments explodeHow elite teams thrive on hard problems and high-velocity executionIf you're a B2B SaaS founder, CRO, CMO, or RevOps leader navigating complex pricing models, upgrading your revenue stack, or preparing for next-gen AI monetization, this conversation will change how you think about scaling.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch.

Episode SummaryIn this episode of the Thread Podcast, host Justin Vandehey sits down with John Queally, Senior Director of Revenue Operations at Clari, to explore how RevOps is evolving in the age of AI, and what it really means to build a data-driven go-to-market organization.John's career spans consulting, analytics at JP Morgan, leadership roles at American Express and Qualtrics, and now Clari — one of the companies that helped define modern RevOps. He shares how his early assumption that tech companies were “amazing at data” turned out to be completely wrong, and why that realization led him to see RevOps as the spinal column and nervous system of every go-to-market organization.Together, they dive deep into:How to unify fractured data systems across sales, marketing, CS, and productThe difference between “tools” and true data architectureWhy AI is exposing every fault line in go-to-market organizationsThe human side of RevOps: partnerships, trust, and communicationWhat “world-class” looks like for RevOps in 2025 and beyondHow to balance machine intelligence with human intuition in salesAnd how leaders can prepare for the next generation of revenue operationsChapters00:00 – Introduction Justin introduces John Queally and his path from consulting and banking to RevOps leadership at Clari.01:10 – From JP Morgan to Clari: The Data Reality Check John shares how his early experience in finance led him to realize how disorganized data is across tech companies — and how that sparked his RevOps journey.03:30 – Defining RevOps as the Spinal Column Why RevOps should serve as the connective nervous system for GTM — ensuring every function operates from the same base of facts.05:00 – What “World-Class” RevOps Looks Like Today John explains how the definition of world-class RevOps is shifting toward data ownership, cohesive field experiences, and AI-enabled decision-making.06:30 – AI vs. Human Intuition The ongoing tension between automation and human instinct in sales — and why RevOps needs to serve as a checkpoint, not a replacement.08:15 – The Future of CRM and GTM Systems A look ahead at how the sales tech stack is evolving beyond monolithic CRMs into a connected ecosystem of specialized tools.10:00 – Machine Learning and Predicting Customer Behavior John shares how Clari partnered with data science firm QuadSci to achieve 94% churn prediction accuracy — and how that insight gets surfaced seamlessly to the field.13:00 – Cross-Functional Alignment at Scale Why true RevOps alignment comes from people, not tickets — and why John's team embeds directly within every GTM function.15:30 – Developing the Next Generation of RevOps Leaders The skills operators need to thrive in this next era — including data fluency, architectural thinking, and strategic ownership.18:00 – The AI Wake-Up Call Why 80% of AI projects fail — and how RevOps leaders can prepare their orgs by fixing data quality and alignment first.20:00 – Closing Thoughts John's reflections on RevOps as a community-driven discipline, the future of collaboration, and why every GTM leader must now own their data story.

Lative, the AI sales planning platform for sales and go-to-market teams, has announced it has raised $7.5 million in funding to boost product development and expand its go-to-market. The round, co-led by Act Venture Capital and Senovo VC, has also been backed by Elkstone, Enterprise Ireland, WestWave Capital, Handshake Ventures and Shuttle. Among customers utilising the platform already for more precise sales planning are Seismic, Intercom, Aiven, Avalara and Version 1. Lative helps companies understand their sales data and invest resources where they'll have the greatest impact. Instead of juggling multiple sheets, models and disconnected tools, Lative unifies the sales planning process in one cloud-based platform by connecting top-down targets and quota plans with bottom-up sales productivity and capacity. Teams can model and simulate future org designs to have the most effective sales team for achieving revenue goals, adjust plans in real time, and gain clear visibility into sales productivity and efficiency through AI Insights. This allows them to make smarter hiring and investment decisions based on data rather than assumptions, identify risks and opportunities before they impact revenue, and track execution with confidence. Lative was launched in 2022 by industry veterans Werner Schmidt and Laura Tortosa Sancho, bringing together over 32 years of senior operations experience from Sage, Citrix, and Deloitte. They recognised a common pain point: manual, fragmented sales planning that lacks real-time visibility and tracking execution. Frustrated by high-performing teams wasting time on outdated spreadsheets and models, Werner and Laura created Lative to deliver real-time sales intelligence and automated planning with AI. For end users, this means smarter planning, instant insights, and the ability to make faster, better decisions with customers seeing up to 24% increases in sales productivity across segments. "We saw the same issue over and over again, in every company we worked in - sales planning was slow, manual, and stuck in spreadsheets," said Werner Schmidt, Co-Founder and CEO of Lative. "We built Lative to change that, and to give sales teams real-time visibility and confidence so every decision is informed, not guessed in this critical activity for go to market organisations. Every sales organisation needs to plan and track execution, and it's mainly done in spreadsheets today. Now there's a better way." The sales performance management market, valued at over $2.3 billion in 2023, is projected to exceed $7 billion by 2030, showing the demand for solutions that automate and optimise sales execution. In just 15 months, Lative has achieved 10x growth, a clear sign of the demand for such a product. The company was recently ranked second to Salesforce on G2's Sales Planning Grid. Lative has also forged strategic integration partnerships with data platform leaders Salesforce, HubSpot, and Snowflake to enable seamless data sharing for revenue teams. "Lative is driving a paradigm shift to sales planning and optimisation teams that is long overdue. By helping teams identify what's working and what isn't in real-time, problems are identified before they become too large to manage," said Dr. Alexander Buchberger, Partner at Senovo. "RevOps leaders love Lative when they see it. New AI Consumption models now need better tooling to manage complexity. Lative helps industry leaders like Seismic, Intercom and Version 1 see true sales productivity and capacity in real-time to deliver efficient growth. Werner, Laura, and their team are defining a new category with an exciting AI roadmap." said Andrew O'Neill, Principal at Act. "Lative allows us to see our productive sales capacity in real-time which is fundamental to how we scale the business and invest in the right areas to accelerate growth." said Mathieu Cognac, Vice President of Revenue Operations at Seismic. See more stories here. More about Irish Tech News Irish Tech News are...

Do you ever feel like you have all the right tools and opportunities, but your business isn't as far ahead as it should be? In this episode of the RevOps Champions podcast, host Brendon Dennewill is joined by data and AI expert Andrew James to tackle this common feeling of paralysis among today's business leaders. They dive deep into why simply adopting more technology isn't the answer and explore the real source of competitive advantage in the AI era.Andrew argues that the key to leapfrogging the competition lies not in external tools, but within your own company's data. The solution is to plumb your unique operational data—from your CRM, sales pipeline, and financials—directly into AI to make decisions with high conviction. This approach transforms AI from a confusing threat into a powerful ally, revealing the true constraints and leverage points within your business.This episode is essential for RevOps professionals, B2B executives, and any leader feeling stuck, providing a clear framework to move from analysis paralysis to profitable, data-driven action.What You'll LearnThe Profitability 2×2 Matrix: A simple way to find your next big win: map your efforts by whether they increase revenue or cut costs—and whether they target new or existing customers. Why Conviction Beats Accuracy: Most leaders aren't stuck from lack of data, but lack of conviction. Frame AI projects as clear, high-confidence “trades,” not perfect strategies.The Power of Internal Data: LLMs know what everyone knows. Your private CRM, financial, and ops data is what gives you a real edge—if you connect it to AI.Finding Your X-Factor Metric: Identify the one money-based metric—like cost per acquisition or revenue per lead—that, if improved, accelerates your entire business.From Top-Down to All-In: Stop centralizing decisions. Share data and AI tools across teams so everyone can act on insights and drive results faster.Resources MentionedX-Factor OptimizationCerebro AnalyticsHubSpotPsychology of Money and The Art of Spending Money by Morgan HouselGoogle OKRs (Objectives and Key Results)Automation tools: N8n, Is your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

If you've ever felt like your EMR slows you down instead of scaling you up, this episode is for you. In this episode of the Private Practice Owners Podcast, Adam Robin sits down with Craig Brasington, Director of Revenue Operations at Stride EMR, to unpack the evolution of healthcare tech — and what the next generation of EMRs really means for practice owners. Craig shares his 20+ years of experience in outpatient therapy tech, from his early days as a founding member of Clinicient to his current work with Stride. Together, he and Adam explore how EMR systems have evolved from basic record-keeping tools to intelligent, AI-powered platforms built to streamline every part of your clinic — from scheduling to billing to patient engagement. They dive into:The three generations of EMR technology (and why most practices are stuck in Gen 1 or Gen 2)How AI is transforming not just clinical documentation, but business efficiencyWhat to consider before switching EMRs — and how to make the transition as seamless as possibleWhy “thinking small to grow big” is the mantra behind Stride's success If you've ever wondered whether your EMR is holding your practice back, this episode breaks down what the next wave of healthcare tech really looks like — and how to make sure your systems are built for the future, not the past.

AI has changed how B2B marketers work — and how they connect.In this episode, Dr. Amy Cook, Co-Founder and CMO at Fullcast, joins Michael to explore what happens when automation starts replacing authenticity, and how today's most effective marketers are rebuilding the human side of their craft.Her framework is simple: use AI for knowledge. Leave relationships to humans.Amy brings an unusual perspective to this conversation. She has a PhD in organizational rhetoric (how companies actually persuade people), ran her own agency for 15 years, and spent her early career as a professional violinist performing with the Osmond family. That last credential matters: she learned on stage that audiences always know when something feels rehearsed instead of real.That's exactly what's happening in B2B marketing right now.Join us, as we explore where AI actually makes marketers better versus where it destroys the trust that drives revenue. You'll get frameworks you can apply immediately, data from Fullcast's State of RevOps 2025 research, and the expensive lessons that come from getting this balance wrong.What we cover

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Danielle Balestra, a seasoned fractional marketing technology executive with experience building teams and stacks in both regulated and non-regulated industries.The conversation examines the requirements for running effective marketing operations in highly regulated industries, including finance, healthcare, and legal services. Danielle shares her insights on working within compliance constraints, earning trust across teams, and building a marketing operations function that strikes a balance between agility and accountability.In this episode, you will learn:What makes regulated industries unique from a marketing operations perspectiveThe skills and mindsets needed to succeed in compliance-heavy environmentsHow to collaborate effectively with legal and compliance teamsStrategies for balancing marketing speed with regulatory requirementsThis episode is ideal for marketing operations professionals, leaders, and consultants who work in or with regulated industries and want to strengthen collaboration, compliance, and operational excellence.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show

In this episode of the Thread Podcast, host Justin Vandehey sits down with Max Mozes, Director of Revenue Operations at Walmart for Business, to unpack what it takes to build a world-class B2B motion inside one of the world's largest retail organizations.Before joining Walmart, Max carried a quota as a seller, scaled local business teams at LevelUp (acquired by Grubhub for $400M), and held key operational roles at Amazon Business — giving him a unique perspective on how to connect frontline sales experience with scalable systems and data strategy.Together, Justin and Max dive into:The evolution of RevOps from sales enablement to strategic business architectureHow Walmart is redefining B2B commerce for 30+ million potential business customersWhat RevOps looks like when you're serving both local bakeries and Fortune 500sThe art of structuring and prioritizing massive datasets across millions of prospectsWhy data enrichment and hierarchy matter more than just “more data”What's hype vs. what's real when it comes to AI and GTM automationAnd the soft skills that separate good operators from great ones: agency, resourcefulness, and ownership Key TakeawaysB2B at scale is an architecture problem. Data flows, enrichment, and prioritization define how sales teams actually execute.RevOps must translate complexity into clarity. The role is as much about storytelling as it is about systems.AI and data are only as powerful as the processes behind them. Automation should amplify human productivity, not replace it.Resourcefulness + Agency = Operator Superpowers. The best RevOps leaders identify problems, fix them, and bring solutions already in motion.Memorable Quotes“Every business in the U.S. is a potential Walmart customer — from a one-person bakery to a university with a $300M endowment.” “There's no sales team big enough to manually reach every account — so data prioritization becomes your growth strategy.” “RevOps isn't about the system you use. It's about how you organize information so sellers can take action.” “Agency and resourcefulness — that's the difference between operators who just report problems and those who drive change.”Chapters00:00 — Introduction: From Seller to RevOps Leader 02:00 — Lessons from LevelUp and Amazon Business 03:30 — Bridging Sales and Operations 05:00 — Inside Walmart for Business: Scaling B2B at Retail Scale 08:00 — Data Architecture, Enrichment, and Prioritization 11:00 — AI Hype vs. Reality in Enterprise RevOps 14:00 — Building Resourceful Teams and Taking Ownership 17:00 — Walmart for Business: Hiring and Next StepsResources & MentionsWalmart for Business — https://business.walmart.comGrubhub acquires LevelUp — $400M acquisition (TechCrunch, 2021)Max Mozes on LinkedIn — https://www.linkedin.com/in/maxwellmozes About the GuestMax Mozes is the Director of Revenue Operations at Walmart for Business, where he leads strategy, data, and process optimization for one of the largest B2B commerce initiatives in the U.S. His career spans sales and RevOps roles at Amazon, Grubhub/LevelUp, and high-growth startups, giving him a rare perspective on building go-to-market infrastructure from both startup scrappiness and enterprise scale.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Danielle Urban, Co-founder and CEO of Cartographer Consulting. Danielle brings a blend of demand generation, operations, and HubSpot expertise, helping early-stage startups and scaling teams build smarter, more sustainable marketing systems.The conversation focuses on Martech maturity, how to know when you have outgrown your current setup, what signals indicate it is time to evolve, and how to align platforms and processes as your team grows. Danielle shares lessons from her experience guiding teams through HubSpot optimization, stack consolidation, and key maturity milestones to avoid growth slowdowns.In this episode, you will learn:How to define Martech maturity and identify growth triggersCommon pitfalls when teams outgrow their systemsHow to align HubSpot and processes with business evolutionWhen to DIY and when to bring in outside expertiseThe growing role of AI in shaping marketing operationsThis episode is perfect for marketing operations professionals, HubSpot users, and growth teams looking to scale efficiently without skipping important maturity steps.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Sarah Lane-Hawn, a fractional marketing leader and consultant who helps organizations shape their go-to-market strategy and build operational infrastructure with intention. Sarah brings experience leading both marketing operations and demand generation, offering a clear view of how these functions can work together more strategically.The discussion focuses on how Marketing Operations professionals can move beyond the “ticket-taking” mindset and step into roles that drive real business impact. Sarah shares how understanding the “why” behind requests, influencing decisions, and aligning with organizational goals can elevate both personal growth and company success.In this episode, you'll learn:Why a human-centered strategy is essential to the future of marketing operationsHow MOps professionals can gain credibility and influence within their organizationsThe difference between building for reporting versus enablementPractical ways to bring strategic thinking and intuition into daily workThis episode is perfect for Marketing Ops, RevOps, and demand generation professionals looking to increase their strategic impact, build stronger partnerships with stakeholders, and find more meaning in their work.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show

In this episode, Chantel Hirschel, Director of Revenue Operations at Sana, discusses the unique challenges and opportunities in the healthcare industry, particularly in revenue operations. She shares insights on transitioning from traditional B2B SaaS to healthcare, the importance of HIPAA compliance, and the role of AI in rev ops. Chantel also offers advice for aspiring leaders in the field, emphasizing the importance of communication and strategic thinking.ChaptersIntroduction to Chantel Hirschel(0:00)Transitioning to Healthcare Rev Ops(3:00)AI and Automation in Rev Ops(9:00)Leadership and Communication in Rev Ops(15:00)Future of Sales and Rev Ops(21:00)

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Sari Hegewald, Vice President of Marketing Operations at CeriFi. Sari leads a 10-person team covering marketing automation, creative, content, events, and more, and brings a unique perspective on the human side of marketing operations.She explains why the best MOps leaders focus not only on campaigns and systems but also on relationships, anticipating behavior, and applying empathy in reporting, segmentation, and strategy. The discussion explores the difference between being “data-informed” and “data-driven,” how to combine strategic thinking with emotional intelligence, and ways to engage both internal teams and external audiences without losing the human touch.In this episode, you'll learn:Why empathy is essential in marketing operationsHow to balance data insights with human understandingPractical ways to anticipate behavior and build stronger relationshipsTips for creating campaigns and reporting that resonate without being roboticThis episode is ideal for marketing operations leaders, MOps professionals, and anyone looking to bring a more human-centered approach to data, strategy, and execution.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Join us at MOps-Apalooza: https://mopsapalooza.com/Save 10% with code opscast10Support the show

Hey CX Nation,Here's the first CXWeekly Update from CXC in a long time!This week's episode I walk through some ideas, goals & CTAs that I've learned from the 5 years of building CXC.Don't worry we have a ton of amazing guest interviews coming down the pipeline over the next couple of weeks.Part of our goal at CXC is to create more customer focused business leader content, including short episodes like these ones that are digestible, actionable & most importantly entertaining & valuable for all of you.Full candor, we also wanted to celebrate our 5 year anniversary of building CXChronicles. We are approaching 300+ episodes of customer focused business content, we've worked with almost 150+ companies across the world helping them make customer & employee happiness a habit & we are now partnered with some of biggest players in software & technology including Salesforce, Hubspot, Intercom, Zendesk, & Freshworks to name a few. If you enjoy The CXChronicles Podcast, stop by your favorite podcast player and leave us a review today.You know what would be even better?Go tell one of your friends or teammates about CXC's content, CX/CS/RevOps services, our customer & employee focused community & invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused video content & short-reel CTAs to improve your CX/CS/RevOps performance today (politely go smash that subscribe button).Contact us anytime to learn more about CXC at INFO@cxchronicles.com and ask us about how we can help your business & team make customer happiness a habit now!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Most companies are flying blind at the most important stage in revenue creation. Decisions get made on gut feel, data lives in silos, and leaders can't answer the simplest question: what's really working, and what's not?On this episode of GTM Live, Carolyn and Trevor are joined by their new co-host Amber Williams, Head of Revenue Operations at Passetto, to unpack why GTM leaders need to treat revenue like a science – bringing structure, data, and predictability to the go-to-market engine.The hosts dive into why leaders often make decisions based on instinct instead of data, how poor data architecture creates hidden risks for growth, and why building visibility into every stage of the funnel is critical for confident decision-making.The team also tackles the cross-functional blame game—why marketing and sales point fingers over handoffs and lead quality when the real problem is a lack of shared visibility. Without a unified view of the pipeline, every GTM function is forced to defend itself in silos instead of solving the bigger issue together.Key moments in this episode:[03:15] Why “more tech” in 2025 doesn't mean more clarity[08:42] The pipeline black box and what RevOps needs to uncover[16:30] Why gut-driven GTM decisions break down at scale[22:05] The hidden cost of poor data architecture on growth and trust[31:47] How systematic revenue visibility transforms executive decision-makingThis episode is powered by Passetto, a GTM advisory and software company with a solution that eliminates the Pipeline Black Box™, the critical data hidden inside every GTM engine where leaders are flying blind when it matters most.