SaaStr

SEPTEMBER 21, 2021

Digital Finance Today. Stage Three: Today, non-financial organizations are looking at ways to embed financial tech solutions within their operations and integrate those tools into the consumer experience. Automation will rapidly grow in the fintech space to help consumers make personal finance decisions.

Finance 168

Finance Innovation Banking Interviewing 168

Chart Mogul

AUGUST 15, 2019

Revenue-based financing is quickly becoming a popular way for startups to raise funds without sacrificing equity. New investment structures are gaining traction in the early-stage SaaS financing market. A high-level look at Revenue-based financing (RBF). This is how it works. What is RBF? Simplified RBF. We require $450k (1.5x

Finance 52

Finance Payments Revenue Payment Solutions 52

SaaStr

DECEMBER 5, 2023

The solution for this challenge? Role-based access controls Org visibility of how to manage the entire organization on the platform Compliance and governance Reporting If you’re committed to the journey, build this into your platform early. For many, moving upmarket makes sense to scale. Show and deliver business value upfront.

Scale 182

Scale Enterprise readiness compliance Enterprise 182

SaaStr

MAY 19, 2022

1Password raised capital after running bootstrapped for a decade because they felt like they were leaving money on the table by not having a marketing and finance team. Formalize the process of helping generalists to grow into specialist roles. This leads to working on human-centric solutions instead of segment-centric solutions.

Development Team Review 228

Development Team Review B2C Compensation Technical Review 228

SaaStr

OCTOBER 10, 2023

The CEO’s Role If you are a founder thinking about scaling, consider your legal and sales teams and how you can facilitate alignment between them. Solutions should be the goal; simply understanding the risk-reward balance can help guide the outcome.1Password The attorneys need to think about how to get a “yes” for their clients.

Sales Hiring 156

Sales Hiring Scale Sales Communication 156

SaaStr

JUNE 17, 2023

We’ll also examine how public markets currently influence the SaaS industry and unpack the elevated CIOs’ role in budgeting for SaaS products. Entrepreneurs have been compelled to adjust their approaches and search for other methods of financing their companies in light of the modifications.

Venture Capital 206

Venture Capital Scale Technical Review Software Review 206

Stax

NOVEMBER 27, 2023

billion for its role in financial crime. This can involve comparing the information provided to databases, and ensuring the customer isn’t a politically exposed person (PEP), on any sanctions list, or suspected to be involved in terrorism financing. million ($47.3 million), while Goldman Sachs faced a fine of $2.9

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

Blulogix

FEBRUARY 9, 2024

As companies delve deeper into subscription models and agile monetization platforms , the necessity of integrating disparate processes—from sales and marketing to finance and customer support—becomes unmistakably clear.

Technical Review 52

Technical Review Systems Review Operational efficiency. B2B 52

Stax

DECEMBER 4, 2023

Often, it’s also used for the financing of terrorism making the world highly unsafe. Key AML Requirements for PayFacs Now that we’ve covered the basics of AML compliance and its role in the financial system, let’s dive deeper into how PayFacs can help. Non-compliance can have major implications.

Merchant Services 88

Merchant Services Payment Services Payfac compliance 88

Blulogix

JANUARY 28, 2024

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Step 2: Assemble Your Implementation Team Gather a cross-functional team that includes representatives from finance, IT, customer support, operations, and other relevant departments.

Payment Solutions 52

Payment Solutions Payment Features Payment Services Subscription 52

Intercom, Inc.

NOVEMBER 7, 2019

If people aren’t looking for your solution, you have to educate them about the problem your product solves. So they created a software that provides control, visibility, and payment methods for corporate finance teams. If people aren’t looking for your solution, you have to educate them about the problem your product solves.

Scale 162

Scale Payment Methods Payment Solutions Marketing 162

Intercom, Inc.

JUNE 23, 2020

Future facing businesses are investing in much better customer experiences, moving beyond traditional support tools that are built around deflection as the solution to scale. Changing customer expectations for modern support solutions has accelerated even further, as they see the best businesses adapt to these new tools in record time.

Customer Support 245

Customer Support Scale Underperforming Technical Team Scaling 245

Blulogix

JANUARY 28, 2024

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Step 2: Assemble Your Implementation Team Gather a cross-functional team that includes representatives from finance, IT, customer support, operations, and other relevant departments.

Payment Services 52

Payment Services Payment Solutions Payment Features Payments 52

User Pilot

JULY 27, 2023

Confused about trying to understand SaaS roles? In this article, we’ve outlined the major roles that move the needle in terms of product growth alongside their KPIs and current salary ranges. They also manage finances and supervise one or more engineering teams. What are the different roles in SaaS companies?

Sales Hiring 97

Sales Hiring SaaS Payments Sales Recruiting CTO Hire 97

Frontegg

APRIL 5, 2021

This is especially true in industries like finance or health; it is crucial to make sure nobody can accidentally (or purposely) log into a different person’s account. One solution to this problem could be implementing a policy to check whether the user’s password is strong enough. Roles and Permissions Handling. Image Source.

Artificial Intelligence 96

Artificial Intelligence Underperforming Technical Team Systems Review Banking 96

Subscription Flow

NOVEMBER 7, 2023

To simplify the intricacies of payment processing, two well-known solutions have surfaced: Payment Facilitators (PayFacs) and Merchants of Record (MoRs). Business Size & Growth The size and growth trajectory of your business play an important role. PayFacs are often more suitable for SMEs seeking a quick and straightforward setup.

Merchant Services 59

Merchant Services Payment Services Payment Facilitation Payfac 59

OPEXEngine

JANUARY 18, 2022

Challenges wrought by the pandemic haven’t come with easy or obvious solutions—other than a measure of agility to adapt to new situations. Reese—whose career has spanned wealth management, financial services, payments, and fintech—said he viewed the CFO role as being “the champion of value creation.”

SaaS Payments 52

SaaS Payments Scale Strategy Payment Services 52

Intercom, Inc.

APRIL 4, 2022

Two roles at similar levels in similar looking companies can actually differ widely in practice. It can be tempting to try to solve every problem with an exciting solution, but introducing unnecessary complexity can create issues down the line. We build innovative solutions using technology that we and our customers understand. “We

Engineering 118

Engineering Scale Sales Hiring Company Culture 118

Casey Accidental

JUNE 2, 2021

At every company, there are well defined roles you would expect to see. In software, they tend to be roles like engineering, product management, design, marketing, legal, finance, etc. But as companies scale, they tend to invest in more specialized roles over time. This can create a remarkable conflict of interest though.

Sales Hiring 66

Sales Hiring Scale Transportation Consulting 66

The Angel VC

MARCH 23, 2016

As I wrote in the original post: It's a simple plan for an early-stage SaaS startup with a low-touch sales model – a company which markets a SaaS solution via its website, offers a 30 day free trial, gets most of its trial users organically and through online marketing and converts them into paying customer with very little human interaction.

SaaS Payments 217

SaaS Payments Headcount SaaS Payment Methods 217

User Pilot

JULY 23, 2023

Putting up a GTM team can be daunting, especially because you need to hit the sweet spot between just enough roles and too many people on the deck. This role requires a combination of strategic thinking, marketing expertise, and project management skills. But it’s not that easy. Develop a product roadmap.

Marketing 80

Marketing Customer Lifetime Value SaaS Advertising 80

Neil Patel

SEPTEMBER 2, 2020

The top 5 options for accounting software: FreshBooks – Best for freelancers and solopreneurs QuickBooks – Best accounting software for small businesses Zoho Books – Best for businesses with 50+ customers/vendors Sage50 Cloud – Best desktop accounting solution Wave – Best free accounting software.

Payment Solutions 145

Payment Solutions Software Review Software Payment Services 145

User Pilot

JUNE 20, 2023

Next, it’s time for market research which focuses on industry trends , assessment of the competitive landscape, and evaluation of the financial viability of the solution. Are there enough users who are ready to pay for a solution to the problem? Do we have enough expertise to build the solution?

Underperforming Technical Team 90

Underperforming Technical Team Social Media Scale Interviewing 90

Panintelligence

FEBRUARY 7, 2024

It's a continuous process of adaptation and improvement, ensuring that solutions not only meet current standards throughout every process and technology used, but they’re ready to adapt too. Modern systems On the flip side, modern security solutions are flexible, they can scale up, and they’re quick to adapt to new threats.

Payments 52

Payments Data Payment Services Payment Solutions 52

OPEXEngine

FEBRUARY 11, 2020

However, despite the growing importance of data , many CFOs and Finance Leaders feel they’re underusing it in their roles as business leaders and advisors. When it comes to gathering, understanding, and sharing information, your accounting solution forms the foundation for success. Why is this disconnect happening?

Data 69

Data Benchmarks Finance Technology 69

ChurnZero

JUNE 14, 2023

Does your CS team have a dedicated operations role yet? I believe this role is essential to maximizing efficiency, actionable customer insight, and the ROI of your CS platform. collaborate with finance teams. Also, look for a platform that non-CS people can leverage to meet their specific needs. While 83.1%

Scale 52

Scale Customer Success Technical Review Sales Hiring 52

Sales Hacker

JANUARY 20, 2022

When sales reps are more connected to their sales leaders and their role, they tend to be more satisfied and take pride in their work. When reps are happier in their roles and with their work, their productivity and performance can increase substantially. It’s a win/win situation. How does your software track coaching impact over time?

Sales Recruiting 98

Sales Recruiting Scale Retention Sales 98

Chart Mogul

JUNE 24, 2021

If pricing plays a critical role in your positioning. Talking about whether you want to be a premium product or mass-market solution upfront makes every other pricing localization decision easier. Implementing a new and variable pricing strategy comes with many moving parts, and everyone has a role. The only problem?

Pricing 128

Pricing SaaS Payments Payments Payment Features 128

Buffer Resources

OCTOBER 12, 2023

Financial transparency is especially close to our hearts, which is why we’re proud to share Open Books, a series of small business owners giving us a peek inside their books in the spirit of being open about finances as well. Because I am bootstrapped, every cent matters, and I care so deeply about succeeding.

Sales Hiring 107

Sales Hiring Business Scale Consulting 107

Scytale

JANUARY 23, 2024

Moreso, it also speaks to your specific business goals as a startup, which could include scaling your business, finding a foothold into new markets, or securing venture capital funding, and the role that compliance plays in it all.

Startup 52

Startup compliance Cybersecurity Healthcare 52

Scytale

JANUARY 23, 2024

Moreso, it also speaks to your specific business goals as a startup, which could include scaling your business, finding a foothold into new markets, or securing venture capital funding, and the role that compliance plays in it all.

Startup 52

Startup compliance Cybersecurity Healthcare 52

InsightSquared

MAY 15, 2019

Finance and management studies gave you models to take into the real world while our area did not. We are deep in the age of tech-based solutions and finding answers to problems we didn’t know we had! Those who master the solutions drive the language of the business. The Path is Indirect. No one got a degree in the subject.

Sales Recruiting 110

Sales Recruiting Scale Technical Review Sales 110

Blulogix

JANUARY 5, 2024

Let’s explore the key definitions that every business owner, finance professional, and product manager should know. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Subscription 52

Subscription Payment Features Payment Services Payments 52

Practical Advice on SaaS marketing

FEBRUARY 6, 2016

And that’s especially true if you’re marketing a software-as-a-service (SaaS) solution. That’s because the person evaluating the solution is often the same person that will be using the solution. The evaluator is also the user If you sell an HR solution, you're trying to reach the HR manager. Create urgency.

Finance 100

Finance SaaS Technology Software 100

The Angel VC

MARCH 31, 2015

A large bankroll ( $180M in financing )? Hard to deny that value proposition (although we believe that this is not one-size-fits-all and best of breed solutions like our portfolio company Humanity will win large parts of the market). Aggressive outbound distribution A large bankroll ( $84M in financing )?

Scale 168

Scale SaaS B2C Finance 168

CustomerSuccessBox

OCTOBER 26, 2021

The Customer Success Operations (CS Ops) role is critical in delivering, optimizing, and maintaining successful tech-touch programs, ensuring that everything runs smoothly. CS teams are expanding and new roles are emerging. Defining the CS Ops role (is it really just operations?). Role of CS Ops in Digital led CS (tech-touch).

Customer Success 52

Customer Success Sales Hiring Scale SMB 52

FastSpring

FEBRUARY 20, 2020

What is the role of an Ecommerce Manager? For the most part, the role of an Ecommerce Manager is very similar to that of any marketing manager. The role of an Ecommerce Manager fits under the marketing umbrella. So, let’s get into how an Ecommerce Manager gets it all done. Should your Ecommerce Manager be in-house or outsourced?

Payment Methods 78

Payment Methods Outsourcing Services Payment Solutions Outsourced Development 78