OPEXEngine

MAY 4, 2021

Corporate finance experience is declining, while investment banking is rising, as a path to the CFO seat, CFO Dive data shows. The most sure-fire way for aspiring CFOs to attract the notice of CEOs and boards is to bring a strategic mindset, communicate well and showcase a background in operational finance, recruiters say. .

Payment Services 52

Payment Services Finance Communication Strategy 52

SaaStr

NOVEMBER 18, 2021

With nearly a full hour of Q&A with a phenomenal communicator as our guest, our “Off The Record” interview with Pat Grady (Partner at Sequoia Capital) surfaced a number of actionable insights for Founders. We’ve excerpted 10 key highlights from our interview below: #1 – Habits Of Exceptional CEOs.

Scale 298

Scale Company Culture Interviewing Finance 298

SaaStr

JANUARY 6, 2021

We also recommend diving into some of our top articles on how to succeed during the interview process and your first few months once you’ve gotten the job including: How to Succeed as a First-Time VP of Sales. Reply back and I’ll put together a list. — Jason BeKind Lemkin (@jasonlk) January 4, 2021. More on this opportunity here.

Sales Hiring 325

Sales Hiring Scale Payment Solutions Payments 325

Valuize Consulting

JULY 13, 2022

In this interview, Mary-Beth shares her expertise on how you can build a powerful CS Operations function that propels your entire organization towards market-leading Net Dollar Retention. I’ll start with Finance because, in the subscription economy, it’s all about driving the valuation of your business.

Interviewing 52

Interviewing Engineering Scale Revenue 52

SaaStr

MARCH 19, 2021

Since TaxJar focuses on sales tax compliance for e-commerce, we needed to know how sales, finance and technology came together for these companies. Unlike our SMB customers, midsize businesses tend to have multiple key decision makers, including finance, product, IT, security and legal. Who were the different stakeholders involved?

Scale 266

Scale Business Finance compliance 266

SaaStr

SEPTEMBER 21, 2021

CNBC Technology Reporter Kate Rooney interviews Eric Sager, the COO at Plaid, asking for his take on the state of fintech today and tomorrow. Digital Finance Today. More diverse industries are beginning to develop their own digital finance tools, which will pave the way for significant innovations in the near future.

Finance 174

Finance Innovation Banking Interviewing 174

Kellblog

JUNE 10, 2019

Harry’s interview was broad-ranging, covering a number of topics including: Financing lessons I’ve learned during prior bubble periods and, perhaps more importantly, bubble bursts.

Finance 57

Finance Venture Capital Sales Interviewing 57

User Pilot

DECEMBER 13, 2023

Conducting detailed customer interviews alongside JTBD surveys, focusing on users’ experiences and needs, provides valuable insights for developing products that effectively meet user needs and fit seamlessly into their lives. First, analyze customer interviews for patterns and key goals customers have.

Software Review 103

Software Review Underperforming Technical Team Interviewing Innovation 103

Sales Hacker

NOVEMBER 19, 2018

This week on the Sales Hacker podcast , we interview Rob Lopez , SVP of Sales at Justworks , one of the fastest growing businesses focused on HR including payroll, benefits and the like. The benefits of a career in finance on evaluating companies. For now, let’s listen to our interview with Rob Lopez from Justworks.

Finance 59

Finance Sales Hiring Scale Outsourcing Services 59

Tom Tunguz

JUNE 6, 2018

You’ve just raised a round of financing. When interviewing for new executive to lead an internal team, interview for the network by asking and digging into the question: “Who are your first 5 hires?” Your next step is to build your management team. There are several criteria for finding the right executive.

Scale 218

Scale Interviewing Finance Leadership 218

SaaStr

JUNE 21, 2023

Be clear and careful when interviewing people about what they actually want. Those two hours could have been spent doing other things, and a full-time finance person can do a lot more work to move the needle. If you’re interviewing or thinking about your company, it’s tempting to say, “I want to run the Box or LaunchDarkly playbook.”

Sales Recruiting 251

Sales Recruiting Sales Hiring Underperforming Technical Team Pricing 251

Zuora

JULY 27, 2020

Our ongoing CFO series continues with an interview with Megan Murray, Head of Finance at eMoney, a financial planning platform […]. The post The New Back Office: A Conversation with Megan Murray of eMoney & Fidelity appeared first on Zuora.

Finance 96

Finance Interviewing SaaS 96

SaaStr

DECEMBER 5, 2023

Salesforce Ventures interviewed several sales leaders in the space — Gong, Miro, Monday, Okta, and Wiz — to get an informed perspective on the challenges and lessons learned moving upmarket. You also need dedicated resources across your organization — marketing, customer success, product, legal, and finance. The lesson learned?

Scale 192

Scale Enterprise readiness compliance Enterprise 192

Totango

NOVEMBER 8, 2023

Create a 360-degree view of the customer Truly understanding customers and delivering them an exceptional experience requires unifying data from across the organization: sales, support, customer success, marketing, finance, and product.

Data 91

Data Finance Enterprise Interviewing 91

Tom Tunguz

AUGUST 10, 2017

Perez calls this capital finance capital. Finance capital is risk seeking capital, which is distinct from operational capital, the cash on corporate balance sheets. Overall, the interview is wide ranging and a fascinating 90 minute tour of technology revolutions, and the impacts for modern Startupland.

Innovation 156

Innovation Technology Finance Interviewing 156

Andreessen Horowitz

FEBRUARY 12, 2024

Getting executives out of the 1:1 interview process and into a whiteboard session can help you assess their core competencies and how they’ll work with your team. We’re not necessarily interviewing them for a specific role in the portfolio. That’s not really what you’re interviewing for or unpacking.

Sales Recruiting 88

Sales Recruiting Technical Advisors Sales Hiring Underperforming Technical Team 88

Andreessen Horowitz

APRIL 29, 2024

Or if you’ve raised a warehouse, you can now fund and originate loans that will be repaid by a financing partner. For this article, we interviewed multiple lenders to glean their guidance and insights. While many of Finley’s early customers were fintechs involved in specialty finance (e.g., What happens now?

Payment Services 92

Payment Services Payment Solutions Development Team Review Outsourcing Services 92

Baremetrics

NOVEMBER 25, 2021

Interview stakeholders 2. You can create your hiring plan by considering the following steps: Interview stakeholders. Interview stakeholders A stakeholder is anyone who would be affected by hiring (or not hiring) new personnel. This includes three groups of people: department heads, the finance team, and individual employees.

Sales Hiring 97

Sales Hiring Sales Recruiting Finance Forecasting 97

Trint

NOVEMBER 23, 2020

In my 30 years of news reporting for ABC, CBS and CBC News I traveled to more than 40 countries, dodged bullets while reporting on wars, I interviewed prime ministers and presidents. I ran one of my interviews through it. Don’t get me wrong, I’m constantly surprised that I can do this with no business or finance experience.

Branding 130

Branding Advertising Underperforming Technical Team VP of Engineering 130

OPEXEngine

JANUARY 10, 2023

As finance chiefs face talent retention pressures, CFOs are looking for solutions that will allow them both to keep up with business advancement as well as clamp down on spending. Financial departments I think are going to take a bigger leap into digital transformation through automation in the new year,” Herald said in a recent interview.

Artificial Intelligence 52

Artificial Intelligence Finance Machine Learning Interviewing 52

Blulogix

FEBRUARY 13, 2024

Engage in Direct Feedback: Regularly solicit feedback from your subscribers through surveys, interviews, and focus groups. Look for trends that indicate what features or services customers use most and what drives their satisfaction. Direct feedback is invaluable for understanding customer perceptions, experiences, and expectations.

Subscription 52

Subscription Payment Features Marketplace as a Service B2B 52

SaaStr

JANUARY 10, 2024

“Typically that was the marketing hat in my case, but sometimes it was the sales hat or thinking about finance or other areas of the business. . “It was always thinking about the company first,” said Janine Pelosi of Zoom. And without that context, you lose out.”

Sales Hiring 251

Sales Hiring Scale Technical Review Leadership 251

User Pilot

JUNE 20, 2023

Popular validation techniques include online surveys , user interviews and focus groups, and fake door tests. Not building the product at all is a valid option too if the cost of financing it is higher than the returns. Conduct online surveys and user interviews Online surveys are an easy way to collect customer insights at scale.

Underperforming Technical Team 83

Underperforming Technical Team Social Media Scale Interviewing 83

Tom Tunguz

OCTOBER 21, 2019

In the last 15 years, the private capital markets have become much larger and it’s a common occurrence to read about $100M or $500M financings or even billion-dollar financings. Resources: Goldman Sachs interview with Barry McCarthy. Investor Field Guide interview with Bill Gurley.

Banking 135

Banking Finance Interviewing Pricing 135

User Pilot

DECEMBER 7, 2023

Make data-driven decisions : Before making business strategy decisions, you can analyze relevant economic and financial data to better understand your finances. Weak finances may reveal the need for hiring freezes or lead you to postpone any market expansion plans.

Payment Methods 90

Payment Methods SaaS Payments Data Payments 90

SaaStr

APRIL 7, 2022

I can give you marketing examples about how robots are sitting on my laptop and then in the cloud doing work for us that we hate doing, the work that is done in a contact center or in an airline or work that’s done in your finance business. In fact, our CEO will fire an arrogant person tomorrow, right?

Sales Hiring 259

Sales Hiring Scale Sales Recruiting Outsourcing Services 259

Intercom, Inc.

OCTOBER 29, 2019

For example, our Finance team is now able to confirm whether new customer growth is up in our target segments. In our case, the Finance team was supportive of using this approach for our first iteration. Assessing progress on our strategy. How to segment your customers. Do certain verticals retain better over time (fit)?

Business 184

Business B2C Scale Headcount 184

Kellblog

MAY 16, 2020

I’m pleased to announce that I was recently featured in a six-part SaaS podcast mini-series on SaaShimi hosted by Aznaur Midov , VP at PNC Technology Finance Group , a debt provider who works primarily with private equity (PE) firms for SaaS buyouts, growth capital, and recapitalizations. Let’s talk first about the mini-series.

Metrics 96

Metrics SaaS Technical Review Interviewing 96

Divestopedia

JANUARY 30, 2019

Deal structures are complicated, wonderful things. You really can negotiate for the terms you need to make a successful business transition. Let Matt Boettner tell you how.

Finance 41

Finance Interviewing Business 41

User Pilot

APRIL 6, 2023

Use data from user interviews, task analyses , and customer feedback to inform what goes into the MVP and future development. And the longer it takes for you to find your PMF , the higher the risk you run out of cash to finance your development. User interview template. Book the demo!

Underperforming Technical Team 87

Underperforming Technical Team Management Interviewing Scale 87

OPEXEngine

OCTOBER 19, 2020

Member Spotlight Series: An Interview with Dominic Ballinger, Director of FP&A and Integration at Sage. Typically, we work with CFOs, chief people officers, and senior finance and HR executives.”. The coronavirus pandemic has forced companies to pivot, refocus, and overcome challenges they couldn’t have imagined.

SaaS Payments 81

SaaS Payments Payment Services Payment Solutions Payments 81

Trint

JANUARY 28, 2021

Teams across your business rely on software platforms for everyday tasks: from your finance team’s automated payroll system to the marketing team’s workflow management system , these platforms are central to your organization. And how do you know which software platforms are up to the task of keeping that data safe?

Outsourcing Services 130

Outsourcing Services Data Artificial Intelligence Scale 130

SaaStr

MARCH 13, 2020

Below, we’ve shared the transcript of Harry’s interview with Harry Hurst. Equity financing tends to be abundant for these types of companies, but it’s not necessarily the most efficient way to finance that growth. So these companies typically bridge that gap with equity financing, which seems easy at the time.

SaaS Payments 213

SaaS Payments Payment Methods Finance Payments 213

Sales Hacker

APRIL 21, 2021

Once you’ve done that schedule lunch or coffee with the finance leader in their organization (or prof. Full time offer with Intel on their strategic finance team. Requirements: Bachelor’s degree or equivalent experience in finance and accounting. 7+ years experience in Revenue Operations, Finance, or related functions.

Scale 100

Scale Technical Review Sales Recruiting Technical Advisors 100

Mucker Capital

OCTOBER 22, 2018

The money will help the team improve the product and finance customer expansion, particularly internationally. That idea eventually turned into AuditBoard, which launched in 2014 and this month secured a $40 million funding round led by Battery Ventures. Kim now serves as CEO and head of product, and Lee as president and head of business.

Payment Services 40

Payment Services VP of Engineering Interviewing Payment Solutions 40

Divestopedia

FEBRUARY 20, 2019

Plus, he talks about how the 'money will always come' when you're trying to finance a deal. Troy Berg takes us through his eight acquisitions and what strategies worked best for him to grow his company 3x in three years.

Acquisition 40

Acquisition Interviewing Strategy Scaling 40

Navint

APRIL 18, 2019

This is an excerpt of the article Key SaaS Lessons to Maximize Revenue from VentureBeat that featured an interview from Sean Joyce. The sales process is completely intertwined with the finance process, from a billing standpoint. To view the full article, click here. To view the full article, click here.

Revenue 64

Revenue SaaS Finance Interviewing 64