The goal of Uncharted Podcast is to allow a space for some of the most brilliant individuals in the business to tell their stories. I’ve found that many of these great people got where they are by diving into the unknowns, or the uncharted. And they often ventured in not so conventional (often eclectic) ways. Support this podcast: https://anchor.fm/uncharted1/support
Sid is the Head of Studio at Forum VC, a venture studio with a goal of building 8 AI companies per year.
Prior to joining Forum VC, Sid started Broca, an AI software that generates ad copy and other forms of marketing content. He has also helped dozens of SAAS companies with their growth. Some companies he has worked with include Thinkific, LemonStand, Gorgias, Plato, Typeform, and ClickUp
This episode is brought to you with the support of Oracle Netsuite, learn more at netsuite.com/uncharted
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This week, we feature a conversation with Tom, the CEO and founder of Jiminny. We're excited to reintroduce this valuable episode, originally recorded some time ago. The insights remain incredibly relevant, and we believe they will resonate with our growing audience.
Join us as Tom shares his journey from a sales background to founding Jiminny, the challenges and lessons learned along the way, and his thoughts on navigating business growth, team dynamics, and staying resilient through tough times.
Download NetSuite's popular KPI checklist, designed to give you consistently excellent performance, absolutely free at netsuite.com/scale.
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We're excited to re-release one of our earliest and most insightful episodes from 2020, featuring Greg Sands, Founder and Managing Partner of . In just 15 minutes, Greg shares his journey from skating on frozen Minneapolis lakes to shaping the future of early-stage investing.
Discover the principles that guide his investment strategy, and the art of being an exceptional investor. Greg also dives into the dynamics of early-stage enterprise SaaS investments and the evolving landscape of venture capital.
Whether you're an aspiring entrepreneur, an investor, or just curious about the inner workings of venture capital, this episode is packed with timeless wisdom and practical advice.
Join us as Greg Sands takes us through his career, offering invaluable lessons on leadership, curiosity, and the drive needed to succeed in the fast-paced world of startups. Enjoy the episode and thank you for your continued support!
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This week's episode features a repurposed interview where Federico Ramallo interviewed Poya Osgouei on the IrregEx Podcast. Federico's qustions were put together using an AI speaker. In this episode, Poya dives deep into various topics, including his experiences growing up as an immigrant in the United States, what he's learned over the years as a startup advisor and his approaching to sales. This episode is brought to you with the support of our sponsor, Oracle Netsuite.
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This Week's Guest is Kevin Mulrane.
Kevin Mulrane jumped onto Sales Operations Demystified to share his thoughts on the blurring of sales leadership and sales operations, why sales reps need to become the CEO of their own business and why you should "Win what is winnable".
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This week's guest on Uncharted Podcast with Poya Osgouei is Fabian Veit, the CEO at Make. Fabian joined the leadership team of Make in 2020 after the business was acquired by Celonis, a leading process mining platform and execution management software. Before Make, Fabian held various roles at Celonis, from Data Scientist to COO, spearheading operations and team development from a small team of just twenty individuals to a thriving organization with over 1,000 employees.
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Amir Orad, a seasoned CEO/entrepreneur in AI/analytics, Cyber, and FinTech, has a proven track record of scaling tech companies, including Sisense, Actimize, and Cyota, achieving 9-figure revenues, profitability, and market leadership.
As CEO & Chairman of Sisense, revenue grew 17X over eight years to $150M, transitioning to native cloud SaaS and achieving profitability. Sisense serves thousands of customers, recognized as a Visionary/Leader by Gartner, G2 Crowd, and Forrester.
Previously, as CEO of NICE Actimize, revenue grew 10x to $200M with over 25% operating income, transitioning to a SaaS/Subscription model. Orad co-founded Cyota, growing it to $100M in bookings in six years before its acquisition by RSA Security.
With expertise in mergers and acquisitions, Orad successfully integrated four acquisitions into his companies over 20 years. He's also chaired/boarded companies like AnyWord, Yotpo, SecuriThings, Ava, and BillGuard.
Starting his career as a techie, Orad holds patents and is recognized as an industry thought leader in publications like the Wall Street Journal and CNBC. Based in New York, he holds an MBA from Columbia University and a B.Sc in Computer Science and Management from Tel Aviv University, receiving accolades like EY Entrepreneur of the Year and Goldman Sachs' 100 Most Intriguing Entrepreneurs.
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This week's guest is Karel Callens
Karel Callens is the CEO and founder of Cumul.io, and is based in Leuven, Belgium. He has worked in the field of big data and analytics for over 10 + years and has an education from Katholieke Universiteit Leuven.
This is brought to you with support from Netsuite.com/scale
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This week's episode is brought to you with support from DuploCloud.
This week's speaker is Aaron McReynolds. With over nine years of experience in sales and sales management, Aaron is currently the Co-Founder and CEO of Alysio, a software company that helps sales teams optimize their performance and efficiency via AI. Aaron has a proven track record of leading and growing sales teams in various markets, such as enterprise, corporate, and international. He has also successfully sold and managed accounts for some of the leading software companies in the industry, such as Lacework, Okta, and Qualtrics. Aaron began his career at Goldman Sachs within the Asset Management Division. He is a Brigham Young University alumni.
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This week, we have an engaging discussion with Pete Ryan, co-founder of Hifive. While SaaS fundamentals like MVPs and growth are on the table, the real focus here is the founder's mindset—a make-or-break factor on the path from zero to one. Take a listen to uncover the valuable insights that can set your startup on the right track.
Peter Ryan, the co-founder of Hifive (formerly CoSell), has a wealth of experience in SaaS and B2B sales. His journey is a testament to the transformation possible in the startup realm, making him a valuable figure for SaaS founders and investors.
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This week's episode features Ashley Montgomery, who runs Montgomery Entertainment and is experienced in event productions, discuss event partnerships with Poya Osgouei.
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This week's guest is Brent Chudoba.
Brent lives in Charleston, SC and has been the CEO of Biteable since February 2020. Prior to Biteable, he was COO at Calendly, COO/CFO at Thrive Global, COO at PicMonkey, Board Director at Schoology, and CRO at SurveyMonkey where he joined at as an early employee. Before his operating career, Brent was an investor at Spectrum Equity investors and an investment banking and hedge fund analyst. Brent attended Columbia University. When he’s not working on software businesses, he spends his time chasing around his three young boys on the beach or the soccer field.
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This week's guest is Dan O'Connell, Dan serves as Chief Strategy Officer at Dialpad and is also a member of the Board of Directors. Prior to Dialpad, Dan was the CEO and President of TalkIQ, real-time speech recognition and NLP start-up backed by Salesforce Ventures and Scale Venture Partners. He was AdRoll's Vice President of Sales and also spent 8 years at Google where he handled key sales positions.
Dan holds an MBA from the University of California Berkeley and a degree in Communications from Santa Clara University.
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This week's guest is Jack Klingbiel.
Jack Klingbiel lives in Denver CO and is highly experienced at scaling GTM operations via Sales Development. He's built out BDR teams and GTM processes from scratch at three different companies. He set up foundations at AgentSync and scaled the business from $4m in ARR to $28m ARR, Red Canary from $10m in ARR to $80m ARR and is currently at Cortex.io with the same assignment. When not at work, find him at the gym, on the golf course or playing with his soon to-be "step-dog", Bille.
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Ian Hutchinson is currently leading the sales team for DuploCloud. Previously Ian worked at Salesforce and was the first sales rep at Vidyard. When not working, Ian's most likely hanging out with family and friends or enjoying great food and the outdoors.
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Billy Robins lives in San Francisco and is a 20 year plus veteran of Silicon Valley. Currently he is building out Business Development & Partnerships for Jellyfish.co; previously Billy did the same role at Productboard and worked at Zendesk, Wells Fargo and PayNearMe. When not training in Golden Gate Park or catching live music, he's most likely to be hanging out with family and friends.
You can connect with Billy Robins at https://www.linkedin.com/in/billyrobins/
This episode is sponsored by Netsuite -- learn more at netsuite.com/scale
Show notes:
Two essays by Billy:
And the Proprietary distribution that was mentioned in conversation - Tren Griffin
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This week's episode features Kevin Mulrane.
Kevin Mulrane has 15 years of sales experience and over a decade of sales leadership. 4X VP of Sales, 1X CRO, and a succesful exit. Proven track record of building and scaling sales teams focused on GTM Strategy, consistent coaching, and hire top tier talent. Building and scaling sales teams is his jam.
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This week's episode features Patrick Hudgins. Patrick is the former CEO of a RevOps company that he helped bootstrap and was formerly a sales leader at companies such as Talkdesk. You can connect with Patrick at https://www.linkedin.com/in/patrickhudgins
This episode is brought to you with the support of Netsuite and Montpac.
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Today's guest is Ankit who is a cofounder and CEO of dev-productivity startup Aviator Technologies and also leads the ex-Google alumni network (Xoogler.co). Previously he led engineering teams at Sunshine, Homejoy and Shippo. Prior to that, Ankit was also an EIR at Unshackled Ventures and an engineer at Google and Adobe.
This episode is sponsored by DuploCloud and Montpac. Visit Duplocloud.com/uncharted for seamless DevOps automation and Montpac.com for your finance and accounting needs.
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Today's guest is Firaas Rashid, CEO and Founder of Hook. Hook is the B2B SaaS platform focused on predictable revenue growth from existing customers. Backed by Lightspeed and LocalGlobe, Hook is revolutionising the way companies forecast their revenue growth using product usage and customer data. He is passionate about changing the way Customer Success is run and building the leading workplace for ambitious people who want to be part of a team. Before founding Hook, Firaas was CTO and Head of Customer Success (EMEA) at AppDynamics, scaling from $170m to $550m Annual Recurring Revenue in 2 years. He led a rapid journey of rebuilding Customer Success to focus on data-driven prioritisation and scale. Prior to that he was a Director of IT at Credit Suisse.
This week's episode is brought to you by DuploCloud and Montpac. Checkout Duplocloud.com/uncharted to learn how they help automate tedious DevOps tasks and Montpac.com for all your finance and accounting needs.
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Steve Murphy is a tech professional known for his prowess in building meaningful relationships. Originally from the vibrant city of Chicago, Steve has been on a westward journey, carving out his career path while embracing new opportunities.
With a customer-centric approach, Steve believes in simplifying the intricacies of business by prioritizing the needs and satisfaction of clients. This philosophy forms the core of his work, where doing right by the customer is the key to success.
Steve's journey in the tech industry took him to Silicon Valley, where he navigated the realm of HR Tech with wide-eyed enthusiasm. Subsequently, he found his true calling in the cybersecurity landscape while soaking in the vibrant vibes of San Francisco.
Currently a free agent, Steve Murphy continues to bring his unique blend of relationship-building skills and tech expertise to the forefront of the industry. With a heart for genuine connections and a commitment to customer satisfaction, Steve stands out as a dynamic and passionate professional in the ever-evolving world of technology
This week's episode is brought to you by Netsuite, learn more at netsuite.com/scale
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Our speaker this week is Monty Montgomery. Monty has over 27 years of experience in financial management and business process outsourcing (BPO) services. Prior to becoming CEO of MontPac, Monty was CEO of Startup Financial Management Inc, CFO of TechFarm Ventures and CEO of Montgomery Financial Services Corp. Monty was also the acting CFO of Metacloud and he helped guide the company through its successful acquisition by Cisco. Monty has a passion for accounting and for providing services that help business owners become better informed enabling better business decisions.
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Today's Guest is Peter Molnar, Founding Principal at SaaSPartners.
With 30 years of experience, Peter's led GTM Strategies & Execution across diverse B2B Ecosystems, including Salesforce, Adobe, Microsoft, Workday, Zendesk, and ISVs/SIs. Successfully generating revenue from SMBs to Global Enterprises, and Horizontal to Industry-focused markets. Originated Strategy & GTM with numerous partners for Adobe Document Cloud, proving success in revenue creation through C-Level engagement.
Today's episode is brought to you with the support of Oracle Netsuite. Check them out at Netsuite.com/scale
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This week's guest is Mark Dembitz, General Manager of APAC at Lark.
Mark is a seasoned and innovative leader with 18 years of international B2B experience in business development, sales, and key account management. As General Manager of Lark's APAC division, he leads a team of go-to-market professionals and is responsible for the growth and strategy of a leading communication and collaboration tool. Mark's diverse background includes a start in finance, 13 years in the startup and scale-up world, and expertise in utilizing cutting-edge technology to drive change in energy, commodities, and maritime sectors.
With a passion for connecting people and companies, he is a strong believer in using technology to enhance productivity, collaboration, and mobility. Mark holds a B.A. in East Asian Studies from Brown University and an MBA from INSEAD, is fluent in 5 languages, and has lived and worked across Asia since 2006. He has traveled to over 90 countries and is always eager to experience new cultures and places.
You can find Mark Dembitz on LinkedIn
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This week, we are highlighting our most downloaded episode from 2023 featuring Tobias Dawes.
Tobias has more than 15 years' experience working in cloud and systems architecture for some of the most respected FTSE 100 institutions including IBM, Barclays and the Bank of England. With a decade spent working in the Salesforce ecosystem, working for a range of technology start-ups, Dawes went on to ServiceWare as its director of solutions architecture, where he led its expansion across EMEA.
Based on his own experience across the financial services and technology sector, he realised there was a need to automate and streamline pre-sales documents (RFPs, RFIs, DDQs). It is this that led him to launch Avnio, an ambitious software company that accelerates business to closed won. Dawes believes that new technology presents an opportunity to explore new ways of working and doing business, however, leaders must be willing to embrace change and innovation.
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Dive into the excitement of one of our earlier episodes, showered with a plethora of positive feedback, shining the spotlight on the incredible Greenhouse CMO, Carin Van Vuuren where she talks about belonging and inclusion, after growing up in South Africa. One key part of Greenhouse is helping to eliminate bias in the hiring process.
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Every thanksgiving, we reflect on the 5 lessons we have learned.
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This week's guest is Itamar Falcon, CEO and Co-Founder of Coho AI, brings vast experience from Microsoft and Google, enhanced by his academic journey at the Technion - Israel Institute of Technology. Guided by a genuine passion for the potential of data, Itamar is focused on developing practical solutions that improve how companies use their data to foster growth and deepen customer engagement. His aim at Coho AI is straightforward: to help businesses unlock the full value of their data to boost revenue, engagement, and customer lifetime value.
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Today's guest is Iba Masood is the co-founder and CEO of Tara AI, the engineering intelligence platform, that helps engineering teams maximize impact and deliver better customer outcomes by improving productivity. Tara AI is venture-backed and headquartered in San Jose, California. Iba is a YCombinator Alum, and was awarded Forbes 30 under 30, for the 2018 list, under the field of Enterprise Technology. She has been featured in TechCrunch, Wired and Huffington Post for her work in data, predictive systems and machine learning in the world of work.
Iba is the youngest winner of the Cartier Women's Initiative Award, and has an undergraduate degree in Finance from the American University of Sharjah, graduating magna cum laude. Iba has also previously worked at McKinsey & Co, and GE.
In August 2017, Iba became a permanent resident of the United States, through the EB-1A award, which presents individuals of outstanding ability with the green card. She is also a past winner of the MIT Global Business Plan competition.
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This week's guest is Chris Buonocore. A seasoned engineering leader whose helped scale companies such as HackerRank, Toast, Drift and most recently Stavvy. His passion extends beyond the tech world into nature, where he explores and embraces challenges, much like his approach towards navigating the tech world.
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Vieje Piauwasdy is leading the Equity Strategy team at Secfi where we help startups and their employees make informed decisions to get the most value out of their equity. Our in-house education, online forecasting tools and financing products enable startup employees to afford to exercise, save on taxes and unlock liquidity without selling so they can get the most out of their equity.
This episode is brought to you with support from Netsuite and Bambee.
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This week's guest is Federico Ramallo. A seasoned tech executive and co-founder of Density Labs, Federico brings over two decades of rich experience in software, business, and leadership to the tech landscape in Mexico and beyond. Originating from Buenos Aires and now a pivotal figure in the Mexican tech industry, Federico has been instrumental in co-founding Density Labs, a software development company that not only tackles digital projects with a fearless approach but also contributes significantly to the tech growth in Mexico by training 150+ developers. His passion extends beyond the tech world into nature, where he explores and embraces challenges, much like his approach towards navigating the tech world. Federico is not just a leader; he is a mentor, a problem solver, and an innovator, bridging corporate tech needs with burgeoning talent in Mexico, ensuring efficient US team scaling and robust support to digital projects.
This week's episode is brought to you by Netsuite, learn more at netsuite.com/scale
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This week's guest is Jack Greener. Jack is an adaptive climber, cyclist, and free-skier who has achieved remarkable feats in the face of adversity. He holds the distinction of being the only individual with a spinal cord injury to successfully summit Mount Whitney, the tallest mountain in the lower 48 states.
In addition to his incredible athletic accomplishments, Jack has made a significant impact through his philanthropic endeavors, raising thousands of dollars for charity. He has also been a vocal advocate for the inclusion of disabled athletes in the world of cycling competition and professional rock climb guiding, actively campaigning with various organizations to promote this important cause.
Furthermore, Jack's creative talents extend beyond the realm of sports. He has lent his expertise to professional photography campaigns for renowned brands such as ON Running, Nike, and Hoka, showcasing his versatility and skill in capturing captivating imagery.
This week's episode is brought to you by Bambee, learn more at Bambee.com/scale
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Andy Mowat spent his career building sales and marketing engines for world-beating companies such as Upwork, Box, and Culture Amp. Andy thinks deeply about how GTM motions are changing. And was most recently the co-founder and CEO of Gated which put a dent in the world of outbound.
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This week's guest is Claire Montgomery. Claire is a Sr Director of Software Engineering at G-P (Globalization Partners), responsible for building high performing global engineering teams who provide world class customer experience through the use of technology. Claire recently established and runs the G-P Women in Tech Community, established to unlock boundless possibilities for women in technology, so every woman everywhere can reach their full potential, wherever they are in their career journey. Claire is passionate about building a culture of trust, support and challenge. Creating an environment focused on engineering excellence and driving positive outcomes for the business, customer and employee.
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Today we chat with Pouyan Salehi and Cyrus Karbassiyoon as they talk through their learnings founding multiple SaaS Products together.
This episode is brought to you by Netsuite.com/scale
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This Week's Guest is Lou Petrossi, founder and CEO of Inside Scale. Lou started in tech as an SDR with GoodData, then built outbound functions for Showpad (5th US employee) and Talkdesk (7th US employee) before founding InsideScale. Lou’s supported sales development build-outs at 65+ startups to date, including Gong, Front, SaaStr, and Clearbit - all while leading InsideScale’s GTM functions.
This week's episode is brought to you by Bambee, learn more at Bambee.com/scale
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Our guest is Matt Martin. Matt is CEO and Co-founder of Clockwise. Before Clockwise he helped build RelateIQ, a company acquired by Salesforce for $390 million. He has previously been a front-end software engineer, a civil litigator, and a founder of a variety of software startups. He holds a B.A. from Dartmouth and a J.D. from UPenn in Philadelphia.
You can find Matt on LinkedIn at: https://www.linkedin.com/in/voxmatt/
This week's episode is brought to you by Netsuite which provides you the visibility and control you need to make better decisions faster. Learn more at netsuite.com/scale - NetSuite dot com slash [SCALE]
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We talk to Dan O'Connell, who got his start at Google at the age of 22 back in 2003 and after a 9 year journey, went to scale the sales team at Adroll.com. After a successful career in Ad Tech, Dan became the CEO and President of TalkIQ where within 18 months he helped lead the company through a successful acquisition. Dan is now the Chief Strategy Officer and Chief Revenue Officer at Dialpad.
Dan has done it all and has successfully built highly cohesive and scalable teams as both a sales leader and CEO, and we are fortunate he shares some of his playbook and actionable advice on this topic. Give it a listen, you won't be disappointed!
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This episode is brought to you by Netsuite.com/scale
Today's guest is my good friend, Brendon Cassidy. Brendon graduated from Saint Mary’s College of California, started his career in Recruiting, and then transitioned into sales where he eventually landed himself at LinkedIn in 2005 as employee #15, and LinkedIn’s first ever Head of Sales.
Brendon’s next move was one that would change his life forever. He went to work for Jason Lemkin as the VP Sales at Echosign, which was eventually acquired by Adobe for an estimated $400 million.
After Echosign Brendon went on to be the VP Sales at Talkdesk, now valued at over $3 billion. Then started his own consulting firm, Cassidy Ventures, where he helped found Gong,, and most recently co-founded CoSell.io where he works as the Co-CEO.
He’s a frequent speaker at SaaStr and other large sales events. This is his story.
This episode is brought to you by Netsuite.com/scale
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This week's episode features Guy Marion. Guy has over 15 years of strategic marketing, sales, and product leadership experience driving growth for SaaS businesses, including Autopilot and Zendesk. Before joining Chargebee, he was CEO and founder of Brightback, which was acquired and is now Chargebee Retention.Guy oversees a wide range of critical functions, from elevating Chargebee’s brand awareness and maximizing lead and customer acquisition to optimizing operations and analytics and cultivating high-performing teams. Outside of work, Guy enjoys time with his wife and three kids, boating on the SF Bay, advising in the startup ecosystem, and visiting family and friends internationally.
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This week's episode features Jonah Mandel.
Jonah is currently in the VP of Sales and Customer Success at Capchase, and shares his tips for career progression, what he felt AliBaba did extremely well to stay close to it's customers as well as some of his tips that have helped him strive ahead, Jonah is now putting an onus on developing his team and discarding the growth at all costs mentality in favor of sustainability, precision, skill and nuance.
https://www.linkedin.com/in/jonah-mandel-654290a2/
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This week's episode features Keith Andrade.
Keith Andrade is born and raised from NYC and now acting as the US GTM head of sales for ONES.com.
He comes from a strong background in SaaS from Justworks, Monday.com and Abacus.AI. Going from SDR to AE twice and leading the ride to take a company public, there's a ton of unique challenges Keith has learned to overcome over his last 7 years.
When he's not helping startups he's either doing yard work at his beach house in Asbury Park with his partner and pups or up late at night reading about all the new tech trends happening across the globe.
He's even founded The Morning Byte, a text news service that fights misinformation and helps people in business stay informed and ahead in the ever changing tech world.
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This episode features Poya Osgouei and we talk through the top lessons learned over the last six months.
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This week's episode features Nathan Broome.
Nathan has 15 years of sales experience and over a decade of sales leadership. He has a proven track record of building and scaling sales teams focused on GTM Strategy, consistent coaching, and hire top tier talent. Building and scaling sales teams is his jam.
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This episode is a re-run from the "Brutal Truth About Sales & Selling Podcast" where Poya Osgouei talks through his lessons being in tech sales the last 10 years.
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This week's episode features Mark Pierce.
Mark has 15 years of sales experience and over a decade of sales leadership. Proven track record of building and scaling sales teams focused on GTM Strategy, consistent coaching, and hire top tier talent. Building and scaling sales teams is his jam.
You can find Mark on LinkedIn: https://www.linkedin.com/in/mark-pierce-b422869/
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This week's guest is You Mon Tsang.
You Mon is the founder and CEO of ChurnZero, which helps subscription businesses fight churn with a real-time Customer Success platform. Before ChurnZero, he was the CMO of Vocus (now Cision) and CEO of its marketing automation business unit, OutMarket. He is a serial entrepreneur, having founded four software companies, including ChurnZero, Biz360, and Engine140.
You can find You Mon on LinkedIn: https://www.linkedin.com/in/youmon
If you’re a CS leader, be a part of the most impactful Customer Success study yet. It takes around six minutes. www.churnzero.com/2023study
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This week's episode features Kevin Mulrane.
Kevin Mulrane has 15 years of sales experience and over a decade of sales leadership. 4X VP of Sales, 1X CRO, and a succesful exit. Proven track record of building and scaling sales teams focused on GTM Strategy, consistent coaching, and hire top tier talent. Building and scaling sales teams is his jam.
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This week's guest is Philip Lacor
Philip Lacor is the Chief Revenue Officer at Airbase. He leads all customer-facing functions across marketing, sales, and customer success. Philip brings extensive leadership to Airbase, having served as CRO at Envoy, VP Global Sales and Customer Success at Dropbox, and Managing Director of Enterprise Business Unit at Vodafone. Philip holds an MSc in Chemical Engineering from Delft University of Technology and an MBA from INSEAD.
You can connect with our guest on LinkedIn here: https://www.linkedin.com/in/philip-lacor-3a4167/
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This week's episode is Rebecca Kacaba.
Rebecca is the CEO and Co-Founder of DealMaker, winner of Lexpert's Top 40 Under 40, named one of North America's most innovative lawyers by the Financial Times, a finalist for 2022's EY Entrepreneur of the Year and one of Canada’s Top 100 Most Powerful Women. After a decade of practicing securities law, she took an ambitious leap from her partnership at the world’s largest law firm and founded DealMaker to build a system that would combat the costly inefficiencies that plague the traditional capital raise process. She is the force behind building DealMaker into Canada's 3rd Fastest Growing Company as ranked by the Globe & Mail's Report on Business. With her vision and drive, Rebecca has become a leader and trailblazer in the intersection of the capital markets and tech, who is committed to driving change and doing business the right way. In only 4 years, DealMaker has powered over $1.9 Billion USD in capital raised, more than double any leading US counterpart in less than half the operating history.
You can connect with our guest on LinkedIn here: https://www.linkedin.com/in/rebeccakacaba
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This week's guest is Thomas Pedersen
Thomas founded OneLogin, which pioneered identity & access management as-a-service. His new company, Bunny, simplifies and automates how b2b SaaS companies manage their recurring revenue, including billing, payments, quoting, analytics, customer self-service and tenant provisioning
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This week's guest is Karel Callens
Karel Callens is the CEO and founder of Cumul.io, and is based in Leuven, Belgium. He has worked in the field of big data and analytics for over 10 + years and has an education from Katholieke Universiteit Leuven.
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This week's guest is Sara Archer.
Sara Archer is a recognized SaaS revenue leader and the VP of Sales at ChartMogul, the leading Subscription Analytics Platform.There she's helped thousands of SaaS founders harness their billing data to make decisions and grow recurring revenue faster.Sara has 10 years building ambitious, international sales teams. Ask her about SaaS metrics, PLG sales, sales methodologies, or sales CRMs.
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This week's guest is Adrian Parlow.
Adrian is a lawyer turned startup operator, with experience as a corporate attorney, general counsel, and now product designer and growth hacker. He and his team at Capitalize are rethinking fundraising from the ground up, modernizing and simplifying the product experience for founders and venture investors.
You can connect with Adrian on LinkedIn: https://www.linkedin.com/in/adrianparlow/
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This week's guest is Mark diTargiani.
Mark originates loan opportunities for Pacific Western Bank with VC-backed tech firms in the Bay Area, LA and Seattle. He has 25 years of experience developing relationships and leading sales, business development, revenue generation, and go-to-market strategy for startups, SMBs and public companies. Mark has a deep ecosystem of relationships in the SF Bay Area and beyond. Mark worked at TriNet during its IPO and helped build the sales team from 30 to over 300 reps selling into vertical markets. Prior to joining Pacific Western Bank’s Venture Banking Group, he ran a consulting business coaching startup founders on go to market strategies and sales execution.
You can connect with Mark on LinkedIn: https://www.linkedin.com/in/markditargiani/
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This week's guest is Michael Tuso.
Michael Tuso is the Co-Founder and CEO of Callypso—a SaaS platform that helps with expansion sales and account management. Michael is also author of Crafting the Sale: Create a Sales Experience that Drives Revenue, Impresses Buyers, and Transforms Your Sales Career, which is scheduled to come out in September 2023. Michael has been twice recognized by the AA-ISP as a Top 25 Sale Leaders to follow. He is the recipient of the Sales Development of the Year Award by Tenbound, and has been listed as a top sales leader to follow by Crunchbase.
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This week's guest is Charles Hamilton Ferguson. Charles is the General Manager and head of G-P’s business in Asia. In this capacity, he is responsible for establishing scale and efficiency for G-P and its customers’ business expansion in one of the most dynamic markets in the world. G-P helps growing companies unlock their full potential by making it possible to build highly skilled global teams anywhere in the world, in days instead of months. Through its SaaS-based platform, G-P helps companies to find, hire, onboard, pay, and manage global teams quickly and compliantly, without the hassle of setting up local subsidiaries or branch offices.
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Sri is the co-founder and CEO of the leading Customer Onboarding Platform, Rocketlane, and the #1 customer onboarding community, Preflight. He is passionate about all things CX and start-ups. Sri has spent his last decade building and scaling SaaS businesses. His last start-up was acquired by Freshworks (NASDAQ:FRSH) in 2015.
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This week's guest is Tom Lavery.
Tom has over 15 years of experience in high-growth VC/PE-backed SaaS companies. Tom is currently the CEO and Founder of Jiminny, a Conversation Intelligence Platform that helps companies maximize their team's revenue. Prior to starting Jiminny, he was SVP at Reward Gateway and saw them through two PE-backed buyouts.
You can connect with Tom on LinkedIn
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This week's episode is re-purposed from a Webinar we did at SaaStr that features Todd White, the Co-Founder and VP of Sales at GuideCX. Todd grew up professionally in the software sales world starting as an SDR and now running the sales team at GuideCX. As the Co-Founder of GuideCX, he helps his customers provide the best customer onboarding experience.
You can follow Todd on LinkedIn: https://www.linkedin.com/in/🦈todd-white-504a1b1b
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This week's speaker is Tobias Dawes.
Tobias has more than 15 years' experience working in cloud and systems architecture for some of the most respected FTSE 100 institutions including IBM, Barclays and the Bank of England. With a decade spent working in the Salesforce ecosystem, working for a range of technology start-ups, Dawes went on to ServiceWare as its director of solutions architecture, where he led its expansion across EMEA.
Based on his own experience across the financial services and technology sector, he realised there was a need to automate and streamline pre-sales documents (RFPs, RFIs, DDQs). It is this that led him to launch Avnio, an ambitious software company that accelerates business to closed won. Dawes believes that new technology presents an opportunity to explore new ways of working and doing business, however, leaders must be willing to embrace change and innovation.
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This week's guest is Mark Dembitz, General Manager of APAC at Lark.
Mark is a seasoned and innovative leader with 18 years of international B2B experience in business development, sales, and key account management. As General Manager of Lark's APAC division, he leads a team of go-to-market professionals and is responsible for the growth and strategy of a leading communication and collaboration tool. Mark's diverse background includes a start in finance, 13 years in the startup and scale-up world, and expertise in utilizing cutting-edge technology to drive change in energy, commodities, and maritime sectors.
With a passion for connecting people and companies, he is a strong believer in using technology to enhance productivity, collaboration, and mobility. Mark holds a B.A. in East Asian Studies from Brown University and an MBA from INSEAD, is fluent in 5 languages, and has lived and worked across Asia since 2006. He has traveled to over 90 countries and is always eager to experience new cultures and places.
You can find Mark Dembitz on LinkedIn
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This week's guest is Adam Tesan. Adam is the CRO of Chargebee, a recurring billing and subscription management platform that helps SaaS and SaaS-like businesses.
You can follow Adam on LinkedIn: https://www.linkedin.com/in/adamtesan
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Maxwell Lu is the Founder and CEO of Pilot AI that keeps your sales team focused on closing while giving you visiblity to customer calls by automatically update and populate your CRM directly from your sales calls. Previously, Max was head of sales operations at Welcome and Head of Technology at Clipboard Health. You can find follow Maxwell on LinkedIn: https://www.linkedin.com/in/maxwell-lu-60b85269/
This episode is brought to you with the support of CoSell, visit them at Cosell.io to learn about relationship led growth
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Our very own, Poya Osgouei recently appeared on The Dock Pod. Tune in as the conversation covers steps on going to market as a startup, what's happening in the SaaS markets, the benefits of playing the long game as well as why everyone should do a social media detox.
Check out their podcast show and show them some love.
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This week's guest is David Iankelevich. David is the CEO and Co-Founder of d + i consulting, where he partners with B2B SaaS companies on their sales, marketing, and operations strategies to drive sustainable growth.
You can follow David on LinkedIn: https://www.linkedin.com/in/davidiankelevich/
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Poya shares some of the lessons he is grateful to have learned over the years.
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This week's guest is David Campbell. Dave is the CEO and Co-Founder of Tropic, a full-service SaaS platform that helps companies automate their software procurement with data, tools and services.
In just a little over three years, Tropic has raised $65 million from prominent venture capitalists, built a team of 160+ and manages hundreds of million in spend for fast-growing companies like Docusign, Intercom, Notion and Zapier.
Prior to Tropic, David was a Global Business Manager in the Financial Services Group at Microsoft, where he worked directly with CXOs at top Fortune 500 companies and architected 9-figure software agreements to help steer large digital transformation projects.
Before joining Microsoft, David served nearly 5 years at BounceX (now WunderKind) where he quickly rose up the ranks to become VP of Strategic Accounts and led a large team and drove strategy for all 7-figure accounts.
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This Week's guest is Max Altschuler. Max heads up the VC firm GTMfund, which is focused on investing in hyper-growth B2B SaaS companies. He is also the founder of Sales Hacker and has written three books that encompass his knowledge and expertise in the sales industry.
You can follow Max on LinkedIn: https://www.linkedin.com/in/maxaltschuler/
This episode is brought to you with the support of Indeed, learn more at Indeed.com/scale
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In this episode, Robby interviews Poya on his top learnings and lessons from selling over $25 Million in sponsorships at SaaStr.
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This week's episode features Todd White. Todd grew up professionally in the software sales world starting as an SDR and now running the sales team at GuideCX. As the Co-Founder of GuideCX, he helps his customers provide the best customer onboarding experience.
You can follow Todd on LinkedIn: https://www.linkedin.com/in/🦈todd-white-504a1b1b
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This week's episode features Cristina Vila. Cristina is the CEO and Co-Founder of Cledara, a leading platform that combines management tools for teams with a payments platform to help companies take control of the software they use to run their business. Cristina won the 2021 EMEA Women in Payments Unicorn Challenge and was featured in Forbes Spain as one of the 21 changemakers of the year for the work Cledara is doing in reshaping how companies think about software. She was also chosen as one of the top 5 Female-Founders in Enterprise SaaS outside of the US by Melinda Gates’ Pivotal Ventures and Microsoft’s M12.
You can follow Cristina on LinkedIn: https://www.linkedin.com/in/cvilavives
This episode is brought to you with the support of Indeed, learn more at Indeed.com/scale
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This is a story of moving at a young age from Iran to the United States and some lessons I've learned along the way.
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This week's guest is Paul Albert. Paul has grown his career through software sales starting as a SDR in the early 2000's before SDR was a standardized term. He's progressed his career though multiple start ups and scale ups. A Canadian by birth he moved to the UK to set up operations for then Vision Critical (now Alida) where he made the most important cold call of his life, the one where he met his partner and mother of his two kids.
Paul has held leadership positions at Vision Critical, Zappi, Freespee and has now embarked on the mission to scale Payhawk into a world class customer facing organization.
He is a strong believer that we are entering the golden age of sales. This is evidenced by the domination of the subscription model which fundamentally needs to be customer centric to ensure maximum CLV. An avid learner who loves to teach and empower teams to become the best version of themselves, each and every day.
Paul resides in a small village in South Cambridgeshire with his wife, two daughters and Malamute, Loki.
You can connect with Paul on LinkedIn at https://uk.linkedin.com/in/paulalbert
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This week's episode features Waseem Daher. Waseem is a three-time founder with two successful exits (Ksplice acquired by Oracle and Zulip acquired by Dropbox) alongside recently raising $100+ Million from Jeff Bezos (and other notable funds) at a $1.2 Billion valuation.
To learn more about Pilot and get 20% off, visit Pilot.com
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This week's episode features Akash Khanolkar. Akash is the CEO and Co-Founder of Octane, the Leading Usage-based Billing Platform. Octane is a drop-in metered billing system that gives you flexibility to bill how you want.. You can connect with Akash at https://www.linkedin.com/in/akash-khanolkar-54649188
This episode is brought to you with the support of indeed, visit them at indeed.com/scale
Please join us at SaaStr Annual, and get 30% off your pass by using "poya" -> https://www.saastrannual.com/buy-tickets?promo=poya
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This week's episode features Stevie Case. Stevie got her start as a quake pro gamer and now finds herself as the Chief Revenue Officer of Vanta whose mission is to protect consumer data and restore trust in internet businesses. Prior to Vanta, Stevie was at Twilio for nearly six years where she was most recently responsible for Twilio's Mid Market Sales Team in North America.
You can connect with Stevie at https://www.linkedin.com/in/steviecase/
Please join us at SaaStr Annual, and get 30% off your pass by using "poya" -> https://www.saastrannual.com/buy-tickets?promo=poya
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This week's episode features Patrick Hudgins. Patrick is the CEO of Delegate, a RevOps-as-a-Service company that helps venture backed startups accelerate growth across their Go-to-Market technology stack. You can connect with Patrick at https://www.linkedin.com/in/patrickhudgins
This episode is brought to you with the support of indeed, visit them at indeed.com/scale
Please join us at SaaStr Annual, and get 30% off your pass by using "poya" -> https://www.saastrannual.com/buy-tickets?promo=poya
Or apply for a complimentary diversity and inclusion pass here -> https://www.saastrannual2022.com/equality-inclusion-balance
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Kris Bondi is the CEO and Co-Founder of Mimoto. Prior to founding, Mimoto, Kris was a seasoned marketing professional with more than 20 years of international marketing experience. Kris brings her history of creating hockey stick adoption, prominent brand reputation, and substantial mindshare to her role. Kris has served as a marketing leader for companies such as LogDNA, Bitnami, Iron.io, Moka5, TIBCO and Mashery. Prior to that, Kris advised global brands on GTM and strategic positioning where her clients included Visa, Starbucks, NEC and Qlik. Kris holds a BA in communications rhetoric and political science from the University of Pittsburgh.
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Our guest this week is Guy Rubin, Founder and CEO at Ebsta. Poya and Guy discuss the impact engagement has on sales revenue and how being data-driven is necessary in order to scale your business.
Come meet your peers at SaaStrAnnual.com and you can use promo code "Poya" for 30% off -> https://www.saastrannual2022.com/buy-tickets?promo=Poya You can find follow Guy on LinkedIn: https://uk.linkedin.com/in/rubinguy This episode is brought to you with the support of indeed, visit them at indeed.com/scale
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This week's episode features Jason Lemkin. He is a three time successful founder, current Managing Director at SaaStr Fund, and CEO and founder of SaaStr, the largest community of SaaS founders, investors and executives in the cloud. We discuss how SaaStr has evolved over the last couple of years, and discuss the importance of focusing on field marketing now that folks are eager to get back together.
Please join us at SaaStr Annual, and get 30% off your pass by using "poya" -> https://www.saastrannual.com/buy-tickets?promo=poya
Or apply for a complimentary diversity and inclusion pass here -> https://www.saastrannual2022.com/equality-inclusion-balance
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Mike Wander is a New Partnership Manager at SaaStr and Marine Veteran. He has deployed to Africa, the Middle East, and Asia before making his career transition into Sales. At SaaStr, Mike is helping founders and executives scale their companies to 100 Million in Revenue with less stress & more success.
Come meet your peers at SaaStrAnnual.com and you can use promo code "Poya" for 30% off -> https://www.saastrannual2022.com/buy-tickets?promo=Poya
You can find follow Mike on LinkedIn: https://www.linkedin.com/in/mike-w-27781a1ba/
This episode is brought to you with the support of indeed, visit them at indeed.com/scale
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Shrav Mehta is the Founder and CEO of Secureframe, a provider of security and compliance software to help streamline SOC 2 and ISO 27001 compliance, and backed by Accomplice Ventures, Kleiner Perkins and Gradient Ventures (Google’s AI fund). You can find follow Shrav on LinkedIn and Twitter: https://www.linkedin.com/in/shravmehta and https://twitter.com/shravvmehtaa?lang=en This episode is brought to you with the support of indeed, visit them at indeed.com/scale
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We have long admired Michael and what his team at WorkOS are doing for the greater SaaS community.
The company WorkOS is dramatically shortening the time it takes to make applications enterprise ready so that developers and IT teams can focus on the application itself. WorkOS provides developer-minded tools like RESTful endpoints, JSON responses, framework-native SDKs, among other tools, to integrate otherwise complicated enterprise standards in just a few lines of code. Their mission is to simplify building applications for enterprise users so that developers can focus on creating core features in a timely manner.
In this episode, Michael Grinich discusses the lessons he learned the hard way at Nylas that led him to founding WorkOS. What it means to be enterprise ready and the process of building enterprise applications.
You can find follow Michael on LinkedIn and Twitter: https://www.linkedin.com/in/grinich/ & https://twitter.com/grinich
For SaaStr fans that want to join us at SaaStr Annual, go to SaaStrannual.com
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Former private equity principal, Baxter Lanius is building an early-stage fintech company, Alternative. Alternative offers flexible B2B payment solutions, empowering your customers to pay over time, while you get paid upfront.
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This week's episode features the Co-Founder and CEO of Payhawk, Bulgaria's first ever Unicorn. We discuss what Hristo learned from his previous journey running product at Telerik (now part of Progress), as well as what's been their secret sauce scaling Payhawk to more than a billion dollar valuation.
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This week's episode features the founder's of ProfitWell, Patrick Cambell and Peter Zotto. We discuss what they have learned founding and scaling ProfitWell for the last 10+ years. What's been instrumental in making their relationship work. As well as the not so obvious learnings they wish folks would know about scaling a bootstrapped SaaS company. Additionally, they share what they wish they both knew prior to starting at ProfitWell.
This is a great episode so give it a listen.
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Ryan Neu is the CEO and Co-Founder of Vendr. Founded in 2018, Vendr is the SaaS buying platform supporting companies such as Brex, Hubspot and Drift.
Prior to founding Vendr, Ryan helped scale Sales teams at Hubspot and Invision.
You can follow Ryan at https://www.linkedin.com/in/ryanneu and https://twitter.com/ryanrneu?lang=en
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Karim Atiyeh is the co-founder and CTO of Ramp, a finance automation platform that helps businesses spend less time and money. Founded in 2019, Ramp powers the fastest-growing corporate card in America and enables billions of dollars of purchases each year on the heels of nearly 10x year-over-year growth. Valued at $8.1 billion two years after launch, Ramp has raised $670 million in equity from backers including Founders Fund, General Catalyst, Redpoint Ventures, Thrive Capital, D1 Capital Partners, Spark Capital, Coatue Management, Iconiq, Goldman Sachs, and Stripe. A Lebanese entrepreneur, Karim previously built and sold Y Combinator-backed Paribus to Capital One in 2016.
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Robby Allen is the Chief Revenue Officer of AgentSync. Founded in 2018, AgentSync raised over $110m from Craft Ventures, Caffineated Capital and Marc Benioff. Robby previously helped scale Sales teams at SaaStr, MixMax and Zenefits.
You can find Robby at https://www.linkedin.com/in/robbyallen
This Episode is brought to you with the support of Bambee and Indeed
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Thejo Kote is the co-founder and CEO of Airbase, the leading spend management platform for small and midsize companies. Founded in 2017, Airbase raised over $30m from Bain Capital Ventures and First Round Capital. Thejo’s first company, Automatic, was acquired by Sirius XM for over $100m.
You can find Thejo at https://www.linkedin.com/in/Thejo
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Brad is the co-founder and COO of Cledara. Cledara combines management tools for teams with a payments platform to help companies take control of the software they use to run their business. This allows them to operate more effectively across teams, comply with regulations and ultimately focus on what really matters - serving their customers.
Prior to Cledara, Brad was VP of Partnerships at Railsbank, the BaaS unicorn backed by Visa, where he was responsible for banking infrastructure globally and the company's go-to-market. Prior to Railsbank, Brad was Chief Partnerships Officer at dopay and a Principal at the EBRD, where he made early stage investments into fintech and financial services. He is also one of the longest serving and highest ranked Techstars startup mentors globally.
You can find Brad:
This Episode is brought to you with the support of Indeed and Bambee
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Tim Glendenning is a seasoned content and SEO specialist whose marketing efforts can be found worldwide. His primary focus is to powerfully connect brands with their customers. He is also the Marketing Manager at OnTheClock, an employee time tracking app that helps small businesses track hours worked.
You can connect with Tim at https://www.linkedin.com/in/tim-g-1223ba139
This Episode is brought to you with the support of Indeed and Bambee.
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Pete Kazanjy (LinkedIn, Twitter) is a serial founder, and seasoned early stage Saas executive, advisor, and investor. Pete founded TalentBin, a category-defining talent search engine and recruiting CRM, which exited to Monster Worldwide in early 2014. Pete currently is the founder of Atrium, a proactive sales performance analysis solution, author of Founding Sales, the definitive Startup Sales Handbook, and founder of Modern Sales, the nation’s largest sales operations, leadership, and enablement community. At TalentBin, Pete went from product and product marketing founder generalist, to first sales rep, first sales manager, first VP of Sales, all the way to leading new product sales for 600+ sales reps at Monster worldwide. After Monster, he wrote a book on startup sales for founders and other first-time sellers, Founding Sales, documenting all the mistakes he made along the way, and solutions to them, so future founders can accelerate their go to market acumen. Pete also founded and runs the canonical invite-only nationwide sales operations and management peer education community (Modern Sales), featuring 13,000+ members from a who’s who of sales operations, enablement, management, and leadership from 5k+ leading sales organization’s. Additionally, Pete is a well known expert in early stage go to market and “founder selling” - helping organizations figure out their early critical positioning and selling activities. He has done substantial speaking and writing on the topic, including being a frequent contributor to First Round Review and Saleshacker, and advises a number of enterprise software companies on establishing and optimizing their sales and success motions. Most recently, Pete founded a stealth HR Technology company in the performance management category, seeking to bring data centricity to the world of performance instrumentation and management. Prior to TalentBin, Pete worked in product marketing and product at VMware, having graduated from Stanford in 2002.
This Episode is brought to you with the support of Netsuite, Indeed and Shopify.
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Aditya Kothadiya is the CEO and co-founder of Avoma (https://www.avoma.com), an AI meeting lifecycle assistant that automates important tasks throughout the meeting's lifecycle, like preparing agendas, transcribing, and summarizing notes, updating the CRM, and providing coaching insights.
Avoma was born out of the first-hand pain that Aditya experienced in his previous role while spending countless hours taking notes from sales and customer meetings and sharing that feedback with various stakeholders in product and marketing teams. He wanted to automate as many low-value tasks as possible and simplify and augment the high-value tasks from these important meetings' entire lifecycle.
Aditya is a SaaS enthusiast with expertise in product management, design, sales, and marketing. Prior to Avoma, Aditya founded a successful startup Shopalize, Social commerce and marketing SaaS platform that was acquired by 247.ai.
Before his startup career, Aditya worked in different engineering roles at Emerson and Infosys. He graduated from the University of Southern California, Los Angeles with a Master's degree in Electrical Engineering. In his free time, he enjoys spending time with his family and friends, reading books, and learning Tennis.
In Ep 120, we talk about:
This episode is brought to you with the support of Bambee and Indeed. Check them out at Bambee.com/scale and Indeed.com/scale
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Jill Rowley spent 20 years in B2B SaaS as one of the first 100 employees, employee #13 at Eloqua, and she was recently the Chief Marketing Evangelist at Marketo. She's seen her fair share of acquisitions, including Eloqua by Oracle for $871 million), and Marketo by Adobe for 4.75 Billion.
She is currently an investor at Stage 2 Capital, a Go To Market Advisor at Guild Education, Vidyard, Terminus, and People.ai. and most importantly is passionate about “knowing thy customer”.
In this episode, we cover:
This episode is brought to you with the support of Beam Organics and Indeed. Check them out at Indeed.com/scale and beamorganics.com/scale
And you can follow Jill Rowley at www.linkedin.com/in/jillrowley or @Jill_Rowley on Twitter
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Ryan Narod is the Head of Marketing at Mutiny, a Sequoia backed company that helps marketers convert their top of funnel demand into revenue, without engineers. Ryan was previously a Mutiny customer at Radar, where he led marketing. Prior to joining the startup world, Ryan led product marketing and growth for a number of Google businesses including Google Maps and Cloud.
In Ep 118, we cover:
This episode is brought to you with the support of Beam Organics and Indeed. Check them out at Indeed.com/scale and beamorganics.com/scale
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Miguel Fernández is co-founder and CEO of Capchase, the leading platform to automate non-dilutive financing for software businesses (over $2bn made available for software businesses in 18 months). Miguel lives and breathes SaaS and is constantly thinking about how to solve founders’ needs around cash and revenue management. Miguel suffered most of the pains that Capchase is trying to solve while scaling sales, customer success and international at Geoblink, before pursuing an MBA at Harvard Business School and dropping out to found Capchase in early 2020. When not at work, Miguel loves helping founders that are just starting out to help them achieve PMF as fast as possible.
This episode is brought to you with the support of Netsuite and Shopify. Check them out at Netsuite.com/scale and shopify.com/scale
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Jeremy Tsui is the co-founder and CEO of Finley Technologies, a Y Combinator- and Bain Capital Ventures-backed software company that helps companies raise and manage debt capital. Jeremy was previously an investor within Goldman Sachs’ Merchant Banking Division, where he witnessed firsthand how relationships between borrowers and capital providers can be made more efficient with purpose-built reporting, transaction, and management software. Prior to Goldman Sachs, Jeremy specialized in financial risk modeling at Oliver Wyman, where he worked with clients like State Street, Truist Bank, and PNC. Jeremy holds a Bachelor of Business Administration from The University of Texas at Austin. This episode is brought to you
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Bardia helps technical founders build and scale hyper-growth SaaS companies. He is currently the VP of Sales at Teleport, where he joined as the first sales hire. Before selling software, he honed his storytelling skills while working at a Hollywood talent agency. You can keep up with his latest thoughts at growthcompound.com.
This episode is brought to you by Beam, the health company. Check out their products at beamorganics.com/scale and use promo code "scale" to get your special discount when you spend $75.
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Karl Sun is co-founder and CEO at Lucid Software, a leading provider of visual collaboration software. With Lucid’s products—Lucidchart, Lucidspark and Lucidscale—teams can turn ideas into reality, clarify complexity, and collaborate visually, no matter where they're located. Prior to Lucid, Karl spent several years at Google, starting and leading business development at Google’s China office, opening Google’s patent department and setting patent strategy, and leading Google’s investments in advanced wind and battery technologies. Karl holds a B.S. and M.S. in EECS from MIT, an M.S. from MIT in Technology and Policy, and a J.D. from Harvard Law School. He has been honored as a Utah Business CEO of the Year and EY Entrepreneur of the Year.
Connect with Karl at https://www.linkedin.com/in/karlsun/
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Quang Hoang is the CEO and cofounder of Plato, and holds three Masters degrees. One in Aeronautics from ISAE-Supaero, a prestigious engineering school in France, as well as a Masters in Innovation Management + Design from École Polytechnique, and an MBA from HEC Paris. Before founding his first company, Quang also spent time as a strategy consultant. In winter of 2016, Quang's team was accepted into YCombinator, and while there, he found himself suddenly managing a team of engineers for the first time, which ultimately resulted in the founding of Plato in 2017. His mission is to help every engineering and product leader build better teams.
Connect with Quang at https://www.linkedin.com/in/quanghoang
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Kristi Faltorusso is an award winning Customer Success Executive with experience in building, scaling and transforming Customer Success organizations at hyper-growth B2B SaaS companies. Over the past decade she has helped many companies redefine Customer Success resulting in increased retention, long term revenue growth and customer advocacy.
She is currently the VP of Customer Success at ClientSuccess, a leading Customer Success Management solution, where she leads Customer Success, Technical Support and Consulting.
In addition, she is also the Founder of Keeping CS Simple, a content experience, supporting the simplification of Customer Success for Executives, CS Leaders, CPSs and more.
This episode is brought to you with the support of Indeed, Novo, Netsuite and Shopify.
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Vasu Prathipati is the founder and CEO of MaestroQA - software that empowers managers to coach customer service agents.He grew up in San Diego, went to the University of Pennsylvania, and started MaestroQA (after a couple pivots) right out of school. He loves living in New York City for its colorful, high energy, and fast-paced lifestyle and enjoys spending free time with people who are passionate about their craft and curious about the world.
Connect with Vasu on Linkedin here -> https://www.linkedin.com/in/vasuprathipati/
This week's episode was brought to you with the support of Bambee so please check them at Bambee.com/scale
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Dean and Mark Mathews are the founder's and partners of OnTheClock, an employee time tracking app that helps over 15,000 companies worldwide track time. Dean is the CEO & Founder, while Mark is the Co-Founder and Vice President of Product Development. This week's episode was brought to you with the support of Quip, Shopify and Netsuite so please check them out for a special promotion at getquip.com/uncharted, Shopify.com/scale and netsuite.com/scale
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Ryan DeForest is Head of Strategy and Operations at Flatfile. Prior to joining Flatfile, Ryan was employee #12 at Gong where he helped create the entire Go To Market team over a 4.5 year period which included building 3 teams from scratch. He loves working with SaaS companies that are creating brand new markets and categories in order to establish and maintain their leadership within them. You can connect with Ryan at https://www.linkedin.com/in/ryandeforest/ This week's episode was brought to you with the support of Indeed, Shopify and Netsuite so please check them out for a special promotion at indeed.com/scale, Shopify.com/scale and netsuite.com/scale
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Jay Gaines is passionate about great marketing leadership that drives innovation, positive transformation, and measurable results. His career spans more than 20 years in a variety of B2B industries, and his experience includes organizational design and leadership, marketing strategy and planning, branding and category design, demand creation, sales and marketing alignment, and digital strategy. Jay has held executive-level marketing and business development positions at both well-established and startup b-to-b companies where he consistently transformed marketing organizations to achieve significant and measurable business contribution.
Jay is currently head of marketing at AgentSync, and prior to that, he was chief marketing officer at Forrester and SiriusDecisions.
Jay has worked as an advisor to many leading Chief Marketing Officers to drive positive organizational change, innovate, and help them to create the most effective, measurable, and focused marketing function possible. He holds a bachelor of arts degree from Columbia University.
This week's episode was brought to you with the support of bambee.com/scale and marpipe.com/uncharted
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Chase is currently a Partner at Structured — a top ecommerce marketing agency, where he runs the email team. Since June of 2018, we’ve helped our clients send over a billion emails resulting in over $75 million in email attributable revenue. A few of our previous and current clients include: Orgain, The Chive, Original Grain, and CrossNet.
Connect with Chase:
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Jareau Wadé is a payments entrepreneur and recovering engineer based in Atlanta, GA. He is the Chief Growth Officer at payments infrastructure company, Finix. Prior, Jareau led product partnerships for commerce and visual search at Pinterest and co-founded Balanced, a payments company that exited to Stripe in 2015. Jareau was also the head of data acquisition at Milo.com, a local shopping search engine acquired by eBay in 2010. This week's episode was brought to you with the support of bambee.com/scale and Netsuite.com/scale
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Jenn Knight is the Co-Founder & CTO at AgentSync. Additionally, Jenn Knight has had 3 past jobs including Head of Internal Systems at Stripe. As co-founder and CTO of AgentSync, Jenn Knight is building the tools and infrastructure powering the insurance industry. Knight has spent much of her technical career as one of the few women in the room, which makes her even more focused on hiring a diverse team at AgentSync. (https://boards.greenhouse.io/agentsync) This week's episode was brought to you with the support of shopify.com/scale, Indeed.com/scale and Netsuite.com/scale
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Brendon Cassidy graduated from Saint Mary’s College of California, started his career in Recruiting, and then transitioned into sales where he eventually landed himself at LinkedIn in 2005 as employee #15, and LinkedIn’s first ever Head of Sales. Brendon’s next move was one that would change his life forever. He went to work for Jason Lemkin as the VP Sales at Echosign, which was eventually acquired by Adobe. After Echosign, Brendon went on to be the VP Sales at Talkdesk, now valued at over $10 billion. Then started his own consulting firm, Cassidy Ventures, where he helped found Gong, and most recently co-founded CoSell.io where he works as the Co-CEO. This week's episode was brought to you through the support of Headspace. You deserve to feel happier, and Headspace is meditation made simple. Go to Headspace.com/uncharted for a free one-month trial with access to Headspace's full library of meditations for every situation. Sign up here --> Headspace.com/uncharted Meet Novo, powerful and simple banking made for you with no hassles and no hidden fees. Sign up here -> https://banknovo.com/uncharted
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Our very own, Poya Osgouei talks through some of the learnings from the largest cloud gathering last week.
Support this podcast: https://anchor.fm/uncharted1/support
Three years after suffering from a spinal cord injury in a jujitsu class and being paralyzed from the neck down, Jack Ryan Greener hiked Mt. Whitney.
As an inspiring team member that Poya has been fortunate to work with, listen to the incredible story of how Jack went from being paralyzed to sourcing over $1M in revenue in his first year as an SDR at SaaStr.
Learn more about hassle free banking made for you at https://banknovo.com/uncharted
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On this week's episode, Poya and Robby reflect on the first 100 episodes and some of their top learnings on the Uncharted Podcast, as well as announce the 5 most downloaded episode on the Uncharted Podcast. This week's episode was supported by Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted).
Support this podcast: https://anchor.fm/uncharted1/support
This week's episode features Jason Lemkin. He is a three time successful founder, current Managing Director at SaaStr Fund, and CEO and founder of SaaStr, the largest community of SaaS founders, investors and executives in the cloud. This conversation was candid as ever and Jason debunked the ease that startups and venture capital are often portrayed with.
Please join us at SaaStr Annual, and get 30% off your pass by using "poya30" -> https://www.saastrannual.com/buy-tickets?promo=poya30
Additionally you can get an expo pass for free here -> https://www.saastrannual2021.com/buy-tickets?promo=letsmeetatsaastr
This week's episode was brought to you through the support of Headspace. You deserve to feel happier, and Headspace is meditation made simple. Go to Headspace.com/uncharted for a free one-month trial with access to Headspace's full library of meditations for every situation. Sign up here --> Headspace.com/uncharted
Support this podcast: https://anchor.fm/uncharted1/support
On this week's episode, we have Collin Stewart - Host of the Predictable Revenue Podcast welcome our very own Robby Allen, veteran sales leader and current VP of Sales at AgentSync.
At the time of this recording, Robby had grown Zenefits’ sales team to 250 reps. Grew Flexport’s sales development-sourced revenue by $80M, en route to a $110M Series C round, at just shy of a $1B company valuation. Now, he’s helping startups of all kinds grow their sales machines. Suffice it to say: Robby knows a thing or two in the world of revenue generation.
This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted).
Support this podcast: https://anchor.fm/uncharted1/support
In the run up to the 2021 SaaStr Annual, our very own, Poya Osgouei sits down with Bryan Elsesser, VP of Sales at Saastr. Bryan shares tips and his perspective on what's been effective and useful during his first 6 months as the VP of Sales at SaaStr.
Join us at SaaStr Annual at the end of September. You can buy your tickets at SaaStr Annual and use promo code: "Poya30" to receive 30% off. Get your tickets here - https://www.saastrannual2021.com/buy-tickets?promo=poya30
Connect with Bryan on LinkedIn (https://www.linkedin.com/in/bryanelsesser/)
Support this podcast: https://anchor.fm/uncharted1/support
Poya Osgouei was recently on the "Beyond Quota" Podcast Hosted by Pouyan Salehi and Ross Pomerantz (Corporate Bro). Beyond Quota is video series and podcast that explores the real stories from the sales trenches often edgy and sometimes controversial. The video interview can be found here: https://bit.ly/3yk1xFv
Each episode features guests who started their careers in sales and are now builders of companies, products, content, or have moved on to other careers. On this episode, we talk through Poya's experience working at large companies and using that to move to early-stage startups.
This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted).
Support this podcast: https://anchor.fm/uncharted1/support
Trevor is the Chief Executive Officer of Baldwin Risk Partners. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being BRP’s President & CEO. Trevor has a background investing in and working with companies to shape their goals and success. Before joining Baldwin Risk Partners, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions. Connect with Trevor Baldwin: https://www.linkedin.com/in/trevor-baldwin-a4053212 This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale).
Support this podcast: https://anchor.fm/uncharted1/support
As Head of Healthcare at Unqork,Kara Dennis leads our healthcare go-to-market strategy, owning our efforts with payers, providers, and life sciences companies.
Kara joined Unqork from Clarify Health Solutions, an advanced analytics company where she was SVP and GM of Life Sciences. Prior to Clarify, Kara was VP and Managing Director of Mobile Health at Medidata Solutions, a leading cloud provider of clinical trial technologies. Kara also spent several years in the Healthcare practice at McKinsey & Company, and worked at a biotech focused on developing therapies for intensive care units.
Through her experience in healthcare technology and clinical trials, Kara has worked with many global healthcare companies to improve clinical trial efficiency and evidence generation, and has deep experience with healthcare workflows and processes.
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Support this podcast: https://anchor.fm/uncharted1/support
Amy DuRoss, CEO and Co-founder of Vineti, a committed patient advocate, is blazing a trail to orchestrate the supply chain to democratize treatments focused on personalized medicines. This is not her first moon shot to give power to patients. Before co-founding Vineti, Amy focused on healthcare new business creation for GE Ventures/ healthymagination. Prior to GE, Amy was Chief Business Officer at Navigenics, a genomics company sold to Life Technologies in 2012. She was co-founder and Executive Director of Proposition 71, California’s $3B stem cell research initiative passed in 2004, as well as Chief of Staff at the resulting state grant oversight agency. Amy holds an MBA and MA/BA from Stanford University. She was named a 2016 Health Innovator Fellow by the Aspen Institute. Connect with Amy DuRoss:
https://www.linkedin.com/in/amy-duross-695b743/
Connect with Robby Allen:
https://www.linkedin.com/in/robbyallen
Connect with Poya Osgouei:
https://www.linkedin.com/in/poyaosgouei/
This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
AJ leads the QuotaPath team as CEO & Co-Founder. Prior to QuotaPath, AJ spent 6 years at TrendKite, the company he founded and was president of in Austin, Texas. At TrendKite, AJ led 250+ employees to a successful acquisition by the public company Cision for $225 million in January 2019. Aside from his love of all things tech, AJ is the father of three young girls and is an avid pilot, frequently seen flying around in his Beechcraft Baron. AJ is very active in the startup community. He’s an investor to dozens of startups and advisor and mentor to many. He currently sits as a Board Member of Philly Start Up Leaders, the largest community of entrepreneurs in Philadelphia. He is also an alumni of Dreamit Ventures, having completed the program with his first company, TrendKite. Connect with AJ Bruno:
https://www.linkedin.com/in/ajbruno3
Connect with Poya Osgouei:
https://www.linkedin.com/in/poyaosgouei/
This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
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Poya Osgouei sits down and talked with Pete Ryan, and Andrew Burleson, the cofounder's of CoSell.
Connect with Pete Ryan:
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
Allison Metcalfe is the Chief Revenue Officer for Demandbase. In her role, Metcalfe is responsible for leading Demandbase’s revenue operations. Metcalfe joins Demandbase after a successful tenure at LiveRamp where she was responsible for building successful business lines and high-performing teams, including LiveRamp TV, the company’s multi-million dollar TV advertising division. Earlier in her career, Metcalfe was a Director of Customer Success at Demandbase. Furthermore, Metcalfe has held customer success roles at Salesforce (Data.com) and Equilar. Metcalfe holds a Bachelor of Arts degree in Journalism and Sociology from the University of St. Thomas in St.Paul, Minnesota. Connect with Allison Metcalfe:
https://www.linkedin.com/in/allisonmetcalfe/
Connect with Poya Osgouei:
https://www.linkedin.com/in/poyaosgouei/
This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
O this week's episode, Robby and Poya discuss the 3 most common advice folks give when asked at the end of each show "What advice would you give to your younger self?"
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
Luke Freiler is the CEO and co-founder of Centercode, a delta testing solutions provider that helps hundreds of enterprises and high-growth tech companies bring dynamic and delightful products to market. A self-identified Tech Idealist, his mission is to create "less" technology by turning cutting-edge tech into products that fit seamlessly into the everyday lives of consumers. With a background in user experience and software development, Luke enthusiastically leads the design of the Centercode Platform, a comprehensive SaaS solution that enables companies to continuously engage with their audiences throughout product development and iteration. Prior to founding Centercode, Luke worked for Samsung, Ericsson, and Native Instruments, where he developed, tested, and helped launch and support a variety of B2B and B2C products.
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
Josh is a managing partner and co-founder of Threshold. He currently holds board responsibilities at Chartbeat, Databook, LaunchDarkly, LendKey, Sanity, and Talkdesk. He is also actively involved with the firm's investments in AngelList, Doximity, Front, Loftium, and Rippling. His previous investments include Box (NYSE: BOX), Periscope Data (Sisense), Redfin (NASDAQ: RDFN), Selligy (Veeva Systems), SugarCRM (Accel/KKR), Swell (Apple), Tremor Video (NYSE: TRMR), Twilio (NYSE: TWLO), Yammer (Microsoft), and Yardbarker (Fox Sports Interactive).
Josh was a VP at Telephia, where he managed a group providing strategic analysis and information to the nation's largest wireless carrier. Previously, Josh was a co-founder, director, and the chief strategy officer for ViaFone (NYSE: SY), a leading provider of wireless enterprise applications. He has also held positions in product management at Microsoft and NetObjects, and was a management consultant at The Boston Consulting Group.
Josh holds a BA from Dartmouth College, an MBA from the Stanford University Graduate School of Business, and is a graduate of the Kauffman Fellows Program.
Josh was named by Forbes to its annual Midas List of top technology investors in three consecutive years and was twice recognized as a “top VC investor” by New York Times/CB Insights in their annual rankings. He was also a recipient of the Deloitte Fast 500 Venture Capitalist of the Year award.
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
In this week's episode, we talk with the Founder & CEO of Betts Recruiting, Carolyn Betts Fleming. Carolyn is the CEO of Betts Recruiting, a trusted advisor to many, and a philanthropist. She is an alumna of Harvard Business School and a graduate of the University of North Carolina at Chapel Hill. Her business, Betts Recruiting, specializes in building businesses nationwide by introducing go-to-market professionals in the tech and innovative spaces. Betts was founded in 2009 and has been recognized as one of the Best Places to Work in many publications. Carolyn is involved in several non-profit organizations, such as Build, Beam, and Founders Pledge. She holds membership at Young President's Organization, and Entrepeneurs' organization. Connect with Carolyn Betts:
https://www.linkedin.com/in/carolynbetts
Connect with Robby Allen:
https://www.linkedin.com/in/robbyallen
Connect with Poya Osgouei:
https://www.linkedin.com/in/poyaosgouei/
This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), and Bambee (Get your HR Audit for free at Bambee.com/uncharted or Bambee.com/scale). And get your SaaStr Annual Conference Pass at SaaStrAnnual.com
Support this podcast: https://anchor.fm/uncharted1/support
In this week's episode, we talk with the Co-founder & CEO at Routable, Omri Mor.
Growing up in Tel Aviv, Israel, Omri learned to appreciate music, art, food and other sensory experiences. After selling his first company, he and his now co-founder got together to catch up… over some pita and hummus. They began swapping stories of problems they encountered in processing payments to their third parties – so many problems that they were both required to build their own. After taking some time validate a solution in the market, Omri set out to build Routable – a modern bill payments, payouts and invoicing system, enabling companies to speed up payment processing through a secure platform.
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted).
Support this podcast: https://anchor.fm/uncharted1/support
In this week's episode, we talk with the co-founders of Breadcrumbs.io, Armando Biondi and Gary Amaral
Breadcrumbs.io is a Revenue Acceleration Platform based on a co-dynamic lead scoring and routing engine living at the intersection of marketing and sales.
On today's show, we discuss how they came up with the idea for Breadcrumbs while focusing mostly on how they chose each other as co-founders, a challenge that many founders have, as well as some of their learnings going to market in a established market.
Connect with Gary and Armando on LinkedIn, as well as on their website, Breadcrumbs.io.
Connect with Armando Biondi:
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted).
Support this podcast: https://anchor.fm/uncharted1/support
Bryn Jones is the CEO and Co-Founder of PartnerStack (PartnerStack.com), the highest-rated and easiest-to-use partner platform that empowers your partners to sell more of your product. Since 2015, PartnerStack has helped companies integrate and grow hundreds of programs, onboarded 450,000+ partners, and launched their own partner program for affiliates, agencies and resellers.
Connect with Bryn and PartnerStack:
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Support this podcast: https://anchor.fm/uncharted1/support
Our very own, Poya Osgouei was recently on the "Be.Human" Podcast with Briana Carter and Kevin Russell. On this episode, we talk through Poya's experience escaping Iran and moving to the United States, as well as his recent experience with anxiety and how he is prioritizing his mental health.
Connect with Briana Carter:
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale), Indeed (get a $75 credit for your job post at www.indeed.com/scale) and Bambee (Get your HR Audit for free at Bambee.com/uncharted).
Support this podcast: https://anchor.fm/uncharted1/support
Our guest this week is Steve Cornwell, Founder & CEO at Northpass, a learning platform that specializes in building custom platforms for external use cases such as customer education programs, partner programs and workforce programs. Prior to Northpass, Steve ran sales, marketing and operations for Edifice, an enterprise data services and SaaS analytics platform serving the retail industry that was acquired by SPS Commerce (Nasdaq: SPSC) in 2012.
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This week's episode was supported by Bambee (get a dedicated HR Manager for $99) at Bambee.com/uncharted
Support this podcast: https://anchor.fm/uncharted1/support
Poya and Robby interview Brendon Cassidy, who returns to the show as a Co-CEO and Co-Founder of CoSell, a company that helps organizations leverage referrals to find and accelerate sales deals. Prior to founding CoSell, Brendon was the first head of sales at LinkedIn (acquired by Microsoft for $26 Billion), a VP of Sales for EchoSign (acquired by Adobe), and Talkdesk (valued at $4 billion).
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Support this podcast: https://anchor.fm/uncharted1/support
Poya and Robby interview Mark Selcow, a General Partner at Costanoa Ventures, where he is focused on investing in the next generation of great enterprise technology companies. Prior to joining Costanoa, Mark was a serial entrepreneur and operator, who led organizations in the enterprise software and consumer Internet sectors. He co-founded and served as President of two companies. The first, BabyCenter, was a pioneer in the consumer Internet and grew to become a leader in the online parenting market. BabyCenter was sold to Johnson and Johnson in 2001. The second, Merced Systems, became the dominant provider of Performance Management software for large Customer Service functions. It was an innovator in combining operating data, complex derived metrics, and human factors, such as coaching, incentives, and games to achieve improvements in employee performance serving customers. Merced grew profitability from its first year of shipped product and was sold to NICE Systems in 2012.
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Support this podcast: https://anchor.fm/uncharted1/support
We talk to Briana Carter and Kevin Russell who were formerly scaling the EMEA business for HackerRank. Most recently, they started a podcast called "Be.Human" which is a creative medium for them and experts to talk about what it means to live a life that is mindful, purpose-driven, messy, meaningful, and fulfilling.
On this episode, we talk through some of the characteristics we admire in sales managers, while some we don't appreciate.
Connect with Briana Carter:
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
Kristen Durham is VP of Startup Initiatives at Zendesk. She previously served as the Zendesk Chief of Staff, and prior to that she spent four years at Silicon Valley Bank building its VC and technology banking practices in Latin America, China, and other emerging markets. Kristen holds an MS in Energy & Resources from UC Berkeley.
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/scale)
Support this podcast: https://anchor.fm/uncharted1/support
Poya and Robby interview Greg Sands, founder and managing partner at Costanoa Ventures. Prior to founding Costanoa, Sands was a Managing Director at Sutter Hill, where he invested in early stage enterprise software startups, such as Merced Systems, AllBusiness, Youku, Quinstreet, and Feedburner. He was the first product manager at Netscape Communications where he wrote the initial business plan, coined the name Netscape, and built the SuiteSpot Business unit from $0-$140M. He also served as a business development manager at Cisco where he architected a channel management plan. He served a term as the President of the Stanford DAPER (Athletics Department) Investment Fund and remains on the executive committee. He is also the former Trustee of the Stanford Business School Trust and former Chair of its Venture Capital Committee.
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This week's episode was supported by Indeed (get a $75 credit for your job post at indeed.com/scale)
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Melanie Fellay is the CEO and Co-Founder of Spekit (https://spekit.co), the highest-rated and easiest-to-use digital enablement platform that maximizes employee productivity, helps you onboard faster and drives tool adoption by reinforcing your training and enablement in real-time, in any application.
Spekit was born out of the first-hand pain that Melanie and her co-founder Zari felt trying to drive tool adoption and enabling employees using outdated and ineffective solutions that couldn't keep up with today's pace of growth and change. Spekit became the solution to that pain and is now the software of choice for customers across sales enablement, learning & development and revenue operations roles.
Melanie is a BizOps and Enablement enthusiast with expertise driving Salesforce transformations and architecting employee-centric learning solutions. Melanie graduated from the University of Colorado, Boulder with a degree in Accounting & Finance. In her free time, Mel enjoys dancing to live music at Red Rocks or hanging with her mini-goldendoodle puppy, Rufus.
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This week's episode was supported by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/scale)
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale).
In this episode of “Uncharted,” we welcome Sheridan Gaenger, growth marketer passionista. She’s shaking up the traditional five P’s of marketing by revealing that today, there’s actually eight and hint, they’re not tactics! How did she discover and why is she preaching “the new eight”? In under 2 years, she marketed separate companies through an IPO and a Fortune 100 acquisition. Sheridan knows how to scale demand smarter not harder. Her philosophy? - “Scale comes from embracing a strategic sequence, not tactics.” She learned quickly that growth teams who see repeatable success, not only lean into proven new marketing trends but more importantly they never stop embracing the un-sexy stuff like plumbing and metrics. Without fail, these teams follow eight disciplined steps. Tag in, because you’ll never think about growth marketing the same. Your revenue will thank you.
Sheridan, a bay area native is currently the VP of Revenue Marketing at Honeycomb.io and has spent the last 15 years in B2B marketing, often finding herself as the first marketer hired to build the foundation. In her spare time, Sheridan enjoys giving back to her community, traveling and hanging out with her family.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale).
Adam Greenberg is the CEO of iUNU, a Seattle-based startup that provides AI and computer vision technology to help greenhouse growers optimize their operations. iUNU & Mr. Greenberg have been recognized with a Medal of Excellence nomination from Greenhouse Grower, best new indoor growing technology from United Fresh Produce Association, and at age 30, Adam became a member of GPN's 40 Under 40 Class of 2020. Greenberg has been a speaker & panelist at numerous universities, associations, seminars, and conferences such as Hemp Industry Daily, MjBizCon, Indoor AgCon as well as University of Maryland’s annual MAVRIC technology conference. Mr. Greenberg created an AI symposium for Congressional staffers on Capitol Hill late last year, Farm Traveler featured Adam on their November 2020 podcast, Informing Choices on a February 2021 podcast, and Mr. Greenberg was a panelist on the IndoorAgCon January 21 webinar on AI & Robotics.
Adam founded iUNU in 2013 to revolutionize the greenhouse industry by using machine vision technology and iUNU recently closed its Series A funding of $7 million. His passion for agriculture came from his father who is a botanist and entrepreneur. Mr. Greenberg earned his degrees in Finance and Entrepreneurship from the University of Washington and is a former financial analyst at Amazon. Adam is a member of the Board of Advisors of the Southern Christian Leadership Council’s Global Policy Initiative and a member of the Board of Advisors of the Financial Services Innovation Coalition’s American Innovation & Opportunity Fund. He is a fifth-generation native of San Francisco and lives in Seattle, Washington where he enjoys traveling and the outdoors.
In Mr. Greenberg’s own words, “The credit for our success goes to the team at iUNU. Look at the change we’re making and look how far we’ve already come. At the end of the day, our goal is to add value to our customers.”
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale).
Jonathan is the Co-Founder and CEO of Demostack, the no-code product demo experience platform. Prior to Demostack, Jonathan built Tripactions Liquid, a Travel Payments product from the ground up where he helped take the project from a vague Fintech idea to a full blown strategic business unit in 12 months. Previously, Jonathan successfully brought multiple technology products from idea to market, with 2 succesful exits.
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This week's episode is brought to you by Cosell.io/scale where winning revenue teams are leveraging warm introductions to connect with their prospective buyers as well as Scratchpad.com, a favorite sales solution that allows you to do more selling and less salesforce clicking. In todays episode, Robby and Poya sit down with David Appel. David Appel is the Head of Software & SaaS at Sage Intacct, and is passionate about creating great B2B SAAS companies. Prior to Sage Intacct, David served as the Head of Direct Sales at Bill.com, where he grew business by 85% and tripled the team over his 18-month tenure. Previously, he held various sales leadership roles at leading software companies including NetSuite, IBM and Oracle. Having spent over 10 years as a startup sales advisor, David has helped many founders think about their own SaaS dashboards directly. Connect with David Appel
https://www.linkedin.com/in/davidappelsf/
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).
Wesley Thibault is the Director of Mechanical Engineering at Romeo Power where he started as the founding engineer in 2016. Prior to that, he was a manufacturing engineer at Rolls-Royce. Wes is a graduate of University of California, Santa Barbara where he got both his bachelors and master's degree.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/scale)
Lloyed is the co-founder and president of Boast.AI, a company that is working to streamline and automate access to billions in R&D credits and innovation incentives so companies can fuel their growth while preserving equity and avoiding red-tape. Armed with $123M USD in funding, Boast.AI is on a mission to help innovative companies become successful.
Lloyed also co-chairs Traction, a community of over 90k+ founders and tech professionals co-founded by Boast.AI, that brings leaders from the fastest growing companies like Shopify, Twilio, Slack, LinkedIn, GitHub, Cloudflare, and many more to share learnings on building, growing, and scaling startups via weekly webinars, regular meetups, and an annual conference.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).
As a B2B entrepreneur, Jen Abel Founded and scaled JJELLYFISH. Abel is recognised for her skill in designing early-stage b2b go-to-market plans , specifically advising international companies on how they can best conquer the U.S. market. As a thought leader in B2B sales, Abel has been featured as a Cohost and speaker by brands including Conde Nast's Glamour, Techstars, and Boulder Startup Week. Abel advises early stage B2B startups on their sales strategy, along with Fortune 500 companies seeking to test new business models. With over a decade of early-stage startup expertise, Abel was also a Mentor for Techstars and Founding Enterprise Sales Member at General Assembly (acquired) and Y-Combinator startup, The Muse.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).
Monty has over 27 years of experience in financial management and business process outsourcing (BPO) services. Prior to becoming CEO of MontPac, Monty was CEO of Startup Financial Management Inc, CFO of TechFarm Ventures and CEO of Montgomery Financial Services Corp. Monty was also the acting CFO of Metacloud and he helped guide the company through its successful acquisition by Cisco. Monty has a passion for accounting and for providing services that help business owners become better informed enabling better business decisions.
On this episode, we talk through all things related to account and finance that you should be aware of as you scale your finance department.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale).
Shannon Goggin is the CEO & Co-Founder of Noyo, a technology company that uses software to enable data exchange between health insurers and apps that help employers and consumers manage their health insurance and other benefits. Shannon has raised money from top-tier Silicon Valley investors and is a leading voice on the changes and trends in the health insurance space. Noyo works with leading national insurance companies and cutting edge technology companies.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).
Serial entrepreneurs Pouyan Salehi and Cyrus Karbassiyoon have been on a 10 year journey building and scaling various enterprise products. in 2019, they founded Scratchpad, a workspace for revenue teams combining sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process compliance in a single interface.
On this episode, we talk through all of their learnings scaling 3 different companies.
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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).
Abbas is the VP of Customers Success and Value Engineering at Segment (now a Twilio company) where he's building a cross-functional global value engineering team. Prior to Segment, Abbas had a 10 year stint at xMatters as CTO where he led the technology team.
Abbas embodies the pay it forward mentality by mentoring his time and giving back to the community through his involvement at PlatoHQ (the largest engineering and product mentorship community), as well as EverWise (now a torch company).
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Big thanks to the SaaStr (SaaStr.com) team for allowing us to record this episode live during their SaaStrU event on January 27th, 2021.
In this episode, we sat down with Hannah and Jonathan Steiman to discuss how they have scaled Peak Support as a couple and allow them to share some of their tips building a customer support team from scratch.
Hannah is the COO while Jonathan is the Founder and CEO of Peak Support, a rapidly growing services provider dedicated to providing exceptional support to high-growth companies. Peak Support offers a wide array of services including customer support, sales operations, business process outsourcing, copywriting, research, and lead generation.
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This week's episode is brought to you by Oracle NetSuite. Sign up for a personalized product tour at www.netsuite.com/scale
Katie was born and raised in the Suburbs of Detroit, Michigan and spent the first years of her career in a boutique VC firm in San Francisco. It took her only a few months to come to the realization that she wanted to get back to building and made the leap to startup life joining Zipfian Academy as a co-founder and the first business hire.
After a successful acquisition, and a few years as a product manager at Flexport, Katie is now a co-founder at Placement where she and company help jobseekers get jobs they didn't think was possible.
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This week's episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Steven is currently responsible for supporting the revenue team at Twilio that owns the company's revenue number by driving strategic initiatives. Prior to Twilio, Steven ran sales, marketing, and business development for Atrium, a legal technology startup that served high-growth companies. Prior to Atrium, he was Head of Revenue Operations at BloomReach, running sales operations, inside sales, and go-to-market strategy as the company raised nearly $100m and scaled to a 50+ person sales organization. Steven has studied at the University of California Berkeley School of Law and the University of Oregon.
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This week's episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Vieje was born and raised in San Francisco and spent the first years of his career in corporate life in New York City. It took him five years, but he finally came to realization that he needed to get back to building and made the leap to startup life joining Secfi as the first business hire. Vieje is now the Director of Equity Strategy at Secfi where he helps startup employees get the most out of their startup stock options. When he's not nerding out on stock options, Vieje loves eating and working on his stagnant golf game.
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This episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
On this episode, we discuss our top favorite advice our guests in 2020 gave to the question "What's the One Piece of Advice You'd Tell Your Younger Self?"
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This episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
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This week's episode is possible with the support of Oracle NetSuite. You can sign up for a personalized product tour at www.netsuite.com/scale
Dave Blake is the founder and CEO of ClientSuccess, Customer success software that drives customer retention and growth across your entire company. While, Brock Blake is founder and CEO of Lendio, an online marketplace for small business loans.
Both Dave and Brock learned early on the value of hard work, being present and the importance of pushing forward which have become guiding principles in their life and business. We are so fortunate to have them share wisdom, and insights with our community.
Both Dave and Brock are graduates of Brigham Young University , and both of them live in Utah with their wife and children.
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This episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Robby and Poya talk through the 5 most common mistakes they see be made in by founders or sales teams when doing early stage sales.
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This week's episode featuring Laura Kendall is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Laura is passionate about the convergence of marketing and data when it comes to driving successful programs. She is currently the VP of Marketing at MadKudu and has spent the last 13 years in B2B marketing, often finding herself as the first marketer hired to build the foundation. She is actively involved in women in tech communities - she serves as a Salesforce Women in Tech User Group Leader and Committee Member for Women in Revenue. In her spare time, Laura enjoys giving back to her community, traveling (especially visiting her family farm in Wisconsin!), drinking wine and eating cheese.
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This episode is brought to you with the help of our good friends at Sage Intacct. You can check out the live session and many other on demand sessions at https://www.sageintacct.com/events/saas-success-series
And join us next week at https://register.saastrscale.com/checkout/select-tickets/?coupon=poyavip and use "poyavip" for a free VIP Pass.
Regarding this episode -- Join top consulting CFO, Tina Gregory, from Early Growth Financial Services, David Appel, Head of Software and SaaS at Sage Intacct, as well as, Ryan Floyd, Founder and Managing Director of Storm Ventures to learn how to position yourself for the next stage of growth across people, processes, and technology as well as Succeed in a SaaS company as an early hire.
In this episode, we discuss the strategies, tactics and actionable tips that can help seed companies get to growth stage and beyond.
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This week's episode featuring Nicole Allen is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Nicole learned early on that the best path isn't always linear. From college athlete to corp comms in the NBA, Nicole threw her career for a loop when she answered a Craigslist ad for a job at a B2B tech PR agency in San Francisco. From there, she's only looked up and never back, defining a goal-oriented growth path for herself at LEWIS Global Communications where she now holds a leadership role as VP of Digital and Head of the SF Office. Nicole is at her best when she's surrounded by people who are smarter than her, and feels fortunate to have fallen into a supportive group of women who continue to push her upwards.
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This week's episode featuring Tara McCann and Sammi Chen from Zendesk is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Sammi and Tara joined us this week to share their perspective on how companies as well as business leaders in a remote world can support current college graduates as well as recent graduates. Sammi and Tara share what they have seen their company, organizations as well as individuals do to ensure a smooth onboarding of candidates, as well as, ensure they are doing all they can to get them productivity.
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This week's episode featuring Rhonda Larson is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Rhonda's career has taken her from consulting to enterprise to startups and back. She's worked across multiple functions with the majority of her time in sales operations. She loves making things easier for the people around her and measuring the impact of her and her team's work. Currently, she heads up a global SaaS Sales Ops team at LinkedIn where she is thrilled to be part of the company's mission to bring economic opportunity to the world's workforce.
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This week's episode featuring Niji Sabharwal from Agentsync.io is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale) Niji was born and raised in the San Francisco Bay Area and has more than 10 years of work experience at companies like Linkedin & Zenefits managing functions ranging from sales strategy & operations to broker compliance. Niji and his wife, Jennifer Knight founded Agentsync with the mission is to automate the distribution compliance burden by leveraging technology to do the heavy lifting - ultimately creating opportunity and efficiency in an industry ripe for disruption. Niji holds a B.A. in Business Economics from the University of California, Santa Barbara. Connect with Niji Sabharwal:
https://www.linkedin.com/in/akaniji/
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This week's episode featuring Peter Ord from GuideCX is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Peter Ord is the founder and CEO of GuideCX, a client onboarding and implementation platform to engage new customers and deliver value faster. Before founding and scaling GuideCX, Peter was at DealerSocket for 14 years in a wide variety of roles from implementation, training and most recently as the VP of Sales where he helped lead DealerSocket through an acquisition. Peter is a graduate of Brigham Young University, and currently resides in the beautiful State of Utah.
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This week's episode featuring Crendal Kear is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Crendal is a highly-regarded business operations professional with over 20 years of experience in technology sales, support and services operations roles. She currently serves as the Vice President of Global Sales Operations at Exabeam. Prior to Exabeam, she was Vice President of Worldwide Sales Operations at Zscaler, where she built out the sales and support operations that ultimately led to a successful IPO for the company. Before Zscaler, Crendal held various operational roles at organizations including Hewlett Packard, NetApp, Aricent and ArrayComm where she supported organizations experiencing business transformation and hyper growth. Crendal has a B.A. from University of Findlay.
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This week's episode featuring Jan Arendtsz is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Jan Arendtsz is a veteran of the software industry with more than 25 years of experience in sales, marketing, business development, product development, and customer success. He founded Celigo with the goal of simplifying how companies integrate business applications together for a connected enterprise. He is responsible for overseeing all company operations.
Prior to Celigo, Jan was a Director at NetSuite, the leading cloud-based ERP platform, where he launched their integration platform. Prior to that, Jan worked for Cambridge Technology Partners, where he implemented complex business solutions for a multitude of customers ranging from Internet startups to Fortune 500 companies.
Jan holds a B.S. in Computer Science from the University of Texas at Austin.
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This week's episode featuring Loretta Jones is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Loretta is a self proclaimed 'startup junkie.' She loves growing early stage SAAS startups, and has grown companies from $1-2M ARR up to over $20M ARR. Her experience encompasses marketing strategy, communications, demand generation and growth marketing. In many early stage startups, it's not uncommon for Loretta to be the first marketing leader and the only female in a male-dominated engineering culture, so she enjoys bringing different energy and perspective to early stage startups. She's an animal lover (especially dogs!) and uses her vacations as an excuse to get back to nature and swim with humpback whales, whale sharks and manta rays, to name a few.
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This week's episode featuring Sid Bharath from Broca is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Sid is the CEO and Founder of Broca (www.usebroca.com), an AI-software that generate content such as ad copy, blog posts, etc. Previously, Sid ran a consulting business, helping SAAS companies accelerate their growth. He worked with fast-growing startups like Gorgias, ClickUp and many others. Before that, Sid was the VP of Growth at Thinkific, helping them grow from product-market fit to a multi-million dollar company (20X growth) in less than two years. Sid also worked at Lemonstand (acquired by Mailchimp).
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This week's episode featuring Kass Dawson from Softbank Robotics is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Kass Dawson is the Vice President of Human Resources and Diversity & Inclusion at SoftBank Robotics America (SBRA), as well as the VP, Brand Strategy & Communications. Kass leads SBRA and its partners at the intersection of business strategy, the future of work, and social equality, elevating humanity both through and beyond robotics. Kass also led the SoftBank Group education CSR project for North America which donated robots and software to minority-majority school districts and underserved classrooms to increase access to STREAM careers. Before SoftBank Robotics, Kass worked at Facebook as the Global Head of Marketing for the Automotive vertical, driving the company’s strategic vision to maximize automotive business around the world. Before Facebook, Dawson has held a variety of roles within manufacturing and technology leaders like Mercedes-Benz and Jumpstart Automotive Group. Kass is a graduate of Amherst College.
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This week's episode featuring Tanner Lacey from Spiff (https://spiff.com/demo/) is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Tanner is a Co-Founder and Director of Business Development at Spiff, the company that helps automate and optimize commissions plans. Before transitioning to the tech world, Tanner served as the Director of Finance at 1-800-Contacts, and also spent four years playing golf professionally while managing a golf course.
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This week's episode featuring Ashley Whitlatch (https://www.ashleywhitlatch.com/) is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)
Ashley is an executive marketing consultant with 13+ years of marketing and leadership development experience, and currently enables tech giants + early stage startups to develop their brands + share their stories. Her clients have included Visa, Facebook, Drops, Solgaard, and Plato, among others. Previously, she served as the Director of Marketing at Redkix (acquired by Facebook), and also spent four years at Prezi, Inc., leading global evangelism programs & partnerships, helping them grow from 9MM to 70MM+ subscribers worldwide. While there she scaled an international B2C Ambassador Program of marketers, creatives, and engineers to 33 countries with 80 direct reports. Before transitioning to the tech world, Ashley was an Assistant Director at the University of Washington for a number of years. UW was also her alma mater where she earned a BA in Journalism. When she's not managing a team of incredible people, you can find her traveling, taking photographs, and practicing her French.
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This week's episode featuring Bridget O'Brien from Dialpad is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale).
Poya and Robby sit down with Bridget O’Brien to discuss her tips and tricks on how folks can transition from the services industry into tech. We talk about all the ways she was able to use her the skills gained as a marine biologist in her current role as a sales leader. She also provides some actionable insights on how candidates can stand out in their search.
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This week's episode featuring Shawn Lavana is brought to you by Oracle Netsuite. Sign up for a personalized product tour at www.netsuite.com/scale
Shawn, a marketing veteran recently joined SignEasy as their Chief Marketing and Growth Officer. Previously, he's led Marketing at companies such as Virgin Pulse and Postwire. Make sure to listen to this interview to learn more about Shawn's professional journey, bringing storytelling back to the forefront of marketing and Shawn's enlightening words of wisdom when it comes to taking risks and maximizing your impact as new hire in the first few days and weeks.
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This week's episode featuring Dan O'Connell & Keith Messick is brought to you by Oracle Netsuite. Sign up for a personalized product tour at www.netsuite.com/scale
Dan and Keith were previously a guest on Uncharted and Eclectic and two of our most popular so it only made sense to bring them back for another episode. Having worked together for a couple of years scaling Dialpad's go-to-market engine, it only made sense to bring them back to understand what made things work in their relationship and how they ensured both their respective teams were aligned and moving in the same direction.
Dialpad recently raised a $100 Million Series E at a $1.2 Billion valuation. Dan and Keith were previously two of our most popular guests so it was only appropriate to bring them back to do a session on what a great Sales and Marketing relationship looks like, and why it's so important to have trust and respect for one another.
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This week's episode featuring Scott Orn from Kruze Consulting is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale).
Scott runs Operations at Kruze Consulting, a fast growing Startup CFO Consulting firm that works with over 250 startup clients. Kruze is based in San Francisco with clients across the United States. In addition to his Operations responsibilities, Scott runs the Venture Debt Consulting practice at Kruze.
Before Kruze Consulting, Scott was a Partner at Lighthouse Capital, a private debt fund that lends to startups. In addition, Scott ran Community Products at Callisto Media. Scott still manages his portfolio on behalf of Lighthouse. Some of his high profile deals include Angie's List, Upwork, Impossible Foods, Serena & Lily, Freshbooks, and ZestCash.
In his spare time, Scott co-founded Ben's Friends, an Internet patient support community for people with rare diseases. Ben's Friends is a 501C3 non profit and has become one of the largest rare disease support communities on the Internet with 120,000 uniques last month (a 20% increase month over month). Both LinkedIn and Google have made sizable grants in the last two months to help Ben's Friends continue to grow.
Prior to joining Lighthouse, Scott spent three years in Technology Mergers & Acquisitions at Hambrecht & Quist which was later acquired by JPMorgan Chase.
Scott has an MBA from Kellogg, and an undergraduate business degree from CAL Berkeley. He also has a CFA and has passed the Series 7.
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This week’s episode features Mike Davis.
Mike has been navigating the Salesforce ecosystem for over a decade and has developed a deep knowledge of what works within it. His experience includes time at Xactly, Conga, and TaskRay. While the majority of his career has focused on the revenue side of the house—specifically in sales and alliances leadership—he has experienced every functional aspect of the Salesforce ecosystem. When Mike isn’t talking to customers and coaching the team, you can find him skiing, cycling, mountain biking, camping (in his VW van), playing soccer, scuba diving or cheering on the US Soccer teams.
Tune in to a great episode!
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Saksham Sharda is a Creative Director at Outgrow.co. Outgrow is a SaaS application that you can use to create personalized content that helps you generate more qualified leads and better engage with your customers. Specifically, you can build Calculators, Quizzes, , Assessments, Polls, Surveys, and any other creative solutions you can think of. These assets significantly improve lead conversion rates and customer engagement.
In this episode, you will hear Saksham talk about how companies are leveraging interactive content and why it's the future of digital marketing. Additionally, Sak talks about how you follow up and get started quickly.
Tune in to a great episode and get started with your own project today at outgrow.co/saas
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This week’s episode features Paige Robinson, founder of Will Reed. Will Reed is a recruiting firm that partners with innovative tech companies and VC-backed startups to scale sales organizations and actualize growth strategies. In other words, they hire the best people to help the best people find the best jobs.
Paige's story is one of perspective, a perspective that I hope will provide encouragement to many listening. In this episode, you will hear Paige talk about balancing running a business while being a mom to three kids under the age of three. Her advice to folks looking to hire their first sales hires, and you will also hear about Robby's recent experience moving over to full time to build AgentSync, and why we believe in the importance of story telling. Paige also talks about her childhood, being supported by loving parents and siblings, and when entrepreneurship became a part of her journey.
Tune in to a great episode!
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On this episode, Don Erwin, whose been an early employee at LinkedIn, HackerRank, Automile and MiaxMax sits down with us to explain his learnings having managed hundreds of people over the years.
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In an industry cluttered with marketing “gurus” and “thought leaders”, Keith Messick, Chief Marketing Officer of LaunchDarkly, is determined to cut through the fluff. His hard-earned knowledge comes from a career working for major companies and small startups, giving him strong convictions on what really matters in marketing. Previously, he served as the CMO at Dialpad and Lucidworks and also held senior leadership roles at Topsy (acquired by Apple), Get Satisfaction (acquired by Sprinklr), and SuccessFactors (acquired by SAP). We also discussed his learnings opening winestore and why he credits his parents for his attitude, experience and success.
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Emily Omier is a journalist turned business owner that helps companies in the Kubernetes ecosystem with marketing strategy, positioning and content.
Tune in to a fantastic episode and make sure to connect with Emily and us if you haven't already.
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Barbra Gago is a revenue-focused marketing executive with over 15 years experience building customer-centric brands and scalable marketing engines that drive rapid growth in mid-market and enterprise organizations. Barbra shared with us how she leveraged the skills she learned in the fashion industry and blogging to crack into the tech industry and why she is so passionate about talent development as well as helping folks move up in their career. We also had a passionate conversation around legitimizing non-managerial career paths.
Tune in to a fantastic episode and make sure to connect with Barbara and us if you haven't already.
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Jean-Baptiste Coger is the cofounder and Chief Product Officer at Plato. Jean-Baptiste (JB), holds a Masters degree in Aerospace Engineering from the prestigious ISAE-Supaero in France. He also spent time studying Industrial Design at UID in Sweden, where he learned the fundamentals of design thinking and broadened his design skillset. After being accepted into NUMA Paris and YCombinator's Winter 2016 cohort, he and his cofounder found themselves managing a team of engineers for the first time, and the idea for Plato was born. At Plato, he's lead customer success, operations, and now focuses on product. A relationship builder at heart, JB believes these connections are at the heart of Plato's success today.
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Gene Finley is currently the director of enterprise insights at Handshake. Prior to Handshake, Gene led the insights team at LinkedIn as well as helped companies of all sizes with their digital transformation at Zuora. Before working in SaaS, Gene had stints as a management consultant and as an entrepreneur as the founder of MyButler. Gene received his bachelors degree from Howard University and got his master's at the University of Illinois at Urbana-Champaign. Gene grew up in the south side of Chicago and now resides with his family in the San Francisco Bay Area.
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Pete Prowitt is currently the director of sales and success at Loom. Prior to Loom, Pete led the relationship management teams for Intercom's core and emerging business segments. Pete has more than ten years of SaaS sales experience with expertise in both new business acquisition and strategic expansion. Before working in software sales, Pete had stints as a speechwriter and as an investment banker. Prior to that, Pete played basketball at Stanford University and Germany.
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Kris Bondi is a seasoned marketing professional with more than 20 years of international marketing experience. Kris brings her history of creating hockey stick adoption, prominent brand reputation, and substantial mindshare to her role. Kris has served as a marketing leader for companies such as LogDNA, Bitnami, Iron.io, Moka5, TIBCO and Mashery. Prior to that, Kris advised global brands on GTM and strategic positioning where her clients included Visa, Starbucks, NEC and Qlik. Kris holds a BA in communications rhetoric and political science from the University of Pittsburgh.
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Marcus has been an integral part of 3 very successful companies. Groupon (early in his career), Talentbin (acquired by Monster), and Textio (a sales org he’s built from almost scratch). Marcus has done it three times. One time could be luck. Twice requires world-class talent and maybe a little luck. Three times and you can’t touch him.
Marcus has made good on all of the years working for Tech orgs and turned that knowledge into his own growth strategy company, Cultured Perspective Inc. Cultured Perspective helps startups scale their business through revenue (think on-demand VP of Sales consultancy). Marcus is committed to serving Black-owned startups through his consultancy.
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Born in Atlanta, Mandy Cole is the founder of RiSE Accelerator, a full service Go To Market partner that helps early and growth stage companies accelerate their growth, reduce sales execution risk, and save time and resource cost.
It’s very important for someone that successfully broke into a startup to understand what a high functioning sales organization looks like. Listen in to find out how a high-functioning sales organization is supposed to operate. Mandy is an expert at not just building organizations but explaining how that looks like and establishing the necessary processes in place.
Among Mandy’s career portfolio include companies like Main Street Hub, Zenefits, Stella & Dot, and LivingSocial.
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Every company is consistently looking for new ways to go to market, acquire customers and grow quicker than before. Partnerships are a fantastic way to do just that and we are lucky to have Eric Chan, whose currently the Head of Partnerships at Chargebee share with us his playbook.
Eric leads global partnerships across the organization. Prior to Chargebee, he has been an entrepreneur 3x (one failure, one exit and one thriving company). He has over 20 years of building digital products and company growth at Global 2000 firms and startups. He has deep expertise across a wide set of industries including stints at Mercedes-Benz, Nokia Siemens Networks, Sun Microsystems, and Wells Fargo Bank. Eric has also been a nationally-recognized mobile market expert featured in CNBC, Forbes & Wireless Week. Eric holds a Bachelors in Business Administration and a Masters in Software Engineering, both from Carnegie Mellon University.
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Every startup and company has people behind the scenes that do lots of the heavy lifting and dirty work that can easily go unnoticed.
Erin, event manager for ProfitWell is definitely one of those people. On today's episode, we learn how she got into the event world, how she joined the Rocketship that is ProfitWell, and how she's navigating and making the most out of virtual events.
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Patrick Campbell is the CEO of ProfitWell.com, the software for helping subscription companies with their monetization and retention strategies. Patrick and ProfitWell also provides free turnkey subscription financial metrics for over eight thousand companies. Prior to ProfitWell, Patrick lead Strategic Initiatives for Boston based Gemvara and was an Economist at Google and the US Intelligence community.
Patrick was kind enough to share:
TUNE IN to a juicy episode that's filled with the perfect combination of personal stories, tactical advice and humor.
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Ricardo is the founder & CEO of Silicon Valley based, VOIQ. His company raised $5 Million from YCombinator and other top Silicon Valley investors. VOIQ is leading the $150B transformation from humans to conversational AI VoiceBots for calling.
Ricardo is a YCombinator alumnus and was recently recognized as a Silicon Valley Top Diverse Tech 40 Under 40. He also founded the group of the Top 20 Latino Tech Leaders in the US ($10B in exits) and leads the alumni group of YCombinator founders in Silicon Valley ($100B valuations). He is an Aspen Institute Technology Fellow and a NYU Stern Innovation Fellow.
Ricardo is a thought leader on AI Voice technology and how it is dramatically transforming the way that business leaders work. He has delivered keynotes at the top AI global conferences.
Ricardo has an MBA from NYU Stern School of Business, and an undergraduate degree from NYU.
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Maria Pergolino is Fearless. Having led demand generation at the company that invented demand generation, a successful run at Apttus, Anaplan and now as CMO at ActiveCampaign, there’s no question that Maria knows a thing or two about B2B marketing. She has built some of the best marketing teams in Silicon Valley, and as time allows, pays it forward by sharing her best practices with the industry that she herself helped shape.
That’s how I first got introduced to Maria and thrilled to have her on this week's episode.
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Carin's a dynamic marketing leader with a track record of delivering growth through the combination of Brand, Digital, and Strategic Marketing. On today's episode, we discussed many things with a majority of them not being related to her expertise in marketing. We were lucky to have Carin share with us her up-bringing, her view on how leaders can cultivate a sense of belonging and inclusion at work, what she has learned from beekeeping and boating, as well as the importance of servant leadership, communication and personal development.
Carin has extensive experience with B2B and B2C clients to create and redefine their Brand, corporate marketing and stakeholder engagement strategies. She has worked with companies like Capgemini, UPS, Johnson & Johnson (Janssen), Ritz Carlton, Chanel, Behr and Xoom (part of PayPal) on brand and digital transformation (mobile) strategies.
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There is no shortage of email editing tools. Fancy or simple, expensive or free, it seems the list grows longer each month. But despite the number of editors available, one has consistently stood out: BEE (Beefree.io). With a unique model and name, I wanted to understand why they’ve succeeded against such cluttered competition. Luckily, BEE’s CEO Massimo Arrigoni was kind enough to sit down and give me the scoop.
Luckily, BEE’s CEO Massimo Arrigoni was kind enough to sit down and give me the scoop., a product-first, product-led business unit at MailUp Group. BEE stands for 'best email editor', the project's ambitious goal. Over 100,000 marketers use BEE every month, either embedded in over 500 SaaS applications or online at beefree.io. Massimo is also a product strategist at the group level at MailUp (https://www.bloomberg.com/quote/MAIL:IM), and was Head of Product at the company prior to his current role. Before joining MailUp in 2011, Massimo was co-founder and CEO at Early Impact, a California-based software company that was one of the first developers of a fully integrated e-commerce system (ProductCart), used by thousands of online stores in the 2000s. Massimo serves on the board of advisors at Denver-based Email On Acid, and mentors startups in the San Francisco Bay Area. Born in Italy, Massimo has been living the USA since the mid 90s.
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In this episode of Uncharted and Eclectic, we talked with Nick Franklin, Founder and CEO of ChartMogul, (www.chartmogul.com/) a company that helps hundreds of subscription businesses extract value from their data; from large SaaS and media businesses to niche monthly gift box companies.
Prior to launching ChartMogul, Nick was a director and early team member at Zendesk, the cloud-based customer service platform, where he worked for more than 5 years. He helped grow Zendesk from 9 person startup to a NYSE listed company of more than 600 companies. In August 2014 Nick moved with his wife to Berlin to launch ChartMogul.
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We talk to Dan O'Connell, who got his start at Google at the age of 22 back in 2003 and after a 9 year journey, went to scale the sales team at Adroll.com. After a successful career in Ad Tech, Dan became the CEO and President of TalkIQ where within 18 months he helped lead the company through a successful acquisition. Dan is now the Chief Strategy Officer and Chief Revenue Officer at Dialpad.
Dan has done it all and has successfully built highly cohesive and scalable teams as both a sales leader and CEO, and we are fortunate he shares some of his playbook and actionable advice on this topic. Give it a listen, you won't be disappointed!
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Ian Luck, the VP of Marketing, at CustomerGauge (https://customergauge.com/) discussed his approach to marketing and how he sees the profession evolving in the upcoming years.
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Robin helps startups recruit Software Engineers by developing cutting-edge AI tools. 700+ startups have scaled their teams with their help, often from 10 to 100+ people. The knowledge Robin has acquired about the process is pure gold. Join us to discover what's he's learned acquiring 1,000s of users in Europe and the United States, his learnings from Y-Combinator, as well as the differences between going to market in the United States Vs. France.
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On this edition of Uncharted and Eclectic, we welcome our co-host of the podcast moving forward. Robby Allen, a good friend was born and raised in San Francisco, and attended the University of Oregon. It's been a pleasure to work alongside him at SaaStr, and super excited to continue partnering with him on this podcast.
I mean, what hasn’t Robby done in the world of sales? Grew Zenefits’ sales team to 250 reps and opened the Arizona office. Grew Flexport’s sales development-sourced revenue by $80M. Now, he’s helping startups of all kinds grow their sales machines. Suffice it to say: Robby knows a thing or two in the world of revenue generation.
Welcome Robby Allen, veteran sales leader and founder of Buena Vista Ventures, and now podcaster at Uncharted and Eclectic.
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We talk to Eddie Nguyen, who after a 20-year career as a business leader, decision-maker, and team builder at startups like Optimizely (seed stage to $90M ARR) and Marketo (pre-product launch to IPO), IronPort (seed stage to acquistion by Cisco) decided to become a leadership and customer success coach where he focuses primarily on helping startup founders and executives develop their leadership skills, as well as helps Customer Success teams drive more revenue and customer growth.
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We talk to Mark Stoddard, who after getting his MBA from Babson College (the top program for entrepreneurship) joined Hubspot and had a successful 8 year journey founding and building multiple sales teams and offices in Europe as well as Asia.
Mark shares his learnings being an early member of the sales team at Hubspot as well as his unique perspective given he's worked with marketers, sales and customer success teams over the last decade.
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We talk to Brendon Cassidy, who was the first head of sales at LinkedIn (acquired by Microsoft for $26 Billion), a VP of Sales for EchoSign (acquired by Adobe), and Talkdesk (valued at $2 billion).
Brendon’s greatest asset is his ability to create highly cohesive and scalable sales power-houses, and we are fortunate he shares some of his playbook and actionable advice on this topic. Give it a listen, you won't be disappointed!
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Tami McQueen is the Co-Founder of 31south, a full service creative marketing and advertising agency focused on companies of all sizes. Born and raised in South Africa, Tami played competitive Tennis and got a scholarship to Murray State University where while playing tennis competitively earned her Bachelors and Master degrees. Tami joined one of the fastest-growing B2B SaaS Startups in the U.S. as the first marketing hire at SalesLoft to scale and lead branding, customer marketing, content marketing, and lead generation initiatives across multiple platforms. Tami became the Director of Marketing at SalesLoft back in 2014 and by the time she left the company in 2017 to start her own business, SalesLoft was valued at upwards of 50 Million Dollars. Tami's expertise centers on field marketing, go-to-market brand strategy, public relations and corporate communications, and account-based initiatives across multiple platforms.
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We talk to Peter Zotto, who is the General Manager at ProfitWell, a business intelligence solutions company which aims to improve retention and monetization automatically through unmatched subscription intelligence. He’s also a huge NBA junkie and he used to play at University of New Hampshire (UNH) in Durham, New Hampshire.
Peter's helped scale ProfitWell to 85+ employees. On today's episode, we chat on what's he's learned through his 8 year journey at ProfitWell, the importance of feedback and communication, aligning the go-to market teams with the customer journey, how they are adjusting in light of Covid-19, the importance of value selling in today's environments, while allowing him to do what he and his team do best -- sharing the interesting relationship between value and willingness to pay and how these data help their pricing strategies with the companies they work with.
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Poya talks artificial intelligence, big data, and entrepreneurism with Carlos Mendez Solano, the founder and CEO of Datagran. Carlos has an incredible story that he shared on the show, one where he started his career in advertising at JWT and then starting his own web development agency. Fast forward to 2017, Carlos decided to made another leap. With the knowledge and skills gained from his career along with his educational background as well as entrepreneurial spirit, Carlos decided to launch Datagran, a company that is putting machine learning and AI into the hands of marketers as well as business leaders.
Highlights from this week’s podcast include:
Tune in for a great episode.
Additionally, want to thank a couple of my favorite products, Cumul.io whose been the interactive analytics solution that hundreds of software companies can use to help their customers make data driven decisions. Click here for Cumul.io’s free trial and 2 months free upon purchasing an annual license.
If you want to connect with me (Poya), you can reach me on LinkedIn or Twitter, or my personal email, poyaosgouei [at] gmail.com
Support this podcast: https://anchor.fm/uncharted1/support
On this episode, we talk with Eddie Rymer whose been in commercial real estate for 15 years, and is a Senior Vice President in the Minneapolis office of Avison Young and the founder of SaaS Office Space.
Eddie shares how he got his start in commercial real state, an his experience on how companies can get out of their office leases in today's current Covid-10 environment. Eddie also explains some of the most important skills that have allowed him to have a successful 15 year career in commercial real estate and some of the lessons he hopes to instill into his 3 children.
Tune in for a great episode.
Additionally, want to thank a couple of my favorite products, Cumul.io whose been the interactive analytics solution that hundreds of software companies can use to help their customers make data driven decisions. Click here for Cumul.io’s free trial and 2 months free upon purchasing an annual license.
If you want to connect with me (Poya), you can reach me via LinkedIn or Twitter, or my personal email, poyaosgouei [at] gmail.com
Support this podcast: https://anchor.fm/uncharted1/support
On this episode, we talk to Sara Archer, who is the head of Sales and Marketing at ChartMogul and helped build the first Subscription Data Platform.
We talk about how Sara got her start in sales and marketing and ultimately landed at ChartMogul. Sara explains what happening in the subscription economy and some of the tactical steps companies can take in this new world of WFH and why this is the perfect opportunity to level-up your operations.
Tune in for a great episode.
Additionally, want to thank PlatoHQ for sponsoring today's episode. Plato is the leading engineering mentorship community that companies such as Box, Gitlab, and Stripe use to solve their engineering team's number one challenge. Check them out and use "friends-of-poya" to get started for a discounted rate and get the mentorship you need from one of their 500+ mentors. Book a demo with Plato today!
If you want to connect with me (Poya), you can reach me on LinkedIn or Twitter, or my personal email, poyaosgouei [at] gmail.com
Support this podcast: https://anchor.fm/uncharted1/support
Chad Willardson began his career as a financial advisor working in the top wealth management division for Merrill Lynch. After a successful nine year career where he ranked in the top two percent of financial advisors worldwide. He decided it was time for him to start a his own company where he works in the interest of his clients and not for a big firm. The client comes first, not the product. Analyzing their needs rather than pushing unnecessary items on them, is what drove Chad’s previous clients to look for him. Pacific Capital has been a huge success and Chad is using his business to actually helping others with his great team.
Outside of Pacific Capital, Chad is the Treasurer for the City of Corona. The City's population is at 168,000 people and continues to rise each year. Chad donates his time to the city and manages over $300 million dollars.
You can schedule a time with Chad and his team at Pacific Capital here
If you want to connect with me, Poya, you can reach me on LinkedIn or Twitter.
Support this podcast: https://anchor.fm/uncharted1/support
On this episode, we talk to Pedro Muller, who is the General Manager for Startup Initiatives at Zendesk and focuses on providing an excellent customer experience for early-stage startups looking to adopt Zendesk solutions.
Pedro explains the importance of doing more than the job entails, the secrets that have allowed him to get promoted three times to ultimately now oversee customer success, strategic partnership, marketing, and sales within Zendesk for Startups. Qualifying early stage companies can get six months of Zendesk credits for free so check them out.
Tune in for a great episode.
Additionally, want to thank one of my favorite products, Cumul.io whose been the interactive analytics solution that hundreds of software companies can use to help their customers make data driven decisions. Click here for Cumul.io’s free trial and 2 months free upon purchasing an annual license.
If you want to connect with me, you can reach me on LinkedIn or Twitter.
Support this podcast: https://anchor.fm/uncharted1/support
On this episode, we talk to Michael Martocci, who is the the founder and CEO of SwagUp, creating high-quality swag for fast-growing companies.
Michael shares amongst many things how he used his personal savings to get off the ground with $100/month, using tools like Wix, Typeform and pure hard work, to ultimately get SwagUp to 10 Million in annual revenues and 60 plus employees.
Tune in to the episode and check out their Swag Packs as they are great for any occasion - virtual and in-person events, to win prospects, thank customers as well as engage employees.
Additionally, want to thank one of my favorite products, Cumul.io whose been the interactive analytics solution that hundreds of software companies can use to help their customers make data driven decisions. Click here for Cumul.io’s free trial and 2 months free upon purchasing an annual license.
Support this podcast: https://anchor.fm/uncharted1/support
On this episode, we talk to Briana Carter, who is the EMEA Mid Market Director having worked her way up from an entry level (Sales Development Representative) role over the last 5 years.
Briana explains the importance of knowing your worth and when to ask for a raise, the secrets that have allowed her to get promoted three times within the last five years, and her first hand experience selling in Europe as a born and raised, American.
Tune in for a great episode.
Additionally, want to thank PlatoHQ for sponsoring today's episode. Plato is the leading engineering mentorship community that companies such as Box, Gitlab, and Stripe use to solve their engineering team's number one challenge. Check them out and use "friends-of-poya" to get started for a discounted rate and get the mentorship you need from one of their 500+ mentors. Book a demo with Plato today!
If you want to connect with me, you can reach me on LinkedIn or Twitter.
Support this podcast: https://anchor.fm/uncharted1/support
Thomas De Clerck is the Co-Founder of Cumul.io, the startup that powers data visualization & analytics within SaaS platforms around the world -- analyzing and visualizing billions of data points every hour.
As for Thomas, prior to changing the world of business analytics, he spent over 5 years in the more traditional world of technology, including time at Google, Altran and Siemens. If that was not enough, Thomas got his MBA from Insead.
Additionally, want to thank PlatoHQ for sponsoring today's episode. Plato is the leading engineering mentorship community that companies such as Box, Gitlab, and Stripe use to solve their engineering team's number one challenge. Check them out and use "friends-of-poya" to get started for a discounted rate and get the mentorship you need from one of their 500+ mentors. Book a demo with Plato today!
If you want to connect with me (Poya), you can reach me on LinkedIn or Twitter, or my personal email, poyaosgouei [at] gmail.com
Support this podcast: https://anchor.fm/uncharted1/support