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Data & Rev Ops
Product & Strategy
Data & Rev Ops
Product & Strategy
Amyra is the Senior Vice President of Sales at Zipline. She previously led teams of 5-50+ salespeople at Zipflow, Criteria Corp, Kareo, HireRight, and Sage. Across roles, she’s emphasized talent development (tripling or quadrupling sales headcount) and process improvement (increasing win rates 30-50%). Amyra is also Vice President of her chapter of the American Association...
One of the top voices in B2B Competitive Intelligence, Andy McCotter-Bicknell helps businesses build programs that crush their competitors. He’s the current Head of Competitive Intelligence at ClickUp, and the former Head of Competitive Intelligence at ZoomInfo. He has enabled hundreds of individuals to win competitive deals.
Anthony is the founder and Chief Advertising Officer of Speedwork Social, an agency specializing in LinkedIn advertising. Over 5 years focused on LinkedIn, he’s worked with B2B companies from brand new startups to established companies with $250K+ per month in advertising spend. Anthony started his career as a software developer at IBM, and previously founded...
Anthony is VP of Industries and GTM Solutions at Clari, the revenue operations and forecasting platform, where he works cross-functionally to direct the company’s go-to-market strategy. He spends his time thinking about increasing predictability as companies grow from seeking product-market fit, to building a team, to building true repeatability. Anthony previously led Enterprise Revenue at...
Anthony Louis is Recruitment Lead at Beacon, a talent consultancy that helps growing organizations level up their internal hiring programs. As a recruiter himself and leader of recruiting teams, he’s served over 100 companies from Seed Stage to Series C+, and interviewed thousands of candidates across dozens of functions.
Audrey is a Partner at DesignMap. She’s had the great fortune to provide strategic, design, and research support and services over the years to clients like Salesforce, Docker, Electrify America, RSA, A3Ventures, NetApp, Aetna, and eBay, among many others over her 25 years in high tech. She’s also the author of the book “What CEOs...
Boaz currently serves as Chief Customer Officer at Talech, an SMB point of sale software provider. He’s previously led customer success at OpenGov, a provider of core operating software for local governments, Mashery, an enterprise API management platform (acquired by Intel), newScale, an enterprise ERP4IT software provider (acquired by Cisco) and FreeMarkets, the innovator of...
Building a Data Analytics Function
Tim Jenkins currently leads Strategy and Analytics at Lucid, where he was the first data hire and has grown the function to a team of 16. In this guide, he outlines the key responsibilities of data and analytics teams, the different pieces of technology they need to do their work, and how to structure a growing data function.
Building a Developer Relations Function
Mary Thengvall leads developer relations at Camunda, and has long been a thought leader in the guide, authoring the book, "The Business Value of Developer Relations" and publishing DevRel Weekly. In this guide, she describes what DevRel is, and how to stand up a function to drive developer awareness, enablement, and engagement.
Building a Lead to Revenue Operating Model
Michael Madden is the VP of Demand Generation at AlphaSense and was previously Director of Demand Generation at Marketo. In this guide, he lays out how to define lead-to-revenue stages and marketing to sales handoffs, how to think about attribution, and how marketing should own revenue goals (vs. lead-based vanity metrics).
Building a Sales Enablement Function
Christi Wall is currently the Head of Revenue Enablement & Operations at SecZetta Inc. Previously, she was the Director of Strategic initiatives at Chainalysis, a blockchain analysis company, where she previously served as Director of Revenue Enablement. She has supported 250+ sellers across her sales enablement roles and has led Training and Enablement at Ping Identity.
Building a Solutions Engineering Function
Zach Lawryk is the VP of Solutions Engineering at Slack, and has previously led solutions engineering at Optimizely and Box. In this guide he explains the role of solutions engineering in the presale process, and outlines how to manage key SE responsibilities from demoing to technical discovery to running pilots.
Building an Inclusive Mindset and Culture
Noa Gafni is the Executive Director at Rutgers Institute for Corporate Social Innovation, where she educates business leaders on corporate social responsibility, including diversity and inclusion. In this guide, she explains how to create diverse teams, ensure supportive work environments, and reap the innovation benefits that come from a broader perspective.
Building and Optimizing a Digital Growth Engine
Stacey Grotz is a digital marketing expert with experience leading marketing teams at Google, Ingenio, Polycom, and ClearSlide. In this guide, she lays out the pros and cons of different digital channels, describes the campaign planning process, and outlines who should manage digital marketing based on a company’s stage.
Rachel Haley has run capacity planning while in sales ops leadership roles at Snowflake, Sumo Logic, and Salesforce. In this guide, she details the steps of a good sales capacity planning process and the major deliverables that come out of one.
Christi is the Head of Revenue Acceleration at SecZetta Inc. Previously, she helped stand up the sales enablement function at Chainalysis, a blockchain analysis company backed by Benchmark and Accel as well as led an enablement team of 6 at Ping Identity, an identity security provider. She believes in the power of story, and the...
Codifying Your Company’s Customer Success Playbooks
Kristi Faltorusso is currently the VP of Customer Success at ClientSuccess and has previously led the function at IntelliShift, BetterCloud, and Sisense. Her specialty is scaling customer success at hyper-growth companies on their way to $100M in ARR. In this playbook, she explains how CS teams can craft repeatable playbooks to handle common scenarios. She lays out four families of CS playbooks: risk, expansion, lifecycle, and objectives.
Conducting Product Discovery
Jim Morris is the founder of the Product Discovery Group, through which he coaches product teams on idea development, user research, and testing with rapid prototypes. In this guide he explains how to use product discovery to test for value, viability, feasibility, and usability continuously, to minimize waste of precious development resources.
Conducting Technical Discovery
Joe Casson is the Director of Solutions Engineering at Qualified.com and previously managed solutions engineering at Optimizely. In this guide, he explains that good technical discovery prevents customer dissatisfaction and services inefficiency once it comes time to implement customers. He outlines what to ask prospects and how to weave technical discovery into the sales process.
Crafting a Go-to-Market Story
Ken Rutsky helps B2B growth company executives in sales, marketing, and the C-Suite to breakthrough and achieve and grow market leadership in new and existing markets. Before he launched his consulting practice, he spent 20+ years in B2B marketing operational roles. In this guide, he explains why a “hero’s journey” type story is a powerful tool for tech companies to create urgency and gain market share, and how to create one.
Dan currently leads brand and product marketing at Privy, the #1 reviewed sales app in the Shopify App Store. He started his marketing career at HubSpot and was previously Director of Product Marketing at Drift, a conversational marketing platform, where he grew with the company from 45 to 400 employees. Across companies, he’s managed 70+...
David is a Principal at Peterson Partners. Previously, he was the Vice President of Marketing and Strategic Development at AutoQuotes, a SaaS Quote to Cash provider, as well as served as Vice President of New Markets at Light Wave Dental as a part of Alpine Investors’ CEO-in-Training program. Across roles, he’s helped integrate 10+ add-on...
Defining an Ideal Customer Profile
Kirby is the Chief Marketing Officer at Elevate Security, and has served as CMO at enterprise software and networking companies including Ionir, Illusive Networks, Bayshore Networks, and Limelight Networks. In this guide, he explains how to identify prospect characteristics that predict strong fit, to help sales and marketing automate prioritization.
Designing a Category
John is the VP of Marketing at BlockSpaces, a B2B integration platform, and the Founder and Category Design Consultant for B2B Tech at Flag and Frontier. He also co-hosts the #CategoryCreation series on the B2B Growth Show podcast. In this guide, he explains how to use category design to capitalize on unclaimed market territory and to help prospects evaluate your product using advantageous criteria.
Designing a Product-led Go-to-Market Strategy
Myk Pono is the Director of Product Management focused on Growth & Acquisition at Freedom Financial Network. For the past 12 years, he’s been a product-led growth and go-to-market strategy consultant, author, and advisor. In this guide, he explains what a product growth team is, and how to operationalize a product-led go-to-market strategy.
Designing an Outcome-based Hiring Process
Anthony Louis is Recruitment Lead at Beacon, a talent consultancy that helps growing organizations level up their internal hiring programs. In this guide he lays out a roadmap for an outcome-based hiring process, from writing a spec to identifying candidates to running an interview process to making the hire, all with better targeting and less bias.
Designing Trainings for Go-to-Market Team Members
Roz Greenfield has led sales enablement at Optimizely and Oracle and is now the Chief Enablement Officer at Level213, a boutique sales enablement consultancy. In this guide, she explains how to design trainings for sales and other go-to-market teams that zero on the content that sellers actually need to do their jobs, without wasting time on non-useful information.
Developing a Customer Onboarding Process
Donna Weber is a recognized Customer Success thought leader and strategist. She’s currently a consultant specializing in customer onboarding, implementation, enablement, and education for high-growth companies. She previously built out customer success and customer enablement organizations at SugarCRM and Jaspersoft. In this guide, she dispels the notion that onboarding is just implementation and shows how education, enablement, and support should be woven into onboarding to help new customers see value and succeed quickly.
Developing a Strong Demo Practice
Amyra Rand is the Senior Vice President of Sales at Zipline, and has previously held sales leadership roles at Zipflow, Criteria Corp, Kareo, HireRight, and Sage. In this guide, she discusses how she’s seen close rates improve 30% with a demo certification process, and lays out how teams can build strong demo practices at any deal size.
Donna Weber is a recognized Customer Success thought leader and strategist. She’s currently a consultant specializing in customer onboarding, implementation, enablement, and education for high-growth companies. Donna is also the author of the book “Onboarding Matters: How Successful Companies Transform New Customers Into Loyal Champions”. Her clients range from startups to well-established enterprise companies. Donna...
Driving Sales Velocity in Complex Enterprise Deals
Mark Vashon has led sales at major enterprise software providers including AgilOne, SuccessFactors and ServiceMax. In this guide, he describes how startups should navigate the varied stakeholders, established processes, and long sales cycle that comes with enterprise selling.
Ed is the Founder of Email Open Rate Optimization, a specialist consultancy that helps ensure high deliverability of marketing emails, cold emails, and transactional emails. He has more than 10 years of experience in email automation and deliverability, working with B2B and B2C companies, from early-stage startups to large corporations.
Elyse is the founder of OutreachCopy.com, an outbound copywriting agency that helps founders and full-cycle sales orgs tune their cold email messaging to generate more leads. She has over a decade of experience writing outreach, during which her agency partners have provided a platform to validate and test her ideas at scale across a multitude...
Email Marketing Strategy
Jeanne Jennings is a recognized industry expert and an email marketing consultant and trainer with 25+ years of experience working with both B2B and B2C clients ranging from early-stage startups to major corporations like Capital One and Verizon. In this guide she outlines relevant email regulations, best practices for segmentation and campaign management, and tips for driving conversion rates.
Emilia D’Anzica, MBA, PMP, is the founder of GrowthMolecules, a management consulting firm focused on custoEmilia D’Anzica, MBA, PMP, is the founder of GrowthMolecules, a management consulting firm focused on customer success and customer marketing. She was previously Chief Customer Officer at Copper and Vice President of Customer Engagement at WalkMe, leading customer success, support,...
Enabling Service / Consulting Partnerships
Zak Pines is VP of Partnerships at Formstack, a workplace productivity platform, where he’s built a team that manages hundreds of consulting and integration partners, responsible for 30% of the company’s new business. In this guide, he lays out the key components of partner enablement, and outlines how to create power-users and advocates at partner agencies and consultancies.
Establishing a Competitive Intelligence Program
Andrew McCotter-Bicknell is the Head of Competitive Intelligence at ClickUp and was previously the Head of Competitive Intelligence at ZoomInfo. In this guide, he explains how to research your competitive landscape and arm sales and marketing teams with powerful competitive intelligence.
Greg is CMO and a Partner at Cypress North, a digital marketing agency, where he specializes in B2B marketing, including paid search, organic search and content, and social media marketing. He’s a contributor to Search Engine Journal, former contributing editor for Search Engine Land, and has been a featured speaker at some of the largest...
Greg is the creator and host of the Monetize your Payments podcast and the Leaders in Payments Podcast. He is also the Founder of Actio Insights, a payments marketing strategy firm. Greg was previously CEO of PaymentFacilitator.com, a media platform dedicated to the payment facilitator ecosystem, and held marketing leadership roles at First Data and...
Heidi is the Director of Demand Generation at Resolver. She previously led the team for account-based marketing (ABM), campaigns, and events at Security Compass, a SaaS cybersecurity company as well as built the ABM function at Uberflip, a content experience platform. Heidi has run strategic, one-to-one “bespoke” ABM programs on lists as small as 5...
Hiring a Product Marketer
Ryan Goldman is the Global VP of Marketing at Moloco, and has led marketing or product marketing at Soundcloud, Pendo, Sentry, SignalFx, and Cloudera, and over the course of his career, he's managed or hired 15+ B2B product marketers. In this guide, he explains how to find a product marketer who can serve as a bridge between the product, the sales org, and the market.
Identifying and Multiplying Your Best Customers with Customer Segmentation
Tamara Grominsky is the Chief Strategy Officer at Unbounce, and has previously led product marketing at other SMB-focused companies including FreshBooks and Yellow Pages. In this guide, she explains why customer segmentation is a powerful tool for improving conversion, acquisition cost, churn, and lifetime value. She outlines how to take on a segmentation project - from analysis to product packaging.
Jen Flanagan is the Director of Sales Operations at Ordergroove, and has built or advised on dozens of Salesforce instances. In this guide, she explains what Salesforce can do natively, with integrations, and with customization and outlines, how Salesforce objects work and how to think about the right setup for your business.
Improving Your Company's Online Brand
Ryan Erskine is a Brand Strategist with experience at the intersection of digital marketing, brand development, online reputation, and SEO. In this guide, he hones in on two main ways companies can improve their online brand: through better presence on review sites, and through better-branded search results. For both areas, he explains how companies can make sure positive results are the most visible.
Increasing Prices Intelligently
Mark Stiving is Chief Pricing Educator at Impact Pricing, an advisory firm specializing in value-based pricing for B2B technology companies. In this guide, he describes how to manage a price increase (which probably shouldn’t be an across-the-board increase) including deciding how much more to charge, which customers should see a price increase, and how to manage the roll-out.
Integrating an Add-on Acquisition
David is a Principal at Peterson Partners. Previously, he was the Vice President of Marketing and Strategic Development at AutoQuotes, a SaaS Quote to Cash provider, as well as served as Vice President of New Markets at Light Wave Dental as a part of Alpine Investors’ CEO-in-Training program. Across roles, he’s helped integrate 10+ add-on acquisitions. Earlier in his career, David also worked at Yale University and the Boston Consulting Group, and he earned an MBA at Stanford Graduate School of Business.
Jason is the Founder and Chief Prospecting Officer of Blissful Prospecting, an agency that provides systems and coaching for outbound sales teams. He’s worked with B2B companies with 12 to 5,000+ employees, and specializes in helping SDRs and AEs breakthrough to decision-makers, nail messaging, and build a consistent scalable pipeline. Jason has previously held sales...
Jeanne Jennings is a recognized industry expert and an email marketing consultant and trainer with 25+ years of experience working with both B2B and B2C clients ranging from early-stage startups to major corporations like Capital One and Verizon. She blogs about email marketing on the Email Optimization Shop website, is general manager of Only Influencers,...
Jen Flanagan is Director of Sales Operations at Ordergroove, a relationship commerce software company. She previously managed Salesforce for Bank of America Merchant Services as a VP of Business Information and at Yodle, an online marketing platform, where she was Operations Director. Jen has experience building Salesforce instances around sales, marketing, and service team processes,...
Jim is a coach for Product Management leaders and teams in early stage startups, tech companies and Fortune 100 corporations. He helps companies achieve product-market fit and accelerate growth. Previously, he co-founded PowerReviews which grew to 1,200+ clients and sold for $168 million. He product-managed and architected one of the first ecommerce systems at Fogdog.com which...
Joe is the Director of Solutions Engineering at Qualified.com, a conversational marketing tool that integrates with Salesforce. He previously managed solutions engineering at Optimizely, where he built and led a team of 6 solutions engineers.
John is the VP of Marketing at BlockSpaces, a B2B integration platform, and the Founder and Category Design Consultant for B2B Tech at Flag and Frontier. He also co-hosts the #CategoryCreation series on the B2B Growth Show podcast, through which he’s drawn insights from category designers at Hubspot, Salesforce, and Drift. Previously, he served as...
Ken Rutsky helps B2B growth company executives in sales, marketing, and the C-Suite to breakthrough and achieve and grow market leadership in new and existing markets. Before he launched his consulting practice, KJR Associates, Ken spent 20+ years in B2B marketing operational roles; launching the Intel Inside broadcast co-op program and the Internet’s first affiliate...
Kirby is the Chief Marketing Officer at Elevate Security, and previously served as a marketing advisor, fractional CMO, and Adjunct Professor of Marketing at Babson College. He’s also acted as CMO at enterprise software and networking companies including Illusive Networks, a cybersecurity provider, Bayshore Networks, an ICS security platform, and Limelight Networks, a digital content...
Kristi is currently the VP of Customer Success at ClientSuccess, a customer success platform that helps SaaS companies manage customers and reduce churn. She specializes in building out customer success at hyper-growth companies on their way to $100M in ARR, and has built teams with as few as 3 and as many as 36 CSMs....
Lianne specializes in sales, G&A and executive recruiting, and she’s currently leading a team of Recruiters at Gong. She previously served as the pioneer recruiter (recruiter #1 or 2) at high-growth B2B tech companies including Pluralsight, Zscaler, Anaplan, and SuccessFactors. In over a decade of sales recruiting across companies, Lianne has hired hundreds of sales...
LinkedIn Advertising and Prospecting
Anthony Blatner is the founder and Chief Advertising Officer of Speedwork Social, an agency specializing in B2B LinkedIn advertising. In this guide, he advises on when to use LinkedIn advertising, when to use Sales Navigator prospecting, and how to make marketing dollars go the furthest given the expense of LinkedIn as a channel.