Gain Grow Retain

Connecting Customer Success and Finance in B2B SaaS | Carl Yost, Black Diamond Advisory

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Jay and Jeff bring on Carl Yost of Black Diamond Advisory to talk about the Importance of customer success and finance building a relationship.


  • Forecasting models have become daily exercises that help finance teams operate the business
  • Customer success should be creating a 'pacing-model' that can layout assumptions and adjust as time goes - this can be beneficial to finance teams
  • Revenue operations Is becoming a larger-trend In organizations -- retail operations has taken a similar approach to coordinate data and action within one organization
  • Finance organizations have transitioned from an abundance model Into an operational model


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    This podcast is brought to you by Jay Nathan and Jeff Breunsbach of Customer Imperative, where we help B2B SaaS organizations build growth & retention strategies. Learn more at https://customerimperative.com/

    Jay Nathan: https://www.linkedin.com/in/jaynathan/
    Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach

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    Gain Grow RetainBy Gain Grow Retain
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