In this podcast episode, I speak to Bhavik Vashi, We go way back, we used to work together! I thought he'd be a great guest to bring on - Currently Managing Director for Carta in APAC - the focus for this week is to hear from a Next Generation Sales leader about what makes a difference and how Finance teams can support the mission.

Carta is an impressive B2B software company. They are commonly known as a cap table or an equity management company.

Bhavik discusses his journey from his start at KPMG in accounting to his current role as a Sales leader and General Manager.

He shares insights on what makes him successful - such as leadership cadence, major meetings and metrics that help him stay on top of the business. 

Bhavik also emphasizes the importance of a strong finance business partner who understands the context of the business and empowers the sales leader to make informed decisions. 

We dive into essential tech tools for sales leaders. 

Bhavik discusses the importance of an “abstraction layer” - most people might call that "The Spreadsheet", the place where you bring together data from multiple systems, and connect both operational and financial data. 

Bhavik is a rising star - Carta is an impressive company and this episode does not disappoint.

Enjoy.

Chapters

Introduction and Background

What Inspires and Motivates

Surprising Personal Interest

Transition from Accounting to Sales

Role of a Managing Director

Key Meetings and Ceremonies

Key Metrics and Sales Forecasting

Reporting and Accountability

Ideal Finance Business Partner

Essential Tech for Sales Leaders

The Abstraction Layer

The Need for Real-Time Decision Making

Limitations of CRM Systems

The Role of Enterprise Performance Management Tools

Other Essential Tools: Slack and Zoom

Favorite Catchphrase and Chart

Favorite Place to Get Work Done

Living the Dream

Topics to Learn More About

The Need for an Abstraction Layer

The Search for a Middle Ground

The Frustration with Excel

How to Connect with Bhavik

Useful links

Host: https://www.linkedin.com/in/siritchie/

Sponsor: https://www.blox.so/

Sponsor Linkedin: https://www.linkedin.com/company/blox-plan

Guest: https://www.linkedin.com/in/bhavikvashi/