The Closers: Modern Revenue Accounting Podcast

Listen, Learn, Lead: Mastering the Dynamics of Business Relationships


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This episode features an interview with Jaime Dreikosen, CAO, Icertis.

In this episode, Jamie talks about the importance of effective communication and strategic messaging within business partnerships. Em and Jamie delve into the crucial role of empathy in fostering successful business relationships, challenging stereotypes about its perceived absence in the workplace.

Em’s Takeaways:

  • Effective Communication and Strategic Messaging: The importance of clear communication and strategic messaging in business partnerships was underscored, emphasizing the need to articulate technology initiatives in a way that aligns with broader business objectives, particularly when seeking buy-in from CFOs or securing investment.
  • Active Listening and Relationship Building: The significance of active listening was highlighted as a means to not only build relationships and gain trust but also to extract valuable insights. The takeaway emphasized the critical role of understanding the CFO's perspective and tying messages to specific business outcomes to demonstrate the direct value of technology initiatives.
  • Balancing Compliance and Business Assistance: A key insight revolved around finding a nuanced balance between compliance and aiding the business. The speaker suggested acknowledging the gray area in business partnerships, especially in roles like being a business partner, where flexibility and adaptability in navigating the complexities of controls and support are essential.

Timestamps:  

*(01:04) - Off the Ledger

*(07:36) - General Ledger

*(32:42) - The Future of Revenue Accounting

Links:

  • Connect with Em Daigle on LinkedIn
  • Connect with Jaime on LinkedIn
  • Learn more about Icertis
  • Learn more about Zuora

Sponsor:  

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.

Learn more, register, or watch on-demand here.

 

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

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The Closers: Modern Revenue Accounting PodcastBy Zuora