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Standing Up Revenue Operations for a Multi-Billion Dollar Business
This episode features an interview with Jackie Meer, VP of Revenue Operations at Genesys.
In this episode, Jackie shares with us her Rubik’s Cube approach to solving problems, how Genesys is utilizing automation, robotics and AI to transform their end-to-end process, and why it’s important to be an empathetic leader and bring your employees along for the ride.
Em’s Key takeaways:
- Embracing “Opportunity to Renewal”: The amount of data upstream isn’t always captured through “Quote to Revenue”; it really is a holistic process. Making sure that we’re capturing all the data and that we have higher retention rates and lower churn rates.
- Leveraging AI puts us ahead of the curve: We need to all be thinking about how we can utilize AI for all kinds of use cases to make us more effective accounting professionals and leaders.
- Leading a team with empathy instead of fear: We’re all moving so quickly, but providing our teams with even a little bit of context will ultimately lead to something better in the future for everyone.
- Overcoming complacency through dynamic leadership Building out successful accounting teams starts with shaking things up, having an empathetic leadership approach, providing context into the “why” of what we’re doing, and bringing your people along for the ride.
- Empowering cross-functional teams through divide and conquer: When it comes to initiatives, we as leaders feel like we need to be a part of every decision, every meeting, and that doesn’t need to be the case if we trust cross-functional teams and leaders to do their part to make things happen.
Segment Timestamps:
*(01:36) - Off the Ledger
*(15:05) - General Ledger
*(27:17) - The Future of Revenue Accounting
Links:
- Connect with Em Daigle on LinkedIn
- Connect with Jackie Meer on LinkedIn
- Learn more about Genesys
- 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.
When: September 12 2023 at 09:00 AM – 11:00 AM PDT
Where: Learn more, register, or watch on-demand here.
Check out additional resources for this episode:
>> Connect with Em Daigle on LinkedIn
View all episodes
By ZuoraThis episode features an interview with Jackie Meer, VP of Revenue Operations at Genesys.
In this episode, Jackie shares with us her Rubik’s Cube approach to solving problems, how Genesys is utilizing automation, robotics and AI to transform their end-to-end process, and why it’s important to be an empathetic leader and bring your employees along for the ride.
Em’s Key takeaways:
- Embracing “Opportunity to Renewal”: The amount of data upstream isn’t always captured through “Quote to Revenue”; it really is a holistic process. Making sure that we’re capturing all the data and that we have higher retention rates and lower churn rates.
- Leveraging AI puts us ahead of the curve: We need to all be thinking about how we can utilize AI for all kinds of use cases to make us more effective accounting professionals and leaders.
- Leading a team with empathy instead of fear: We’re all moving so quickly, but providing our teams with even a little bit of context will ultimately lead to something better in the future for everyone.
- Overcoming complacency through dynamic leadership Building out successful accounting teams starts with shaking things up, having an empathetic leadership approach, providing context into the “why” of what we’re doing, and bringing your people along for the ride.
- Empowering cross-functional teams through divide and conquer: When it comes to initiatives, we as leaders feel like we need to be a part of every decision, every meeting, and that doesn’t need to be the case if we trust cross-functional teams and leaders to do their part to make things happen.
Segment Timestamps:
*(01:36) - Off the Ledger
*(15:05) - General Ledger
*(27:17) - The Future of Revenue Accounting
Links:
- Connect with Em Daigle on LinkedIn
- Connect with Jackie Meer on LinkedIn
- Learn more about Genesys
- 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.
When: September 12 2023 at 09:00 AM – 11:00 AM PDT
Where: Learn more, register, or watch on-demand here.
Check out additional resources for this episode:
>> Connect with Em Daigle on LinkedIn