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

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This is a podcast episode titled, Connecting Customer Success and Finance in B2B SaaS | Carl Yost, Black Diamond Advisory. The summary for this episode is: <p>Jay and Jeff bring on <a href="https://www.linkedin.com/in/yostcarl/">Carl Yost</a> of <a href="https://www.linkedin.com/company/black-diamond-advisory/">Black Diamond Advisory</a> to talk about the Importance of customer success and finance building a relationship.&nbsp;<br><br></p><ul><li>Forecasting models have become daily exercises that help finance teams operate the business</li><li>Customer success should be creating a 'pacing-model' that can layout assumptions and adjust as time goes - this can be beneficial to finance teams</li><li>Revenue operations Is becoming a larger-trend In organizations -- retail operations has taken a similar approach to coordinate data and action within one organization</li><li>Finance organizations have transitioned from an abundance model Into an operational model</li></ul><p><br></p><p>--<br>This podcast is brought to you by Jay Nathan and Jeff Breunsbach of Customer Imperative, where we help B2B SaaS organizations build growth &amp; retention strategies. Learn more at <a href="https://customerimperative.com/">https://customerimperative.com/</a><br><br>Jay Nathan: <a href="https://www.linkedin.com/in/jaynathan/">https://www.linkedin.com/in/jaynathan/</a><br>Jeff Breunsbach: <a href="https://www.linkedin.com/in/jeffreybreunsbach">https://www.linkedin.com/in/jeffreybreunsbach</a></p>

DESCRIPTION

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