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4 Traits of a Highly Effective Finance-Sales Partnership

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There are few cross-functional relationships in a business more important than the one between finance and sales ops. According to former Zendesk CFO Alan Black, so much of finance’s role revolves around removing “barriers to closing business as much as [possible] to ultimately help sales get deals across the line while protecting the business model.” 

But how do you make sure that relationship is as strong as possible? Join Meir Rotenberg, Director of Finance at Spiff, Bryan Schmitz, Director of Revenue Operations at LogDNA, and Joe Garafalo, Co-Founder & COO at Mosaic as they discuss strategies for building an effective finance and sales partnership.

Watch this webinar to learn how to: 

  • Create a self-service culture with tech and processes
  • Build a shared language to understand the business
  • Track the right metrics to align sales goals with overall business goals
  • Find ways to stay focused on strategic efforts rather than getting stuck in reporting
4 Traits of a Highly Effective Finance-Sales Partnership

Speaker Panel

Bryan Schmitz

Bryan Schmitz

Director of Revenue Operations

Bryan is a seasoned revenue leader who specializes in helping companies strategize, execute deals, and develop revenue operation processes that scale. He’s currently the Director of Revenue Operations at LogDNA, an award-winning centralized log management solution.

4 Traits of a Highly Effective Finance-Sales Partnership

Meir Rotenberg

Director of Finance

Meir is a highly experienced finance and operations executive with a deep focus on SaaS companies, especially leading startups to success. He is currently leading Finance and Accounting for Spiff, the leader in sales commission software.

Joe Garafalo

Joe Garafalo

Co-Founder & COO

Joe is Co-Founder and COO of Mosaic, a software startup building the first Strategic Finance Platform. Joe began his career in the Big 4 with KPMG and went on to hold multiple leadership positions in finance at Palantir, Axoni, and Barkbox before founding Mosaic.