พอดคาสท์ Revamp ชั้นนำ (2024)

1
Inese Pumpure | RevOps | Navigating the Complexities of Modern Revenue Operations 26:47

6d ago26:47

26:47

In this episode of the RevAmp podcast, host Mark Lerner sits down with Inese Pumpure, Senior Director of Revenue Operations at Visiting Media. They discuss the challenges and trends in revenue operations, including the consolidation of tech stacks and the importance of standardization and approval processes. Inese shares her background in marketing…

1
Episode 64: Brian Graff 37:24

6d ago37:24

37:24

Brian Graff, the CEO of the American Retirement Association, unpacks the new fiduciary rule and the implications of the expiring Tax Cut and Jobs Act. Hear how these changes can affect retirement planning on episode 64 of Revamping Retirement with hosts Jennifer Doss and Peter Ruffel.

1
James Eaton | Sales Leader | Adapting to Changing Market Conditions as a Sales Leader 30:45

8d ago30:45

30:45

In this episode of the RevAmp podcast, host Mark Lerner interviews James Eaton, VP of Sales at Dozuki, a SaaS platform for digital training in the manufacturing market. They discuss sales leadership and the challenges of the current business environment. James shares his experience with series A turnarounds and how he has had to adapt his playbook …

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James Hunsberger | RevOps | Being Adaptable While Preparing an Organization for Growth 29:41

20d ago29:41

29:41

In this episode of the RevAmp podcast, Mark Lerner interviews James Hunsberger, Head of Sales Systems Technology at Miro. They discuss the importance of contributing to online communities, the value of being agile and adaptable in a changing market, and how to make yourself more valuable in the face of AI advancements. James shares insights on comm…

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Jacki Leahy | Reops | The Human Reason Behind Low Adoption & How to Fix it 33:26

27d ago33:26

33:26

In this episode of the RevAmp podcast, Mark Lerner interviews Jackie Leahy, a former kindergarten teacher turned #RevOps professional and founder of a fractional RevOps consortium. They discuss the challenges of internal adoption and how to overcome them. Jackie emphasizes the importance of understanding the human dynamics and communication styles …

1
Jen Igartua | RevOps | Scaling for Success: Navigating the New Normal in RevOps 35:47

1M ago35:47

35:47

Join Mark and special guest Jen Igartua, CEO of Go Nimbly, as they explore the pivotal changes and challenges faced by RevOps leaders in today's dynamic business environment. In this episode, Jen shares her extensive experience, from her early days at Bluewolf to leading the first RevOps consultancy, Go Nimbly. Mark and Jen discuss the impact of ma…

1
Hannah Hanrahan | RevOps | Scalability Through Standardization in Revenue Operations 31:49

1M ago31:49

31:49

In this episode of the RevAmp Podcast, Mark Lerner interviews Hannah Hanrahan, the leader of #RevenueOperations at Atrius. Hannah discusses her background in operations and how she transitioned into revenue operations. She explains that revenue operations focus on streamlining the customer journey and supporting the backstage operations of people, …

1
Episode 63: Morningstar's Mike Allen on AI 47:10

1M ago47:10

47:10

This month’s episode features an in-depth discussion on artificial intelligence (AI) between Dawn McPherson, Matt Patrick, and Mike Allen, Morningstar's Head of Technology for Workplace Solutions. They explore AI's evolving role in retirement planning, discussing its potential for personalized participant experiences, and operational efficiencies. …

1
Shivam Shah | RevOps | Adaptability & RevOps: Navigating Challenges & Finding Opportunities 28:02

2M ago28:02

28:02

In this episode of the RevAmp podcast, Mark Lerner interviews Shivam Shah, Director of #RevenueOperations at Postscript, about adaptability and revenue operations. They discuss the challenges of shifting from a growth-at-all-costs mindset to scalable growth, the importance of saying no and setting expectations, reevaluating ideal customer profiles,…

1
Amie Weizer | RevOps | The Frameworks for Scalable RevOps 33:46

2M ago33:46

33:46

In this episode of the RevAmp podcast, Mark Lerner interviews Amie Weizer, the Director of Operational Excellence at LMS365. They discuss topics related to scalability and frameworks for growth. ** Amie shares her background and journey, starting in sales and then moving into account management and customer-facing roles. She emphasizes the importan…

1
Jeremey Donovan | RevOps | Optimizing RevOps for Efficient, Scalable Growth 29:52

2M ago29:52

29:52

On this episode of the RevAmp pocast, Jeremy Donovan, EVP of RevOps and Strategy at Insight Partners, discusses the future of #revops and the changes he has observed in the industry. Jeremey notes that revenue operations has expanded beyond #salesoperations and is now incorporating customer success operations as well. However, truly consolidated re…

1
Brian Tully | Sales Leader | Scaling Through Transformative Sales Leadership 26:36

2M ago26:36

26:36

In this episode of the RevAmp podcast, host Mark Lerner interviews Brian Tully, the Head of Americas for #Sales at LiveU. Brian discusses his background in investment banking and entrepreneurship, as well as his experience in helping startups grow and make transformative decisions. The conversation focuses on the challenges and opportunities of ada…

1
Sandy Robinson | RevOps | Unifying to Scale: Methodologies, Processes, and Technologies 27:32

2M ago27:32

27:32

In this episode, Mark Lerner interviews Sandy Robinson, the Senior Vice President of #RevenueOperations and Enablement at Patra. They discuss the importance of methodologies, processes, and technologies in scaling a company. Sandy emphasizes the need for alignment and integration of methodologies into the customer buying journey, as well as the imp…

1
Fiduciary Liability with Dan Aronowitz 44:54

2M ago44:54

44:54

In the latest episode of Revamping Retirement, Dawn McPherson and Jennifer Doss talk with Dan Aronowitz, president of Encore Fiduciary. The three dive into litigation trends, particularly in navigating the complexities of fiduciary liability and underwriting. Highlights include: An overview of recent trends in retirement plan litigation, emphasizin…

1
Matt Hadreas | RevOps | The Agile Approach to Revenue Operations 35:18

3M ago35:18

35:18

In this episode of the RevAmp podcast, host Mark Lerner interviews the Director of RevOps at SupportLogic, Matt Hadreas, about #RevenueOperations and the #agile approach to it. Matt shares his background and how he got into revenue operations, emphasizing the importance of data and technology in speeding up sales processes. He also discusses the ne…

1
Josh Pudnos | RevOps | Lessons From Building a Revenue Operations Function from Scratch 33:15

3M ago33:15

33:15

In this episode of the RevAmp podcast, host Mark Lerner interviews Josh Pudnos, the VP of Revenue Operations at Exiger. Josh discusses his experience building a #revops function from scratch and shares insights and advice for others in similar roles. He emphasizes the importance of having a clear mission statement and vision, as well as consistentl…

1
Colin Specter | Sales Leader | Balancing Functionality and the Human Touch in Sales 27:06

3M ago27:06

27:06

In this episode of the RevAmp Podcast, Mark Lerner interviews Colin Specter, the VP of Sales for Orum, a live conversation platform for salespeople. They discuss the recent sales kickoff that Orum conducted and the challenges and observations in the sales industry due to the COVID-19 pandemic and the emergence of AI technology. Colin emphasizes the…

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Patrick Franciotti | RevOps | Adapt, Enable, Excel: Usability-Centric RevOps for Dynamic Sales Teams 29:16

3M ago29:16

29:16

In this episode of the RevAmp podcast, host Mark Lerner interviews Patrick Franciotti, Director of #revops at Ontra, a legal technology company. Patrick discusses his role in building out the company's operations team and implementing a tech stack to support their go-to-market strategy. He also talks about the challenges and opportunities presented…

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Caregivers and Retirement Readiness with Greenwald Research 27:48

3M ago27:48

27:48

This month on Revamping Retirement, Dawn McPherson and Matt Patrick talk with Lisa Greenwald, CEO of Greenwald Research. The three discuss the impact of caregiving responsibilities on retirement readiness. Lisa highlights that caregivers face unique challenges that often aren't addressed by employers and benefits providers, such as reduced work hou…

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Danielle Marquis | RevOps | Agility as a Core Pillar of RevOps 32:52

3M ago32:52

32:52

In this episode of the RevAmp podcast, Mark Lerner interviews Danielle Marquis, the VP of Revenue Operations at Zappi. Danielle shares her background and experience in revenue operations, discussing the challenges and strategies she has navigated throughout her career. They also discuss the impact of rapid changes in the business landscape, such as…

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Pete Kazanjy | Sales Leader | Agile Leadership: Navigating Sales Teams Through Dynamic Markets 36:44

4M ago36:44

36:44

In this episode of the RevAmp podcast, host Mark Lerner interviews Pete Kazanjy, one of the founders of Atrium, a sales performance management software company. Pete discusses his background in sales and his experiences in the industry. He emphasizes the importance of modern sales, which involves using technology and data-driven management to impro…

1
Matt Volm | RevOps | The Role of Functionality in Optimizing RevOps 33:08

4M ago33:08

33:08

Join Mark as he and special guest Matt Volm (Co-founder and CEO of RevOps Co-op) delve into his fascinating journey from VP of Business Operations to leading a global community of over 12,000 Rev Ops professionals. Discover the origins and evolution of RevOps Co-op and get exclusive details about their much-anticipated conference, Rev Ops AF, set i…

1
Malcolm Smith | Functional Leadership: Building High-Performing Sales Teams 34:33

4M ago34:33

34:33

In this episode of the RevAmp podcast, host Mark Lerner interviews Malcolm Smith, the head of Global Business Development for Centrical. They discuss the challenges leaders face in high-performing sales organizations, particularly in times of uncertainty and change. Malcolm shares his insights on the importance of process and expectations in managi…

1
Sean Lane | RevOps | How to Think About Scalability in a Time of Constant Change 34:25

4M ago34:25

34:25

In this episode of the RevAmp Podcast, host Mark Lerner interviews Sean Lane, a founding partner at Minot Light Consulting, about operations and go-to-market execution. Sean discusses his background in #revops and the importance of having a strong ops team in navigating challenging market conditions. He emphasizes the need for flexibility and adapt…

1
God's Year 8:03

4M ago8:03

8:03

On 2024 and listening to the vision given by the Visionary... --- Support this podcast: https://podcasters.spotify.com/pod/show/freedom-revamped/support

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Natalie Furness | RevOps | The Importance of User-Friendly Systems in RevOps 31:45

4M ago31:45

31:45

In this episode of Revamp, host Mark Lerner interviews Natalie Furness, founder and CEO of Rev Ops Automated. They discuss the importance of focusing on revenue operations and the need for businesses to prioritize efficiency and effectiveness in their processes. They also explore the challenges of creating user-friendly tools and the importance of …

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Chris Nethercote | Sales Leaders | Streamlining Processes for Sales Success 33:22

4M ago33:22

33:22

In this episode of Revamp: Sales Leaders, host Mark Lerner interviews Chris Nethercote, Head of Sales at metadata.io. Chris shares his journey from starting in sales to reaching his current leadership role. He emphasizes the importance of operating like consultants rather than salespeople and understanding the customer's problems. Chris also discus…

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Plan Sponsor Predictions for 2024 20:18

4M ago20:18

20:18

This month on Revamping Retirement, Jennifer Doss introduced new co-hosts Matt Patrick, Audrey Wheat, and Pete Ruffel. The four share their predictions for the year ahead as it relates to plan sponsors and the defined contribution space. Predictions include: Recordkeeper consolidation Expanded QDIA solutions An increase in regulation from the Depar…

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Nicholas Gollop | The Importance of Data Integrity in RevOps 28:26

5M ago28:26

28:26

In this episode of the Revamp podcast, host Mark Lerner interviews Nicholas Gollop, a RevOps and Go-to-Market strategy advisor for SaaS B2B tech companies. Nick shares his insights and experiences in the field of RevOps and emphasizes the importance of understanding the role and value of RevOps beyond being a system administrator. He discusses the …

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Danae Ruiz | Building Alignment and Resilience in Revenue Operations 35:02

5M ago35:02

35:02

In this episode of the RevAmp podcast, host Mark Lerner interviews Danae Ruiz, a Revenue Operations strategist at New Breed. Dene shares her background and how she got into her current role. She discusses her experience with HubSpot certifications and how she discovered her passion for revenue operations (RevOps). Dene also talks about her speaking…

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Auto-Portability with Neal Ringquist 22:49

6M ago22:49

22:49

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor. These benefits include: Stream…

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Niko Lafakis | Exploring AI in RevOps: From Parlor Tricks to Real Application 43:54

6M ago43:54

43:54

In this episode of the Revamp podcast, host Mark Lerner interviews Nico Lafakis, RevOps Strategist at New Breed, about the use of AI in RevOps. Nico’s background in graphic design and CRM work gives him a unique perspective on the topic. They discuss the history of AI, from Siri to Amazon Alexa, and how it has evolved over time. Nico explains how A…

1
Jeff Ignacio | The RevOps Evolution: Past, Present, and Future 29:05

6M ago29:05

29:05

In this episode of the RevAmp podcast, host Mark Lerner welcomes Jeff Ignacio, a seasoned expert in Growth and Revenue Operations at Regrow Ag, to discuss how the field of revenue operations has evolved and its future in the B2B SaaS industry. Jeff, with a rich background in RevOps spanning a decade, delves into how his journey began and his curren…

1
Anthony Enrico | RevOps Journey: From Startup to Exit and Beyond 28:09

6M ago28:09

28:09

In our latest podcast episode, host Mark Lerner sits down with Anthony Enrico, the visionary co-founder of LeanScale, a company revolutionizing Rev Ops as a service. Anthony delves into his rich experience in B2B technology and the dynamic world of revenue operations, drawing from his journey with a fast-growing firm that achieved successful acquis…

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Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee 33:30

6M ago33:30

33:30

This month, CAPTRUST’s Jennifer Doss and Matt Patrick are joined by Dr. Nari Rhee, director of the Retirement Security Program at the UC Berkeley Labor Center. In this conversation, which focuses on labor and retirement issues, Dr. Rhee emphasizes the challenges faced by low and middle-income workers in the U.S. retirement system, particularly in t…

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Stuart Balcombe | Customer Journey Consolidation and HubSpot Trends 31:22

7M ago31:22

31:22

In this episode, Mark Lerner interviews Stuart Balcombe, who leads growth at Arrows, a HubSpot App partner. They discuss trends in the HubSpot ecosystem and how companies are increasingly focused on consolidating their tech stack to provide a more connected customer journey. Stuart highlights the importance of the RevOps role in achieving business …

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Christopher Barnett | RevOps Revolution: AI, Strategy, and the Future of Growth 33:15

7M ago33:15

33:15

In this episode, Christopher Barnett, founder of WORQFLOW and a HubSpot Solutions partner, discusses the evolving role of RevOps within the HubSpot ecosystem. Chris and Mark explore the growing complexity of customer use cases and how HubSpot is adapting to meet these challenges. The conversation then moves on to discussing the influence of AI on R…

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Lucas Munisteri | Navigating the AI Frontier: Data, Ethics, and Business Transformation 22:08

7M ago22:08

22:08

Lucas Munisteri is the CEO of Theia Strategies. Amidst the lively setting of the INBOUND 2023 conference, DealHub's Mark Lerner got to know Lucas, hearing about the transformative journey of Lucas's agency over half a decade. Their conversation shed light on the myriad challenges and shifts businesses faced, especially during the COVID-19 pandemic.…

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Cameron Collins | Pioneering change: HubSpot's rise, RevOps strategy, and AI integration 29:24

7M ago29:24

29:24

Cameron Collins is the Revenue Operations Strategist at RevPartners and a dynamo in the RevOps arena. DealHub's Mark Lerner had a chat with Cameron, with the vibrant backdrop of the HubSpot Inbound conference. Their exchange highlighted the transformative role of RevOps in today's business ecosystem. Self-described as a "hydraulic press," Cameron p…

1
Student Loans with Candidly 23:42

8M ago23:42

23:42

In this month’s episode of Revamping Retirement, Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly. Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more. This episode covers the restart of student loan payments, SECURE 2.0 and its impac…

1
Emerson McCuin | Building RevOps success through processes and AI 17:08

8M ago17:08

17:08

Emerson McCuin is the Head of RevOps at Haas Alert. DealHub's Mark Lerner had the opportunity to sit down and chat with him on the sidelines of the HubSpot Inbound conference. Emerson's journey to RevOps is not your ordinary one - he started in social work, moved to sales, and, in the process learned to build a "Shadow" CRM to better align it with …

1
Holistic Financial Wellness with Kimley-Horn 25:32

8M ago25:32

25:32

In this month’s episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company's financial wellness initiatives, including benefits and retirement plans. Kimley-Horn places a strong emphasis on financial wellness, especially for its younger employees, providing educational …

1
Participant First With SUNY 32:06

9M ago32:06

32:06

In episode 55 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs. Michael emphasizes the importance of adopting a participant-ce…

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Mid-Year Check-In and Market Update 29:25

10M ago29:25

29:25

This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST’s Kevin Fieldman, director of investment research. Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future. Later, Mike Web…

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Episode 4: Revamp Podcast #04 - The Impact of AI in the Education (EN) 6:08

11M ago6:08

6:08

In this week's episode, we will explore the impacts that generative AI is already generating in education and individual development, not only in classrooms but also in organizations. Link to schedule a conversation with Yera (mentioned at the end of the episode): https://calendly.com/eduardo-yera/30min…

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Episode 4: Revamp Podcast #04 - O Impacto da IA na Educacao (PT-BR) 6:08

11M ago6:08

6:08

No episódio desta semana, vamos explorar os impactos que a IA generativa já está gerando na educação e desenvolvimento do indivíduo, não somente nas salas de aula, mas também nas organizações. Link para agendar uma conversa com a Yera (mencionado no final do episódio): https://calendly.com/eduardo-yera/30min…

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Episode 3: Revamp Podcast #03 - Optimising your Pitch with AI (EN) 5:12

11M ago5:12

5:12

In this episode, we will present 4 insights on how to use AI tools to optimize and personalize your pitch deck, as well as increase engagement and success rate for your fundraising. In the episode, it's mentioned about AI tools for creating slides, and here are the links: (1) https://gamma.app/ (2) https://www.storydoc.com/pitch-deck-creator…

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Episode 3: Revamp Podcast #03 - Otimizando o seu Pitch com IA (PT-BR) 5:04

11M ago5:04

5:04

Neste episódio, vamos apresentar 4 insights sobre como utilizar ferramentas de IA para otimizar e personalizar o seu pitch deck, além de aumentar o engajamento e índice de sucesso para o seu fundraising. No episódio, eu comento também sobre ferramentas de IA para criar slides, e aqui seguem os links: (1) https://gamma.app/ (2) https://www.storydoc.…

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Episode #37 - ACHIEVING YOUR SELF-CONFIDENCE 16:39

11M ago16:39

16:39

To believe in yourself is a challenge, and so is having self-confidence, but when we break this down to monthly baby steps, you'll experience a transformation in your mindset. I'm breaking it all down for you so that in six months, you'll be more self-confident and proud of yourself.

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“How America Saves,” with Vanguard 33:20

11M ago33:20

33:20

This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stinnett breaks down the 22nd annual “How America Saves” report, which covers trends in retirement plan design and participant behavior, including the use of financial advice programs, savings rates, and more. Later, …

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