Uncharted Podcast

This week's episode is brought to you by Cosell.io/scale where winning revenue teams are leveraging warm introductions to connect with their prospective buyers as well as Scratchpad.com, a favorite sales solution that allows you to do more selling and less salesforce clicking.  In todays episode, Robby and Poya sit down with David Appel.  David Appel is the Head of Software & SaaS at Sage Intacct, and is passionate about creating great B2B SAAS companies.  Prior to Sage Intacct, David served as the Head of Direct Sales at Bill.com, where he grew business by 85% and tripled the tea...

This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).

Wesley Thibault is the Director of Mechanical Engineering at Romeo Power where he started as the founding engineer in 2016. Prior to that, he was a manufacturing engineer at Rolls-Royce. Wes is a graduate of University of California, Santa Barbara where he got both his bachelors and master's degree. 

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This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/scale)

Lloyed is the co-founder and president of Boast.AI, a company that is working to streamline and automate access to billions in R&D credits and innovation incentives so companies can fuel their growth while preserving equity and avoiding red-tape. Armed with $123M USD in funding, Boast.AI is on a mission to help innovative companies become successful.<...

This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).

As a B2B entrepreneur, Jen Abel Founded and scaled JJELLYFISH. Abel is recognised for her skill in designing early-stage b2b go-to-market plans , specifically advising international companies on how they can best conquer the U.S. market. As a thought leader in B2B sales, Abel has been featured as a Cohost and speaker by brands including Conde Nast's Glamour, Techstars...

This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).

Monty has over 27 years of experience in financial management and business process outsourcing (BPO) services. Prior to becoming CEO of MontPac, Monty was CEO of Startup Financial Management Inc, CFO of TechFarm Ventures and CEO of Montgomery Financial Services Corp. Monty was also the acting CFO of Metacloud and he helped guide the company through its successful acquisition by Cisco. Monty has...

This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at www.indeed.com/scale).

Shannon Goggin is the CEO & Co-Founder of Noyo, a technology company that uses software to enable data exchange between health insurers and apps that help employers and consumers manage their health insurance and other benefits. Shannon has raised money from top-tier Silicon Valley investors and is a leading voice on the changes and trends in the health insurance space. Noyo...

This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast).

Serial entrepreneurs Pouyan Salehi and Cyrus Karbassiyoon have been on a 10 year journey building and scaling various enterprise products. in 2019, they founded Scratchpad, a workspace for revenue teams combining sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process compliance in a single interface.

On this episode, we talk through all of their learnings scaling 3 different companies. 

This week's episode is brought to you by Oracle NetSuite (sign up for a personalized product tour at www.netsuite.com/scale) and Indeed (get a $75 credit for your job post at indeed.com/podcast). 

Abbas is the VP of Customers Success and Value Engineering at Segment (now a Twilio company) where he's building a cross-functional global value engineering team. Prior to Segment, Abbas had a 10 year stint at xMatters's CTO where he spread-head the technology team and roadmap as the CTO. 

Abbas embodies the pay it forward mentality by mentoring his...

Big thanks to the SaaStr (SaaStr.com) team for allowing us to record this episode live during their SaaStrU event on January 27th, 2021. 

In this episode, we sat down with Hannah and Jonathan Steiman to discuss how they have scaled Peak Support as a couple and allow them to share some of their tips building a customer support team from scratch. 

Hannah is the COO while Jonathan is the Founder and CEO of Peak Support, a rapidly growing services provider dedicated to providing exceptional support to high-growth companies.  Peak Support offers a...

This week's episode is brought to you by Oracle NetSuite. Sign up for a personalized product tour at www.netsuite.com/scale

Katie was born and raised in the Suburbs of Detroit, Michigan and spent the first years of her career in a boutique VC firm in San Francisco. It took her only a few months to come to the realization that she wanted to get back to building and made the leap to startup life joining Zipfian Academy as a co-founder and the first business hire. 

After a successful acquisition, and a few...

This week's episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Steven is currently responsible for supporting the revenue team at Twilio that owns the company's revenue number by driving strategic initiatives. Prior to Twilio, Steven ran sales, marketing, and business development for Atrium, a legal technology startup that served high-growth companies. Prior to Atrium,  he was Head of Revenue Operations at BloomReach, running sales operations, inside sales, and go-to-market strategy as the company raised nearly $100m and scaled to a 50+ person sales organization. Steven...

This week's episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Vieje was born and raised in San Francisco and spent the first years of his career in corporate life in New York City. It took him five years, but he finally came to realization that he needed to get back to building and made the leap to startup life joining Secfi as the first business hire. Vieje is now the Director of Equity Strategy at Secfi where he helps startup employees get the most out...

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On this episode, we discuss our top favorite advice our guests in 2020 gave to the question "What's the One Piece of Advice You'd Tell Your Younger Self?"

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This episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

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This week's episode is possible with the support of Oracle NetSuite. You can sign up for a personalized product tour at www.netsuite.com/scale

Dave Blake is the founder and CEO of ClientSuccess, Customer success software that drives customer retention and growth across your entire company. While, Brock Blake is founder and CEO of Lendio, an online marketplace for small business loans. 

Both Dave and Brock learned early on the value of hard work, being present and the importance of pushing forward which have become guiding principles in their life and business. We...

This episode is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Robby and Poya talk through the 5 most common mistakes they see be made in by founders or sales teams when doing early stage sales. 

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This week's episode featuring Laura Kendall is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Laura is passionate about the convergence of marketing and data when it comes to driving successful programs. She is currently the VP of Marketing at MadKudu and has spent the last 13 years in B2B marketing, often finding herself as the first marketer hired to build the foundation. She is actively involved in women in tech communities - she serves as a Salesforce Women in Tech User Group Leader and Committee...

This episode is brought to you with the help of our good friends at Sage Intacct. You can check out the live session and many other on demand sessions at https://www.sageintacct.com/events/saas-success-series

And join us next week at https://register.saastrscale.com/checkout/select-tickets/?coupon=poyavip and use "poyavip" for a free VIP Pass. 

Regarding this episode -- Join top consulting CFO, Tina Gregory, from Early Growth Financial Services,  David Appel, Head of Software and SaaS at Sage Intacct, as well as, Ryan Floyd, Founder and Managing Director of...

This week's episode featuring Nicole Allen is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Nicole learned early on that the best path isn't always linear. From college athlete to corp comms in the NBA, Nicole threw her career for a loop when she answered a Craigslist ad for a job at a B2B tech PR agency in San Francisco. From there, she's only looked up and never back, defining a goal-oriented growth path for herself at LEWIS Global Communications where she now holds a...

This week's episode featuring Tara McCann and Sammi Chen from Zendesk is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Sammi and Tara joined us this week to share their perspective on how companies as well as business leaders in a remote world can support current college graduates as well as recent graduates. Sammi and Tara share what they have seen their company, organizations as well as individuals do to ensure a smooth onboarding of candidates, as well as, ensure they are doing all they can...

This week's episode featuring Rhonda Larson is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Rhonda's career has taken her from consulting to enterprise to startups and back. She's worked across multiple functions with the majority of her time in sales operations. She loves making things easier for the people around her and measuring the impact of her and her team's work. Currently, she heads up a global SaaS Sales Ops team at LinkedIn where she is thrilled to be part of the company's mission to...

This week's episode featuring Niji Sabharwal from Agentsync.io is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale) Niji was born and raised in the San Francisco Bay Area and has more than 10 years of work experience at companies like Linkedin & Zenefits managing functions ranging from sales strategy & operations to broker compliance. Niji and his wife, Jennifer Knight founded Agentsync with the mission is to automate the distribution compliance burden by leveraging technology to do the heavy lifting - ultimately creating opportunity and efficiency in an industry ripe for disruption...

This week's episode featuring Peter Ord from GuideCX is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Peter Ord is the founder and CEO of GuideCX, a client onboarding and implementation platform to engage new customers and deliver value faster. Before founding and scaling GuideCX, Peter was at DealerSocket for 14 years in a wide variety of roles from implementation, training and most recently as the VP of Sales where he helped lead DealerSocket through an acquisition.  Peter is a graduate of Brigham Young University, and currently...

This week's episode featuring Crendal Kear is brought to you by Oracle NetSuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Crendal is a highly-regarded business operations professional with over 20 years of experience in technology sales, support and services operations roles. She currently serves as the Vice President of Global Sales Operations at Exabeam. Prior to Exabeam, she was Vice President of Worldwide Sales Operations at Zscaler, where she built out the sales and support operations that ultimately led to a successful IPO for the company. Before Zscaler, Crendal held various operational...

This week's episode featuring  Jan Arendtsz is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Jan Arendtsz is a veteran of the software industry with more than 25 years of experience in sales, marketing, business development, product development, and customer success. He founded Celigo with the goal of simplifying how companies integrate business applications together for a connected enterprise. He is responsible for overseeing all company operations.

Prior to Celigo, Jan was a Director at NetSuite, the leading cloud-based ERP platform, where he launched their...

This week's episode featuring Loretta Jones is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Loretta is a self proclaimed 'startup junkie.' She loves growing early stage SAAS startups, and has grown companies from $1-2M ARR up to over $20M ARR. Her experience encompasses marketing strategy, communications, demand generation and growth marketing. In many early stage startups, it's not uncommon for Loretta to be the first marketing leader and the only female in a male-dominated engineering culture, so she enjoys bringing different energy and perspective...

This week's episode featuring  Sid Bharath from Broca is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Sid is the CEO and Founder of Broca (www.usebroca.com), an AI-software that generate content such as ad copy, blog posts, etc. Previously, Sid ran a consulting business, helping SAAS companies accelerate their growth. He worked with fast-growing startups like Gorgias, ClickUp and many others. Before that, Sid was the VP of Growth at Thinkific, helping them grow from product-market fit to a multi-million dollar company (20X growth...

This week's episode featuring Kass Dawson from Softbank Robotics is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Kass Dawson is the Vice President of Human Resources and Diversity & Inclusion at SoftBank Robotics America (SBRA), as well as the VP, Brand Strategy & Communications. Kass leads SBRA and its partners at the intersection of business strategy, the future of work, and social equality, elevating humanity both through and beyond robotics. Kass also led the SoftBank Group education CSR project for North America which donated robots...

This week's episode featuring Tanner Lacey from Spiff (https://spiff.com/demo/) is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Tanner is a Co-Founder and Director of Business Development at Spiff, the company that helps automate and optimize commissions plans. Before transitioning to the tech world,  Tanner served as the Director of Finance at 1-800-Contacts, and also spent four years playing golf professionally while managing a golf course.  

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This week's episode featuring Ashley Whitlatch (https://www.ashleywhitlatch.com/) is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale)

Ashley is an executive marketing consultant with 13+ years of marketing and leadership development experience, and currently enables tech giants + early stage startups to develop their brands + share their stories. Her clients have included Visa, Facebook, Drops, Solgaard, and Plato, among others. Previously, she served as the Director of Marketing at Redkix (acquired by Facebook), and also spent four years at Prezi, Inc., leading global evangelism programs & partnerships...

This week's episode featuring Bridget O'Brien from Dialpad is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale).

Poya and Robby sit down with Bridget O’Brien to discuss her tips and tricks on how folks can transition from the services industry into tech.  We talk about all the ways she was able to use her the skills gained as a marine biologist in her current role as a sales leader. She also provides some actionable insights on how candidates can stand out in their search.  

This week's episode featuring Shawn Lavana is brought to you by Oracle Netsuite. Sign up for a personalized product tour at www.netsuite.com/scale

Shawn, a marketing veteran recently joined SignEasy as their Chief Marketing and Growth Officer. Previously, he's led Marketing at companies such as Virgin Pulse and Postwire. Make sure to listen to this interview to learn more about Shawn's professional journey, bringing storytelling back to the forefront of marketing and Shawn's enlightening words of wisdom when it comes to taking risks and maximizing your impact as new hire in the first few days...

This week's episode featuring Dan O'Connell & Keith Messick is brought to you by Oracle Netsuite. Sign up for a personalized product tour at www.netsuite.com/scale

Dan and Keith were previously a guest on Uncharted and Eclectic and two of our most popular so it only made sense to bring them back for another episode. Having worked together for a couple of years scaling Dialpad's go-to-market engine, it only made sense to bring them back to understand what made things work in their relationship and how they ensured both their respective teams were aligned and...

This week's episode featuring Scott Orn from Kruze Consulting is brought to you by Oracle Netsuite (Sign up for a personalized product tour at www.netsuite.com/scale). 

Scott runs Operations at Kruze Consulting, a fast growing Startup CFO Consulting firm that works with over 250 startup clients. Kruze is based in San Francisco with clients across the United States. In addition to his Operations responsibilities, Scott runs the Venture Debt Consulting practice at Kruze.

Before Kruze Consulting, Scott was a Partner at Lighthouse Capital, a private debt fund that lends to startups. In addition...

This week’s episode features Mike Davis.

Mike has been navigating the Salesforce ecosystem for over a decade and has developed a deep knowledge of what works within it. His experience includes time at Xactly, Conga, and TaskRay. While the majority of his career has focused on the revenue side of the house—specifically in sales and alliances leadership—he has experienced every functional aspect of the Salesforce ecosystem. When Mike isn’t talking to customers and coaching the team, you can find him skiing, cycling, mountain biking, camping (in his VW van), playing soccer, scuba diving or cheer...

Saksham Sharda is a Creative Director at Outgrow.co. Outgrow is a SaaS application that you can use to create personalized content that helps you generate more qualified leads and better engage with your customers. Specifically, you can build Calculators, Quizzes, , Assessments, Polls, Surveys, and any other creative solutions you can think of. These assets significantly improve lead conversion rates and customer engagement. 

In this episode, you will hear Saksham talk about how companies are leveraging interactive content and why it's the future of digital marketing. Additionally, Sak talks about how you follow up and...

This week’s episode features Paige Robinson, founder of Will Reed. Will Reed is a recruiting firm that partners with innovative tech companies and VC-backed startups to scale sales organizations and actualize growth strategies. In other words, they hire the best people to help the best people find the best jobs.

Paige's story is one of perspective, a perspective that I hope will provide encouragement to many listening. In this episode, you will hear Paige talk about balancing running a business while being a mom to three kids under the age of three. Her advice to folks lo...

On this episode, Don Erwin, whose been an early employee at LinkedIn, HackerRank, Automile and MiaxMax sits down with us to explain his learnings having managed hundreds of people over the years.  

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In an industry cluttered with marketing “gurus” and “thought leaders”, Keith Messick, Chief Marketing Officer of LaunchDarkly, is determined to cut through the fluff. His hard-earned knowledge comes from a career working for major companies and small startups, giving him strong convictions on what really matters in marketing. Previously, he served as the CMO at Dialpad and Lucidworks and also held senior leadership roles at Topsy (acquired by Apple), Get Satisfaction (acquired by Sprinklr), and SuccessFactors (acquired by SAP). We also discussed his learnings opening winestore and why he credits his parents for his attitude, experience and success. 

Co...

Emily Omier is a journalist turned business owner that helps companies in the Kubernetes ecosystem with marketing strategy, positioning and content. 

Tune in to a fantastic episode and make sure to connect with Emily and us if you haven't already.

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