Remove Operational efficiency. Remove Payments Remove Underperforming Technical Team
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SaaStr Podcasts for the Week with Matt Garratt, Trisha Price, David Schmaier, Rob Bernshteyn, and Jason Lemkin

SaaStr

From strategies in recruitment and team building to sales tactics, these leaders from Salesforce, nCino, and Vlocity, will discuss the top tips for moving beyond horizontal SaaS and building a billion-dollar SaaS company. Matt Garratt: If you just look at Vlocity and nCino, amazing businesses. David Schmaier: Sure.

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SaaStr Podcasts for the Week with Bernadette Nixon, Jay Snyder, Nick Mehta, Loren Padelford, and Jason Lemkin

SaaStr

Nick Mehta: Power of the developer, or the API economy, both of you play very much in both those trends. Provide a platform, not a tool, that can be a consolidator and something that can drive costs, but still have all the features necessary to get the business results. How do you help your team make that link to value?

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How to Create Client Onboarding Process in Financial Services

User Pilot

TL;DR Customer onboarding in financial services aims to integrate users into systems and educate them about product features, for example, in the banking sector. Effective client onboarding sets the tone for relationships , ensures regulatory compliance, improves efficiency through digitization, and can serve as a key product differentiator.

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When should you hire a CFO?

SaaSHolic

TLDR: Probably when your company hits $5M+ in Annual Recurring Revenue (ARR). Let’s dive into it: Pre-Revenue → You In the earliest days, successful founders need to be extremely efficient: drive as much productivity as possible with the few resources they have until they “hit something.” Keep it simple.

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April 28 – Customer Success Jobs

SmartKarrot

Role: Client Success Director (Real Estate) Location: New York, NY, US Organization: REEF As a Client Success Director, you will drive new business applications, working with internal REEF teams to match qualified applications to the real estate network. Troubleshoot issues (may be related to payments, relationship, field operations).

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Top Job Openings at AI Companies for AI Product Managers (+Star Candidates)

User Pilot

As Lead Product Manager for Core Product, youll oversee state-of-the-art technologies, collaborate with top-tier engineers, and develop products that shape the industry. Who would be a bad fit for this job? PMs unfamiliar with highly technical teams and projects. Who would be a bad fit for this job?