Welcome to SaaS Expert Voices presented by Maxio with host, Randy Wootton, 3x SaaS CEO (public, private, VC and PE backed), and board member of multiple private companies. On this show, Randy engages in conversations with SaaS and finance experts, delving into the challenges they face, the victories they’ve achieved, the lessons they’ve learned, and what they see on the horizon for the industry. Whether you’re a seasoned leader or just stepping into the world of SaaS, join us as we explore t ...
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Each week we talk with those who have succeeded and inspired in the world of software. How they did it, what advice they have, and what's coming in the future with new innovation. All aimed at helping you generate more leads, close more new customers, and Scale Your SaaS.
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Creating Customer Champions: How to Cultivate Loyalty and Advocacy with Drew Neisser
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Drew Neisser, Founder and CEO of Renegade Marketing. Drew shares his extensive experience and key insights into the dynamic relationship between CEOs and CMOs, especially for early-stage founders. Randy and Drew explore crucial aspects such as hiring strategies for the…
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From Autocratic to Empowered: Leading the Gen Z Workforce with Matt Tresidder
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Matt Tresidder, Co-founder and CEO of Leadr, a software company dedicated to enhancing personal and professional development. He is also the author of the thought-provoking book, "Management is Dead: There's a Better Way." Randy and Matt discuss the evolving landscape …
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Optimizing High-Intent Pages: Secrets to Streamlining Conversion Forms with Sahil Patel
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Sahil Patel, CEO of Spiralyze, a firm specializing in optimizing website conversions through data-driven A/B testing. The conversation kicks off with an exploration of Spiralyze's mission to make websites the most efficient and productive sales tools for B2B SaaS busin…
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Diagnose Before You Deploy: Smarter Strategies for CEOs with Michelle Valentine
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, welcomes back Michelle Valentine, Co-founder and CEO of Anrok and a prominent figure in the SaaS industry known for her innovative strategies and effective leadership. Randy and Michelle explore the "Seven Secrets of Success," focusing on delivering results, building winning strat…
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Small Companies, Big Growth: Why SaaS Companies Under $1M are Booming
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Ray Rike, CEO of Benchmark IT, a company specializing in providing the SaaS industry with comprehensive and contextualized benchmarking data. Randy and Ray discuss the growth trends seen among private B2B SaaS companies, emphasizing how certain market dynamics are infl…
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The Evolution of FP&A: Building Financial Models for Success with Paul Barnhurst
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Paul Barnhurst, an expert in Financial Planning & Analysis (FP&A). Known as the "FP&A Guy," Paul explores the evolution of FP&A over the past two decades, highlighting shifts from back-office reporting functions to becoming strategic partners within organizations. Rand…
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From Startup to Success: The Journey of SaaSOptics with Clayton Whitfield
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Clayton Whitfield, Co-founder of SaaSOptics, a company that revolutionized financial operations for SaaS businesses by addressing critical gaps in their finance and operational systems. Clayton discusses the evolving roles within the office of the CFO, particularly foc…
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330: What is the Best SaaS Metric to Track - with Randy Wootton
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EPISODE SUMMARY In the competitive world of B2B SaaS, understanding the nuances of billing, financial operations, and growth metrics is crucial for success. Recently, we had the pleasure of hosting Randy Wootton, CEO of Maxio, on the Scale Your SaaS podcast with host and B2B SaaS Sales Coach Matt Wolach. With over 25 years of leadership experience …
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331: Is Debt or Equity Financing Better? - with Brian Parks
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EPISODE SUMMARY Scaling a SaaS company is no small feat. The journey is filled with challenges, from generating leads to closing deals and building a robust sales team. On a recent episode of Scale Your SaaS, host and B2B SaaS Sales Coach Matt Wolach sat down with Brian Parks, Co-founder and CEO of Bigfoot Capital, to discuss how SaaS companies can…
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From Cash Basis to Accrual: Transforming Financial Reports for SaaS with Chris Morgan
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Chris Morgan, CEO of LBMC. Randy and Chris highlight the evolving intricacies in financial operations within B2B SaaS companies. They discuss the necessity for moving beyond simple cash accounting to sophisticated systems capable of managing accrual accounting and prov…
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Culture is Connection: How to Empower Your Team with Purpose with Cory Sanford
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Cory Sanford, Vice President of Culture and Talent at Guidant Financial. Randy and Cory dig into what it takes to be a successful CEO, offering actionable advice for founders, leaders, and aspiring entrepreneurs. Cory's innovative framework for measuring and fostering …
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EPISODE SUMMARY In a recent episode of Scale Your SaaS, host and B2B SaaS Sales Coach Matt Wolach sits down with Andy Culligan, a seasoned marketer with a rich background in SaaS, who shared his journey from CMO of Leadfeeder to becoming a fractional CMO, a role that has been gaining significant traction in recent years. Andy’s story is not just ab…
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Avoiding Early Stage Mistakes: SaaS Growth Strategies Unleashed with Alex Shartsis
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Alex Shartsis, a seasoned expert in go-to-market strategy and execution for early-stage companies. Alex shares his extensive experience working with startups, highlighting crucial aspects such as hiring the right talent, setting realistic goals, and managing investor e…
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328: He Became #1 in His Industry, Then Exited - with Steven Webster
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EPISODE SUMMARY In the most recent episode of Scale Your SaaS, Steven Webster, co-founder of Asensei, shared insights into the journey of building a cutting-edge technology company that’s redefining the fitness industry with host and B2B SaaS Sales Coach Matt Wolach. From launching their SDK to pioneering movement recognition akin to speech recogni…
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Scaling: How to Build a Strong Back Office Early with Bill Hollowsky
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Bill Hollowsky, VP of Accounting Services at Kruze Consulting. Bill shares his journey through various organizations like KPMG, Oracle, and SunGard. He offers insights into the changing landscape of accounting in the startup world, and the importance of implementing ef…
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327: How to Separate From the Competition - with Amarpreet Kalkat
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EPISODE SUMMARY In the most recent episode of Scale Your SaaS, Founder & CEO at Humantic AI Amarpreet Kalkat shared his journey in the AI industry with host and B2B SaaS Sales Coach Matt Wolach, reflecting on his experiences since actively engaging with AI in 2014. He noted the significant waves of AI popularity, with the current one being the most…
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Evolving Skillsets: The Modern and Future CFO's Playbook with Michelle Valentine
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Michelle Valentine, CEO of Anrok. Michelle’s multifaceted career journey—from civil engineering at Stanford to coding at Airtable, and her foray into finance and venture capital—sets the stage for a deep dive into the evolving role of the CFO in today's dynamic market.…
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326: How to Grow to IPO with a Small Problem Solving Team - with Chris Hicken
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EPISODE SUMMARY In this episode of Scale Your SaaS, Chris Hicken, Chief Productivity Officer at ClickUp, shares his thoughts on the current state of the IPO market, the crucial metrics investors focus on, and the strategic decisions software founders face with host and B2B SaaS Sales Coach Matt Woalch. As the market gradually recovers, many SaaS co…
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How to Transform Your Pricing Strategy with the Power of Value Conversations with Dan Balcauski
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dan Balcauski, Founder and Chief Pricing Officer of Product Tranquility. Randy and Dan explore the nuances of pricing from multiple angles and unravel the intricacies of how to structure effective pricing strategies that align with company objectives to drive both reve…
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325: How to Build the Best Sales Team - with Ken Lazar
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EPISODE SUMMARY In this episode of Scale Your SaaS, host and B2B SaaS Sales Coach Matt Wolach sits down with Ken Lazar, Chief Career Officer at Ability Professional Network to discuss his approach to recruiting top-tier sales professionals. If you're looking to build a sales team that drives your SaaS business forward, take Ken’s advice to heart. R…
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Revolutionizing FP&A: How AI is Shaping Financial Analysis with Nicolas Boucher
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Nicolas Boucher, an AI Applications in Finance expert. Nicolas shares his rich career trajectory from PwC auditor to corporate finance leader and his eventual transition into AI and finance training. He sheds light on the immense potential of AI in streamlining financi…
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EPISODE SUMMARY In this week’s episode of Scale Your SaaS, I sat down with Sam Dunning, who has carved an impressive path in the world of SEO and digital marketing. His story is as inspiring as it is instructive. From his early days in retail to founding his agency, Breaking B2B, Sam’s journey is a testament to the power of perseverance and the imp…
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323: How to be the #1 Choice in Your Industry - with Frank Husmann
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EPISODE SUMMARY In the recent episode of Scale Your SaaS, host and B2B Matt Wolach had a compelling conversation with Frank Husmann, CEO & Founder of Maxiality, an ex-SaaS founder turned authority marketing expert. Frank shared valuable insights on how B2B SaaS leaders can leverage their expertise to become industry authorities and drive business g…
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The Power of Intent: How Clear Communication Drives Success with Amber Wendover and Tom Perry
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with two SaaS industry veterans, Amber Wendover, Principal at Thinking People Consulting, and Tom Perry, Chief Career Officer and Founder of Engaged Pursuit. Randy, Tom, and Amber discuss the intricacies of employee engagement and the indispensable role that personal growth…
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EPISODE SUMMARY In today’s rapidly evolving software sales environment, mastering the art of sales is more crucial than ever. This week on "Scale Your SaaS," host Matt Wolach and guest Richard Harris, founder of The Harris Consulting Group and a renowned sales influencer, discuss innovative approaches to selling that can significantly enhance your …
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From Numbers to Narrative: Crafting a Compelling Financial Forecast with Josh Aharonoff
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Josh Aharonoff, CEO of Mighty Digits and Your CFO Guy, and the Founder of Modelwiz. With a diverse background that includes a start at the Big Four accounting firm KPMG, experience as a startup founder, and strategic finance roles, Josh has carved out a niche as a frac…
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321: How to Quickly Spin Up a Quality Engineering Team - with Matt Watson
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EPISODE SUMMARY In a recent episode of Scale Your SaaS, Matt Watson, CEO and Founder of Full Scale, shared his journey from being a customer to leading a successful outsourcing company with host and B2B SaaS Sales Coach Matt Wolach. Matt's insights provide valuable lessons for entrepreneurs, especially those in the SaaS industry. PODCAST-AT-A-GLANC…
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jon Cochrane, Director of the Maxio Institute, to discuss the latest insights from their SaaS Growth Trends report. Randy and Jon delve into the significant findings of the Q1 2024 report, discussing the differences in growth patterns between subscription-based and con…
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EPISODE SUMMARY In the fast-paced world of software sales, finding innovative ways to connect and engage with potential clients is paramount. Recently, I had the pleasure of featuring Donald Kelly, Founder and Chief Sales Evangelist at The Sales Evangelist on the show. Donald’s journey, insights, and strategies offer a masterclass in sales evangeli…
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Winning Long-Term: Creating Media-Led Growth and Driving Revenue with Nathan Latka
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Nathan Latka, CEO of Founderpath. Known for his entrepreneurial spirit, data-driven approach, and thought-provoking insights, Nathan shares his three-phase entrepreneurial journey, starting with his initial foray into the booming social media world and progressing into…
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319: Is a Fractional Sales Leader Right for Me? - with Mike Malloy
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EPISODE SUMMARY Software companies are increasingly looking for innovative ways to scale their operations while maintaining flexibility and cost-efficiency. Enter Mike Malloy, founder of Malloy Industries Consulting Group. With over 15 years of corporate experience and a stellar track record, including helping entrepreneurs secure deals on the popu…
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The Five Components of a Successful CEO: Focus, Communication, People, Values, and Results with Joelle Kaufman
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Joelle Kaufman, a seasoned B2B SaaS expert. Together, they delve into the intricacies of what makes CEOs successful, the importance of executive team dynamics, and strategies for driving company growth in challenging markets. Joelle Kaufman shares her five foundational…
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318: How to Grow Revenues with Great Account Management - with Alex Raymond
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EPISODE SUMMARY In 2024, the software industry is experiencing what I like to call "The Big Squeeze." Sales leaders and Chief Revenue Officers (CROs) are being asked to achieve more with fewer resources. Goals and quotas remain unchanged, but teams are shrinking, leads are drying up, and customers are less responsive. This pressure cooker environme…
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Efficiency in Finance: Navigating the Essentials of Early-Stage Startups with Alex Diaz-Asper
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Alex Diaz-Asper, Principal & Founder of Tarsus, and an experienced figure in the financial dimension of SaaS businesses. With an extensive background in private equity and M&A, Alex shares key financial concepts and strategies within the SaaS landscape. Randy and Alex …
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317: On Startup Mistakes, Successes, and $82M in Funding - with Ozan Unlu
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EPISODE SUMMARY In this week’s episode of Scale Your SaaS, Ozan Unlu, founder and CEO of Edge Delta, shared insights into his journey and the innovations driving his company with host and B2B SaaS Sales Coach Matt Wolach. With a background that spans leadership roles at tech and aerospace giants like Microsoft, Boeing, and Sumo Logic, Ozan's expert…
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Influence vs. Impact: Redefining Success in the Accounting Profession with Rob Brown
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Rob Brown, Co-Founder of Accounting Influencers Roundtable (AIR), and author of the book “Build Your Reputation.” Rob and Randy delves explore the evolving responsibilities of accountants and accounting firms as they navigate an industry that demands a shift from tradi…
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EPISODE SUMMARY In the dynamic world of business, where innovation is the lifeblood of success, it takes a special kind of vision and determination to carve out a niche that truly makes a difference. In this episode of Scale Your SaaS, Jason Radisson, CEO and founder of Movo, shared insights into his entrepreneurial journey with host and B2B SaaS S…
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Building Revenue Architecture for Startup Success with Jim Delaney and Kristian Marquez
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jim Delaney, CEO of Traction AI, and Kristian Marquez, President, CEO, and CFO of FinStrat Management. Randy, Jim, and Kristian discuss the significance of pairing robust revenue operations with meticulous financial strategies to foster startup growth. Jim shares his e…
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315: Proven Ways to Acquire and Keep Customers for Life - with Richard Weylman
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EPISODE SUMMARY In the ever-evolving world of SaaS, where personal touch and customer satisfaction are critical, it's essential to grasp the nuances of customer experience and relationship management. I was thrilled to chat with Richard Weylman, a distinguished business consultant and Hall of Fame keynote speaker this week. Richard offered invaluab…
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The Tech Stack and The Tech Pile: Creating Seamless Data Flow with Anthony Nitsos
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Anthony Nitsos, Founder and CEO of SaaS Gurus. With a background that intriguingly intertwines medical school education and extensive expertise in finance, Anthony has over 25 years of experience building SaaS financial models. Randy and Anthony discuss principles for …
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314: How to Get Your Startup Early Traction - with Graham Curry
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EPISODE SUMMARY Launching a software startup is like embarking on a journey into the unknown, with twists and turns that can often be as exhilarating as they are daunting. Graham Curry, founder of Handicaddie, shares his insights from the rollercoaster ride of startup life, offering valuable lessons for fellow founders and aspiring entrepreneurs wi…
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The Rule of X: The Art of Setting Ambitious and Attainable Targets with Jeff Epstein
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jeff Epstein, Operating Partner at Bessemer Venture Partners and a distinguished figure in the business and finance sectors. Randy and Jeff discuss the rationale behind budgeting, emphasizing its role in predicting financial futures, resource allocation, motivation, an…
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EPISODE SUMMARY In the bustling world of SaaS startups, where innovation is critical, and competition fierce, pricing strategies often hold the key to success or failure. It's a topic that can make or break a company, yet it's usually approached with more art than science. This week Dan Balcauski, founder of Product Tranquility, dove deep into the …
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Leveraging Technology to Drive Better Decision Making with Dawoud Nasraty
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dawoud Nasraty, Director of Consulting at Armanino. After serving as an accountant at a Big Six firm, Dawood's career trajectory includes roles for a European telecommunications company in Afghanistan and as a CFO. Dawoud and Randy talk about the intricate world of dat…
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312: How to Win with Twitter Ads - with Chris Orzechowski
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EPISODE SUMMARY In a world dominated by social media giants like Meta’s Facebook and Instagram, a new player has emerged on the advertising scene, promising untapped potential and unprecedented opportunities for software business growth. Enter Xvertising – the launch of Twitter ads, a platform often overlooked yet brimming with potential for those …
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Impact and Income: Investing in Your Tribe and Borderless Talent with CEO David Nilssen
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with David Nilssen, CEO of DOXA Talent, and a forerunner of revolutionizing how businesses think about and engage with borderless talent. Randy and David take a look at the intricacies of borderless talent acquisition and the attributes that contribute to the success of a C…
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311: How to Avoid Wasteful Marketing Spend - with Eric Dodds
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EPISODE SUMMARY Success hinges on more than just having a great product. It's about understanding your market, effectively communicating your value proposition, and aligning internal teams toward a common goal. This week’s Scale Your SaaS episode focuses on avoiding wasteful marketing spend. With host and B2B SaaS Sales Coach Matt Wolach, head of p…
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The Power of Product-Led Growth: Unlocking Innovation with Dave Boyce
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dave Boyce, a GTM-focused SaaS Advisor, board member for Winning by Design and Forrester, and professor at BYU. Dave shares his unique approach to career decisions, focusing on his need for challenging work that ensures personal growth and impact. This approach has sha…
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310: Set Great Goals, Execute Correctly, And Win - with Patrick Thean
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EPISODE SUMMARY Artificial Intelligence has become ubiquitous throughout the years, sparking discussions about its implications for various industries. Despite AI's prominence, goal setting remains paramount in driving success for software businesses. In this week’s episode, CEO at Rhythm Systems Patrick Thean sits down with host and B2B SaaS Sales…
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What Makes a Great CFO?: The Journey of Transformation with CFO CJ Gustafson
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This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with CJ Gustafson, CFO, and writer behind Mostly Metrics, to discuss the CFO's transformation from a back-office statistician to a front-office strategist, the evolving landscape of SaaS, and the future of finance leadership. Randy and CJ discuss the qualities that distingu…
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