“ I have had the pleasure of working Jeffrey in both start-up and large enterprise environments. In each case, he was an invaluable partner with the sales team and our customers. Jeffrey can be a chameleon-I have witnessed him excel in technical, sales, account management, strategy and marketing situations and in each case, came across as a domain expert. From the moment we began working together, Jeffrey has led by example and always brought enthusiasm, unique perspectives and a “get it done” attitude to every project. I would welcome the opportunity to work with him again. ”
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Adobe Global Services Outstanding Achievement Award, Americas
Adobe
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Tracy Sestili
I went from CMO to CRO just under a year ago and people seem to be curious as to how to make that leap, why make it, does/can it work, and what are the pros and cons. First, there aren’t that many of us who have made that leap, so I can see why people are curious. Second, there are a bunch of folks (SaaS influencers, CEOs, VCs) who think it can’t work, but I’m proof that it can. Here are my observations and advice if you are thinking about this career path. 1. If you don’t have a sales background then you will experience challenges with the incumbent sales team. You’ll need to prove yourself to them that you know what it’s like to be in the trenches with them. It took me 1 quarter end and a year end close to prove I knew what I was doing and to be trusted and respected by the sales team. If you come from an OPs background or DG background, you have an easier path than if you are a brand marketer, imho. 2. The benefits of course, are having a holistic view and joint KPIs, having everyone work toward the same revenue goal. If marketing is doing well and sales isn’t, then you fail together. If sales and marketing are doing great, then you win together. 🎩 one thing I did out of the gate was combine the teams, rename us to the Revenue team so that we were all talking together about the problems we were trying to solve. Plus, it’s important the company view you as one team, one dream, and see the KPIs are aligned and under one team. 3. You need to be able to forecast accurately. To do that you need to understand not only your customers, but how the deal cycles work for each segment at your organization. 🎩 you can always take a course for this. This is a learnable skill. Fortunately, I had 15 years of OPs and data analysis experience, but if I didn’t, I would have maybe signed up for Winning by Design’s Revenue Architecture course or have read Brandi Starr at Tegrita’s book “CMO to CRO, the revenue takeover by the next generation executive” or maybe do both. 4. If you weren’t already besties with Finance in your marketing role, you’ll soon become BFFs because you’ll be working closely on comp plans and reverse funnels. You now own and are holding the whole bag. 5. You should only make this move if you have strong marketing leaders you can depend on while you dive into the Sales side of things. I was fortunate enough to have 2 (one on the brand & content side, and one on the DG side). But if I hadn’t had this, I probably would not have been as successful having never run sales before. 🎩ask yourself why you want this role and are you set up for success if you take it? I took it on because we were in between sales leaders and it was offered to me and it seemed like a fun challenge I could do in a safe environment. I trusted my CEO to let me fail and he believed in me enough to win. If you don’t have the support, like any other role, it’ll be tough.
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Kevin Knieriem
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