Ops Cast (MarketingOps.com)

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In this episode we had the opportunity to talk with Daniel Murray (host of the Marketing Millenials podcast) about how he sees:

• The relationship between marketing ops and overall marketing
• The importance of understanding broader marketing and sales processes as a marketing operations professional
• The shifting perception of marketing ops and potential elevation of marketing ops leaders into heads of marketing/CMO roles

In addition we talk about overrated / over-hyped martech and the importance of understanding data and analytics in the marketing ops world now.

Recorded live.

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Tune in to this episode of MOOPs TV where Weisi Kang shares her Marketing Ops mistakes and how she plans to avoid them in the future.

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This is a systems template issue that's related to Monthly Newsletters - how do internal teams know if it's gone out? 

You can imagine where this goes next... 

Tune into this episode to hear how Andy Caron made a MOOPs about 5 or so years into her tenure as a Marketing Operations professional. 

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What happens when you work for a company that can ACCIDENTALLY send NUDE images to over 500,000 clients? 

Find out in the latest episode of MOOPs.

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Collecting data in a bunch of different places; forms on websites, events, and more!

Well... sometimes we find out that you collect registration data on a completely non-standard form; and then you have to deal with the list import process... you can imagine where things go wrong from here -- but you should tune in ot find out more!

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We are back to our series of Marketing Ops career journeys. 

In this episode, we are talking with Faithful Adia who is currently Senior Marketing Automation Manager at HelloFresh, based in Germany. Prior to this role he has held roles as CRM Manager, email marketing specialist and more.

We enjoyed learning from Faithful about what it is like leading Marketing Ops at a B2C company since the majority of our episodes have leaned heavily towards B2B.

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We are continuing our series of Marketing Ops career journeys.

In this episode we are joined by Mike Tatum, currently Director of Lifecycle Marketing at Athletic Greens. 

Prior to that, he held several roles in demand gen, general marketing, digital marketing, and lead generation. He has also been on the agency side and was a media planner/buyer. 

Mike has been a speaker at INBOUND, the HubSpot conference. He also does consulting and training on HubSpot and digital marketing. Prior to all of that, he served in the US Army. 

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We are covering the intersection of two topics today - privacy and data/analytics. 

To help us with this topic we are joined by Damon Gudaitis, Analytics Manager at Three Ventures Technology, Inc., and Caret Juice Marketing, his consulting companies. Prior to that, Damon has worked in several marketing and digital marketing roles as well as having started multiple other consulting companies. In addition, he has been involved in various capacities with the Digital Analytics Association.

Recorded Live Feb 23, 2022 

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This is something we’ve wanted to do for a while now on the podcast. Today we get to talk about Marketing Ops with co-workers. 

Joining us today are, Tracy Warner and Candace Hopkins.

• Tracy is currently Senior Manager of Marketing Operations at Agorapulse. Before that Tracy has held a number of positions supporting executives, and she has had her own consulting practice. She has been involved with operations, email marketing - including design, development and strategy and been in project management/chief of staff-type roles.
  
  
• Candace works at Agorapulse with Tracy and is currently Manager of Marketing Operations. She is relatively new to Marketing Ops having worked as an Inbound Marketing specialist prior to this. In addition, she has worked as a consultant on social media and marketing.

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In this episode, we talk with Drew Smith about how to get into Marketing Ops or Revenue Ops.  So, if you are not already in the profession, but are interested, then get ready to take some notes.

About Drew:
Our guest, Drew Smith, is the Director of Growth, Revenue Operations at Directive, a performance marketing agency. Prior to joining Directive, he spent several years with LeadMD (now Shift Paradigm) as a revenue operations consultant and engagement manager. Before that, he held positions in sales, marketing, account management, and inside sales at different organizations. 

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Bizible Marketing Ops MOOPs + Harjot and Jessica sing a little Kelly Clarkson!!

Tune in to hear how Harjot found, resolved and learned from this reporting error related to Bizible form fills vs Marketo form fills. 

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During this episode we talk with Zach Priest about:

• His journey to Marketing Operations (via Sales and Marketing)
• Our responsibility as MO Pros to uphold privacy for customers
• The connection between privacy, transparency and loyalty
• ...and a little about his F1 Racing podcast called Superlicense Formula 1

Zach joined us from London, where he is a transplant from Australia, providing a global perspective on these topics. 

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In this episode we covered lots of ground with our guest Andrea Lechner-Becker, formerly the CMO of Shift Paradigm. She has been a hands-on Ops practitioner, a consultant, a champion and a CMO. She has a unique perspective on all things Marketing Operations.

One of the best insights from the conversation had to do with how hard it is to get the "right" reporting for marketing. She makes the case that part of the challenge is the complexity of the data and systems. The other big challenge she identified is the lack of a consensus on what the  right reporting is. Contrast that to finance and accounting where everyone is taught the same set of principles and rules.

Speaking of finance, we also get into the importance of having basic finance literacy and a basic understanding of statistics.

Fair warning: don't listen to this episode with kids in the car. ;)

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In this episode we talked with Lindsay Rothlisberger, the head of Marketing Operations and Email at Zapier about her journey to marketing ops. As has been the norm, her story was unique. 

In addition, Lindsay shared her insights into:

• How and when to consider centralization or de-centralization of Marketing Ops functions. If you choose to de-centralize, what should remain centralized?
• The challenge of technical debt and how to approach it.

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As Marketing Operations continues to become more common and more consistent, there is still a missing element -- consistent expectations and training/certification. In this episode, we talked with Kyle Jepson of Hubspot about the Revenue Operations Certification that they recently launched. 

Kyle shared:

• His process for research and developing the content
• What he learned that was surprising (hint: the importance of basic finance literacy)
• Who would benefit most from the certification

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In this episode we had a conversation with Angela Lee, who is a marketing and demand generation leader and consultant, about her experience working with marketing operations professionals. 

She shared her decision-making process for leaving a corporate role and venturing out as a consultant. 

She also talked about:

• The characteristics of the successful partnerships she had with marketing operations
• What marketing ops professionals can do to elevate their perception to be one as a strategic partner

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John Charlesworth is currently Director, Marketing Operations at Narvar.

John is a marketing and ops leader primarily with high-growth startup companies. He has extensive experience in marketing operations, digital marketing, demand generation, project management, team building, and strategy.

He is an advocate for creating scalable processes for lead management, lifecycle tracking, campaign execution, automation, data governance, and attribution. 

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Our guest in this episode is Amy Goldfine. 

We discuss the 4 pillars of Marketing Operations and what Marketing Ops is all about.

Tune in to this episode to learn about the 4 pillars and how you can leverage the framework to build a career path in Marketing Ops.

By day, Amy is head of marketing operations at Iterable. Iterable is the customer activation platform that helps brands deliver joyful experiences with harmonized, individualized and dynamic communications at scale. By night, Amy is the founder of MarketingOpsAdvice.com, a site for MO pros to get actionable advice on both technical and strategic topics. Her motto is “more ops, less oops.” Amy is also a Marketo Certified Expert and a four-time Marketo Champion. 

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In this episode, we are talking about the new MarketingOps.com site and how that's tied into the MO Pros community and everything else.

Join us for this discussion between your show hosts, Mike Rizzo, Naomi Liu, and Michael Hartmann.

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The COVID pandemic affected everyone in different ways. The impacts to Marketing Operations professionals was no different.

In this episode we talk with RJ Andaya, Director of Marketing Operations at Observe.AI about this. In addition, we talked about his journey into Marketing Operations.

Some of the key impacts we discussed include:

• How work is prioritized and done
• The increased focus on data and insights, and the relative importance of that vs campaign operations
• The speed at which we are now expected to move and deliver
• Impacts to jobs - titles, career path, and compensation, as well as professional development

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In this episode we talk with Stephen Stouffer, VP of Marketing Operations at SaaScend, a revenue operations consultancy. Stephen has a passion for email marketing, marketing automation and data…and how they come together to enable marketing strategy and execution. Today, he is joining us today to talk about his experiences as a consultant and in-house.  

Some of the topics covered are:

• Observations of changes happening in the Marketing Operations Profession. 
• Trends in the consulting industry
• Discussion on whether the MQL is dead

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In this episode, we talk with Courtney Chatterton about the importance of mental health. Courtney is currently in Content Marketing at Hyperproof, a startup in the security assurance and compliance operations space. Prior to her new role at Hyperproof, Courtney has held several roles in marketing and operations including revenue operations, demand generation, and email marketing. In addition, she is a freelance writer and also is active in the RevOps Co-op community. 

Tune into this episode to hear about:

• Why is this topic so important to Courtney and hear her share more about her experience with it.
• Her opinion on whether or not there is a higher likelihood of someone struggling with mental health challenges in different roles or scenarios?
• Response from others after sharing her story.

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In this episode, we talk with Carter Wright about Revenue Operations in the Military. Carter is currently Manager of Revenue Operations with the US Army. He has been with the US Army in a variety of roles, including combat duty. Most of his roles have been in and around Sales and Marketing. In addition, he is actively pursuing more knowledge about marketing and revenue operations and is a freelance consultant. 

Tune into this episode to hear about: 

• Carter's career journey and how he became so interested in Revenue Operations.
• Carter's take on how the concept of Revenue Operations applies to the Military. 
• What he sees as the primary use of ops and tech in recruiting.
• The importance of data and analytics in his current role.

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Our guest on this episode is Evan Dunn, Director of Growth Marketing at Syncari.

Prior to joining Syncari, he also held several roles in marketing, including other leadership roles in growth marketing, digital and social media. He also has experience in customer success, as well as being VP of Product at Resonance AI.

Tune in to hear:

• The question about how Project Management is defined (is it about tasks or people and resources?)
• Evan's journey from linguistics to marketing and product development
• Evan's experience in Product Development and what it taught him on the value of project management 
• Tips on various personal and professional project management techniques

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On this episode, we talk with  Camela Thompson, VP of Marketing at CaliberMind, a B2B Marketing Analytics Platform. Camela has been with CaliberMind for almost three years. Prior to that she spent 15+ years in Revenue Operations in the tech industry in successful startups such as Qumulo, Extrahop, and CDK Global (formerly Cobalt) before proving herself as a customer-first growth marketer. She is deeply familiar with the pain points that Ops teams face and is passionate about helping Ops professionals accelerate their careers.   In addition, she hosts CaliberMinds' podcast, The Revenue Marketing Report. 

On this episode, we cover: 

• Camela's take on the trend of bringing Marketing Operations under the Revenue Operations umbrella.
• Is the driver for creating a Rev Ops function is usually driven more for alignment or to manage costs/headcount? If so, what kinds of challenges does this create?
• What Camela means by the "The War Between the Art & Science of Marketing and Measurement"

Link to The Revenue Marketing Report Podcast: https://www.calibermind.com/revenue-marketing-report/podcasts

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Joining us today to talk about getting your next MOps role is Chelsea Rosenberg. Chelsea has been in the recruiting, people ops, and coaching/counseling space for over 10 years, with 7 of those specializing in all things marketing. 3 years ago, she became hyper specialized in Marketing Operations and is proud to have become a respected and oft-referred resource for Marketing Operations Professionals as they look for new career adventures, work to grow their team, and learn the skills needed to navigate the world of work.

In addition to recruiting and people ops, Chelsea is proud to share her passion for coaching and guiding others to uncover their fullest potential and supporting them in reaching their goals through her consultancy Sprout Bright Consulting!

In this episode, we talk about: 

• How someone should approach going from a more junior role to a more senior role.
• Chelsea's advice for our listeners who either want to go from an entry level role to the next step or from an IC to management role. 
• Common challenges she sees for Marketing Ops (and Rev Ops?) job-seekers.
• The importance of being able to talk to non-technical people as an Ops professional.
• Best practices for job seekers.

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Joining us today is Max Spanier to help us answer the question: Why is it so hard to hire Marketing Ops professionals? Max is the founder and President of Sloane Staffing, a recruitment firm that specializes in: Marketing Technology, Digital Marketing, Saas Sales, and Technology roles. Prior to starting Sloane Staffing, Max was an Enterprise Account Executive at Marketo. Before that he held other sales and business development roles at ion interactive and SoVi Digital. 

Tune in to hear:

• Max break down "Why is it so hard to hire Marketing Ops Pros?"
• His perspective on whether hiring managers are being too specific about the skills and experience they are looking for.
• If he sees any differences in opportunities or expectations for candidates from larger organizations that don’t get exposure to the broad set of tech and processes that some at smaller organizations get.
• Whether or not hiring managers/leaders should consider supplementing with consultants / contractors / freelancers? 

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Joining us today is Carey Picklesimer to help us answer the question: Is Attribution ruining Marketing? Carey is the owner of her own independent marketing technology consultancy, Condurrio Marketing + Design. She has worked both in-house and in consultancies, including a stint with Perkuto. Her in-house roles included roles in marketing operations, general marketing and leadership, and a little bit of sales sprinkled in. She is also passionate about supporting military veterans as they transition into the civilian world with complex physical, emotional and brain injuries and recently launched CorpsStrength, a non-profit dedicated to supporting that community.

Tune in to hear:
- Her thoughts on whether attribution modeling/reporting has been a net positive or negative for marketers.
- Carey addresses if there is a gap between the expectations vs reality with attribution.
- If there is a way to get close to the promise of attribution.

Learn Practical, Tactical Attribution from Carey at Marketingops.com: https://marketingops.com/product/practical-tactical-attribution/

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In this episode we were joined by John Van Pijkeren. John is a professional in digital, marketing & technology with a capability to combine strategy with execution. He has over 10 years' experience in delivering digital products, platforms and campaigns for leading brands in an international environment. He is currently a Product Manager with Nike, with previous stints with brands such as Heineken. He has also been a consultant and is the co-founder of GiftShift, a solution for non-profit organizations to enable easier donations from supporters.

Tune in to hear: 
- Lessons John learned from aligning multiple operating companies across the globe on martech and processes.
- His experience at Heineken and whether it was all B2C or a mix of B2C and B2B? 
- What impact he thinks came from the dynamics of a global company - global vs local, global vs regional and related implications on skills and capabilities?

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On today's episode, we talk about the art and science of email deliverability with CEO & Founder of CyberData Pros, Chris Arrendale. Chris is a privacy, data security, and compliance professional with a proven track record of accomplishment for enhancing organization practices, while focused on revenue growth. Before starting CyberData Pros, Chris has started multiple consulting companies and advises with several other companies on all things deliverability. He started his career with Silverpop helping clients with deliverability challenges. Chris is a sought-after expert, author and speaker.

Tune in to hear: 
- Chris talk about the relationship between deliverability and privacy/compliance/legal policies and practices? 
- His suggestions on how listeners can keep up with the changing legal/regulatory landscape, and how they will know when or if they should make changes. 
- The best practices for managing regional opt-in (global standard vs regional variations, etc.), and how important double opt-in or other similar approaches is.  
- How to monitor deliverability and reputation
- Whether there are any distinctions between B2B and B2C as it relates to deliverability and compliance and what the major differences are.

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On today's episode, we are joined today by Dave Rigotti to talk about Marketing Ops in Product Led Growth (PLG) organizations. Dave is the CEO and founding team member of Inflection.io, a startup developing software for marketing teams at product-led companies. Previously, Dave was a Director of Marketing at Adobe, responsible for account-based marketing supporting Marketo and Magento. Dave made his way to Adobe via two acquisitions. First, he was the VP of Marketing at Bizible. Bizible was acquired by Marketo, which was subsequently purchased by Adobe in 2018. Prior to Bizible, Dave spent nearly 5 years at Microsoft introducing Bing and Bing Ads to the world.

Tune in to hear: 
- Major trends that are happening in PLG.
- Dave walks listeners through how MOPs and marketing are different in PLG compared to traditional GTM.
- What skills are needed in marketing and MOPs to be successful in a PLG company.
- Lessons that non-PLG marketers or MOPs professionals can apply to their “traditional” business.

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In this episode, we talk about the rising importance of Marketing Ops with Tim Parkin, President of Parkin Consulting. Tim is a consultant, advisor, and coach to marketing executives globally. He specializes in helping marketing teams optimize performance, accelerate growth, and maximize their results. He is a speaker, author, and thought leader who is featured frequently in industry publications. 

Tune in to hear:
- Why Tim think Marketing Ops should be a senior/VP level role.
- Why Marketing Ops is more about People and not technology or some other element typically associated with Ops. 
- What Tim means when he says Marketing Ops is not a "role."

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On today's episode we talk  about the broken nature of (Marketing) project management with Amara  Omoregie, President of amaraREPS.

Amara Omoregie has an inbound sales and marketing agency, amaraREPS, and is a speaker. With a passion for using her expertise and strategic approach from working with and supporting a vast number of companies, including Fortune 500 businesses, to build startups and small businesses, she’s been able to help companies generate and raise millions of dollars in capital through investment and product/service sales.

Her vision is to create an environment where entrepreneurs and businesses can obtain top quality sales, marketing/revenue operations, and implementation support, but can also have access to resources and education for the latest marketing and business development best practices that they need to employ for their innovative brands and products. 

Tune in to hear: 
- An overview of Amara's career, what led her to start your business and why she has a passion for project management. 
- Major lessons she's learned about streamlining product management and project management. 
- What Amara means when she says, “marketing project management is not just about systems, it is more about data and data management.”
- Suggestions she has for listeners who are facing challenges with impact of discipline (or lack thereof) on data, SLAs,  on a marketing or marketing operations team’s ability to execute efficiently. 

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In this episode, we talk How to Elevate Marketing Ops from a CMO's Perspective with Kyle Lacy. Most recently, Kyle was the SVP of Marketing at Seismic after Seismic acquired Lessonly, where Kyle was the CMO. Kyle has held several marketing leadership roles at several different companies. In addition, Kyle is an advisor to several organizations, a speaker and author of three books [this is something I just learned]. And, I think it is safe to say that Kyle believes in the power of community to accelerate careers. 

Tune in to hear: 

- Kyle's experiences working with different Marketing Ops teams, whether there were there lots of similarities in structure/size, and how he viewed those teams from a marketing leadership perspective. 
- How he thinks most Marketing Ops teams are perceived by their marketing leader (or executive team) and why?
- What advice would he give to Marketing Ops professionals to be more involved with marketing strategy and planning. 

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In this episode, we talk with Omair Izhar to talk about what it is like working in Marketing Operations in Europe, especially with a US-based company. Omair is currently the Head of Marketing Operations and Technology at Ably. Prior to that, Omair had several roles in Demand Gen, general Marketing and Marketing Ops roles. He has also worked for Oracle / Eloqua.

Tune in to hear: 
- His experience working in MOPs in Europe vs other regions such as the United States) and what do he sees as the major differences between Europe and the US (or other regions).
- What he has found to be effective in managing global teams dispersed in several regions. 
- How Omair's roles evolved and expanded over time and how did he's gotten support to increase his scope of responsibilities.

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In this episode, we talk about  we are joined by AJ Valles to talk about his journey in different Marketing Ops roles. AJ is currently Senior Marketing Operations Manager at Saviynt. Prior to that he has worked in marketing operations and marketing technology consulting as well as in-house roles. In addition to his “day” job, AJ is also a sports enthusiast and is an NCAA basketball official. 

Tune in to hear: 
- AJ's experience with In-house vs consulting and he how would describe the similarities and differences between the two. 
- How his experience prior to Saviynt set him up for success in his current role. 
- How AJ went from zero to one in a company with no Marketing or Revenue Operations.

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In this episode, we talk with George Xing (Shing), Co-founder and CEO of Supergrain, a customer engagement platform. Prior to founding Supergrain, George held multiple roles at Lyft, including Director, Head of Decision Science Products and was a data scientist at Indiegogo. Before that he was a Fixed Income Analyst with Morgan Stanley.

Tune in to hear: 
- George's career journey and how it led to starting Supergrain. 
- Why he describes Supergrain as a warehouse-native solution for marketing / marketing ops. 
- Trends that George is seeing in the Martech / Revtech space and how the Supergrain solution aligns with these technology trends.

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In this episode, we talk with four marketing operations experts, each to talk about one of the major marketing automation platforms. Lara Black is currently Director of Marketing Operations at ExtensisHR and is a Pardot Pro, AJ Navarro is currently a Packaged Technology Operations Consultant with Shift Paradigm and is a Marketo Pro and George Samaras is currently Director of Marketing Operations and Technology at Coveo and is an Eloqua Pro. Mike Rizzo is currently CEO & Founder of Marketingops.com and is a HubSpot Pro. 

Tune in to hear:
 - Each expert tell us what they are most excited about in terms of recent changes or announcements from each platform.
- What is each  of their companies is doing to engage with the marketing operations community.
- If there are any features that the user community is looking for that the vendor has not prioritized the way they have hoped.

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In this episode, we talk with Frank Cowell, most recently the CEO of Digitopia Agency, an inbound digital marketing agency with a proprietary methodology. Frank founded what is now Digitopia in 2004, and has evolved the agency from primarily website development and internet marketing to a digital marketing agency. Prior to founding his first agency, Frank worked in Sales and Marketing with Tandy, AT&T, and other technology companies. He is a Veteran of the United States Marine Corps and regularly volunteers his talents to the San Diego AMA, while mentoring young people in the areas of strategy, sales, and marketing.

Tune in to hear: 
- What he means by the Growth Engine Concept and how it applies to our audience of operations professionals. 
- His distinction between “Operations” vs “Ops” and the confusion of the terms.
- How he differentiates between an Operating manager (COO) vs an Operations Manager.

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In this episode, Ops Cast Co-Host Naomi Liu leads the talk about all things women including superpowers and advocating for leadership. She is joined by guests Kacyn Goranson, Vivian Chan, and Leah Miranda. 

Tune in to hear:
- Their Super Hero origin story and subsequent super powers.
- The differences between the way women approach problem solving in the workplace?
- Why female leadership matters to them.
- Female leaders / role models they look up to  and why.

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In this episode, we talk with Jay Schwedelson, the founder of SubjectLine.com which is the leading free subject-line rating tool ranked in the top 1% of all websites worldwide. Jay is also the president and CEO of Worldata Group, a multi-brand marketing services company whose portfolio includes Subjectline.com, Outcome Media and Guru Events which puts on the GURU conference, the world’s largest email marketing event. He has keynoted and presented for more than 50 organizations and has been named to Crain’s Top 100 Industry Leaders for 10 consecutive years.

Tune in to hear: 

• His opinion on the overall state of email marketing is compared to other channels. 
• Some of the most common challenges he hears from marketers when it comes to email marketing and if the issues are different for B2B vs B2C marketers. 
• Jay’s suggestions for some simple and quick tweaks to improve open rates for email campaigns. 
• What he thinks are the best days, times or frequencies for sending emails?

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We're taking a look back at the top trends for Marketing Ops in 2022 and discussing what we think 2023 will hold. 

Tune in to hear about the top-performing episodes, what we believe your key listens should be, and what we have in store for 2023. 

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In this episode, we talk with Shikha Pakhide about the impacts of the ever-growing Martech landscape. Shikha is currently Global Marketing Director with X0PA AI, a B2B SaaS platform to improve the hiring process. Prior to joining X0PA AI, she held several general marketing, product management and leadership roles. She is passionate about Go To Market strategy, Brand Awareness, Account Based Marketing, Account Based Experience and Demand Generation. Shikha has been recognized as the Most Innovative Martech leader by the World Marketing Congress. She is an active member of CMO Alliance Community and CMO Council.

Tune in to hear:
- Shikha's exposure to Martech tools and platforms and her take and experience with the overall growth of martech tools. 
- What she sees as the biggest challenges as a marketer with the Martech space. 
- Lessons or guiding principles she has learned and applied when thinking about how data flows between applications/platforms, and the downstream impact on analytics.
- How the challenges with data and analytics affect Shikha's ability to articulate the ROI (or benefits) from investing in Martech or programs.

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On this episode, we talk with our first returning solo guest, Lorena Morales In this series we want to talk with our guests about how Marketing Ops can work (better?) with other Ops functions.  Lorena is currently a Revenue Operations Executive at JLL Technologies. Prior to that, she has held several Marketing and Operations leadership roles. She is also currently on the advisory board with Syncari and is an active member of several communities, including Women in Revenue.  

Tune in to hear: 
- What she thinks are some things Marketing Ops professionals can do to better work with the other Ops functions - in particular Sales Ops, if they are having challenges?
- Given the recent cuts at several tech companies, Lorena gives her opinion on  where the trend to revenue operations seems to be strongest and whether the trend toward that will accelerate or decelerate.
- If she thinks there is a way to measure how well different Ops functions at a company are working together. 

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In this episode of Ops Cast, we discuss what has been happening across the landscape of Marketing Operations. We all take a breath for a moment and realize just how crazy it has been.

Details about MOps-Apalooza and the journey the team at MarketingOps.com has been on is shared -- Most importantly, the scheduling difficulties for the agenda and what happens with "Summer Camp" are addressed. 

Bonus:
Tune in to this episode to hear our special guest "Mickey" (Mike did an impression and now it's out there in the world forever, sorry Mike no takebacks!)

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In this episode, we talk about how to continuously learn and grow in Marketing Ops with Raja Walia. Raja is the founder and principal consultant of GNW Consulting, a marketing automation and CRM consulting company. GNW is the latest in a series of marketing, marketing operations and marketing automation consulting organizations.

Tune in to hear: 
- What has kept Raja in Consulting vs. In house. 
- What he sees as the commonalities and differences between B2B, B2C, B2S marketing. 
- How Raja keeps up with the things happening in the industry while also delivering his projects with clients?

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In this episode, we talk with Scott MacGregor about learning how to learn. Scott is the Founder of CXM Consulting Canada, a Marketing Technology and Revenue Operations consulting firm. During his career, Scott has held multiple leadership positions in and around revenue operations and marketing (and related) technology. He has also been in marketing and internet marketing roles.

Tune in to hear: 
- How Scott keeps up with and figured out technology early in his career. 
- How he "learned how to learn" and how valuable it is in today's world. 
- What he sees as the biggest or most common skill gaps in marketing, marcom, and Ops. 

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In this episode, we talk about  Marketing Chief of Staff roles with Chloe Washington, Ragen Dodson, and Jim Williams. Chloe Washington is currently Chief of Staff to the CMO at Hubspot. Prior to joining Hubspot, Chloe has held several project management and operations (both Sales and Marketing) roles, and some leadership roles. She is also PMP certified. Ragen Dodson is currently Director of Marketing Operations and Analytics at Axonius. Prior to joining Axonius, Ragen has held several Marketing Ops roles, Marketing and Finance roles, and she had her own agency. Jim Williams is currently the CMO of Uptempo.io. Jim has held previous CMO and marketing leadership role - including Eloqua - as well as roles in public relations.

Tune in to hear:
- What the definition of what a marketing Chief of Staff is.
- How is a marketing Chief of Staff role different from “traditional” Marketing Ops, and what our guests see as the major differences in scope and skills.
-  How this kind of role fits into a career path for marketing ops.
- What skills and experience are most important for a CoS and why? 

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In this episode, we talk with Scott Vaughan about how to maximize the relationship between marketing ops and the CMO. Scott is currently a Fractional Executive & GTM Advisor to CXOs & Investors at Vaughan Go-to-Market Advisory - his own advisory/consulting business. Prior to that Scott was the Chief Growth Officer and CMO at Integrate. Scott was also CMO at UBM TechWeb and has held other marketing leadership roles in other industries. Scott is a prolific writer and speaker about marketing, leadership and business.

Tune in to hear: 

• What the best marketing ops leaders and teams do to help their CMO.
• What skills and experience are needed to reach the CMO role. 
• Listen to Scott talk about the common or potential career path for marketing operations professionals to CMO and how can our listeners set themselves up to move up. 
• What Scott meant when he mentioned learning to step outside of marketing - understand customer journey, etc.

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In this episode, we talk with Andrea Lechner-Becker and Drew Smith about attribution reporting. Andrea is currently the Head of Marketing at Toolio. Prior to Toolio, Andrea worked in consulting, and was CMO of Shift Paradigm. Drew is currently Founder and CEO of Attributa, a consulting firm that specializes in attribution and marketing analytics. Prior to Attributa, Drew worked in both consulting and in-house marketing roles, including time with LeadMD.

Tune in to hear:
-  What tools and platforms that excite Drew about the future of attribution reporting.
-  Both Andrea and Drew's perspectives on how they think attribution fits into the overall measurement of marketing and marketing’s effectiveness.
-  Whether they think attribution reporting will continue to be a hot topic for the foreseeable future.

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In this episode, we talk CMO-Ops role with returning guest, Raja Walia. Raja is the founder and principal consultant of GNW Consulting, a marketing automation and CRM consulting company. GNW is the latest in a series of marketing, marketing operations and marketing automation consulting organizations.

Tune in to hear:
 
- What Raja means by "CMO Ops."
- How differentiates these roles from “traditional” CMO roles or marketing ops roles.
- Raja elaborates on how this could be a fractional role and talks about what he thinks the scenarios are where the "fractional" CMO role would work well vs those that would not?

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In this episode,  we talk with Sylvain Giuliani about how Marketing Ops pros can take advantage of the increasing importance of first-party cookies. Sylvain is currently Head of Growth at Census, a reverse ETL provider. He is also an active member of several communities, primarily in the revenue space. He is also an investor and mentor with experience at several startups - as a founder and leader.

Tune in to hear: 
- The state of things with first-party vs third party / intent data; and, the trends/impacts on the ease of capturing and quality.
- How Sylvain approaches the challenge of the importance of identifying customers’ preferred communication channels to optimize spend/effort.
- How Marketing Ops teams can leverage this insight to strategically collaborate with other marketing teams (demand gen, ABM, etc.) - specifically as it relates to access and understanding of data. 

To contact Sylvain on LinkedIn, click this link to his profile: https://www.linkedin.com/in/sylvaingiuliani/

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Today we will be talking about the concept of a maturity model for Marketing Ops and the skills MOps pros need with Simon Daniels. Simon is currently Principal Analyst for Marketing Operations Strategies at Forrester where he does research and delivers guidance and advice to clients. Prior to joining Forrester, he has held several Marketing Operations leadership roles both in-house and as a consultant. He has also co-hosted another podcast called What’s MOps Got to do With it?

Tune in to hear:
- Simon's perspective on what is needed to build and upskill a MOPs team/department.
- Whether he thinks all the principles of the maturity model apply to companies of different sizes / stages.
- What he sees as the career paths for Marketing Ops leaders? Rev Ops? Chief of Staff? CMO? 

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In this episode, Paula Gorman talks with us about the importance of project management and program management. Paula is the Owner of Lift Group, the consulting firm she started that is focused on operational improvements & digital transformation to support organizational efficiency and scale. She has also held leadership roles in customer success, implementation, and project/program management. 

Tune in to hear: 

• How Paula thinks about / approaches the concept of different levels and/or dimensions for project and program management. 
• Her best practices for managing projects and whether the type of project or domain has an impact.
• When Paula thinks is time to consider adding a project manager to an Ops team or for specific projects. 
• Paula’s suggestions on how to ensure better alignment when it comes to connecting these initiatives to overall organizational goals and objectives.

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In this episode, we discuss Vivi Gehan's interesting career journey to Marketing Ops.  Vivi is currently Vice President of Operations with Digital Pi (a part of Merkle). Prior to that, she held several other roles in Marketing and Marketing Ops, both in-house and with consultancies, including LeadMD. She is also a member of Mensa!

Tune in to hear - 
-  Vivi's transition from doing events to ending up in Marketing Ops. 
-  Challenges she faced during her transition from in-house marketing to consulting. 
-  Some key transitions, or people,  along the way that had a major impact on her career journey. 
- How Vivi thinks about the skills she gained from past positions and applied those transferable skills for getting and succeeding in new roles.

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In this episode, we have our first discussion about the intersection of Generative AI and Marketing Operations. Joining us for the conversation is Paul Wilson, Chief Strategist of GTM Systems, a consulting company focused on reinventing the intersection of marketing, sales, and customer success operations. Prior to starting GTM Systems, Paul held several senior leadership roles in Marketing Operations and Marketing Technology, including One Trust, Salesforce and Slack, among others. He has also been involved with Sales Operations and, at one point, was in sales. He is also an advisor to some startups.

Tune in to hear: 
- Why Paul thinks Marketing Operations professionals are the innovators to lead the generative transformation of GTM.
- What he sees happening in the next few years with technologies. 
- What MO Pros should be doing to prepare themselves and their teams/organizations for the new landscape. 

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In this episode, we talk about building a Marketing Ops portofolio with Joy Martinez, Senior Director of Marketing Operations with CS2 a consultancy. Joy was a 2022 Marketo Champion, Marketo Certified Solutions Architect, and 8x Marketo Certified Expert. With almost 20 years of experience in marketing – both in-house and consulting – and the last 12 of those specifically in marketing operations, Joy brings a breadth and depth of experience in areas such as marketing operations strategy, business process, attribution and funnel reporting, MarTech, Marketo implementations, demand generation, ABM and more. Joy is also a founding member and ambassador for MarketingOps.com. Joy is passionate about strengths-based development, instructional design & training, and enjoys coaching and mentoring the next generation of MOps leaders.

Tune in to hear: 

• How Joy got into Marketing Operations. 
• Her recommendations on how to start developing a portfolio. 
• Her passion for Mentorship and how it’s affected her career. 

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In today’s episode, The Ops Cast hosts Michael Hartmann, Naomi Liu, and Mike Rizzo dive into a detailed recap of MOps-Alooza 2023. This episode offers an engaging discussion that reflects on the highlights, key learnings, and memorable moments from the event. The trio shares their personal takeaways, emphasizing the innovations and strategies that stood out. They also engage in a lively conversation about attendee feedback and suggestions that could shape MOps-Apalooza 2024. Whether you're a marketing operations professional or just curious about the latest trends in the field, this episode provides valuable insights and a peek into the future of marketing operations. 

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In today's episode,  we talk about Adaptive Personalization with Tony Ferreira, currently Senior Growth Director at WillowTree, a conultancy/agency. He is primarily responsible for the growth of their Adobe Practice area. Tony has 15+ years in technology, marketing, data, strategy, ecommerce, and product ownership experience. Prior to joining WillowTree, Tony has held various leadership and management roles in agencies/consultancies and in house. He is an avid consumer of content and is always looking for ways to apply it to his current roles and teams.

Tune in to hear: 

1. Tony discusses his career journey, highlighting the influence of his coaching experience at a school on his approach to Marketing Operations.
2. He explains the concept of "Adaptive Personalization" in marketing, as discussed in his recent LinkedIn post.
3. Tony differentiates between "Adaptive Personalization" and the often-heard term "personalization at scale," clarifying their meanings and applications in marketing.
4. He explores the feasibility and reality of real-time personalization in both B2B and B2C sectors, leveraging tools like Adobe's suite for unified account profiles.

This episode was originally inspired by this LinkedIn post by Tony.

Blog posts written by Tony mentioned in this episode:
Navigating Marketing Operations: Insights from a MarTech Professional.Why Marketing Ops Should Have Its Own Seat at the Table

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Welcome to a special milestone episode of Ops Cast! We're celebrating our 100th episode, and we're thrilled to have you join us on this journey. While there might be more than 100 episodes in our feed, this feels like a significant moment as we approach three years of this podcast adventure.

But that's not the only reason we're excited today. In this episode, we have the privilege of speaking with Shivina Kumar, the Director of Brand & Communications at CompStak. Shivina has had a remarkable career journey, holding various leadership roles in marketing, branding, and operations. She's also a guest lecturer and has published multiple papers about the marketing ecosystem.

Tune in to hear: 

• Shivina's career journey and how she obtained a patent.
• The transformation of branding from a qualitative concept to achieving "attribution" in branding.
• The use of full funnel metrics by branding teams, including the types of metrics they focus on, benchmark establishment, and ongoing measurement.
• The ABM Impact graph and its significance for the audience, along with practical applications.
• How metrics inform decisions regarding tactics in GTM, goal setting, and the methodology used for campaigns/initiatives, including the alignment with Sales and Finance.

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In today's episode, we talk about the importance of Finance Knowledge for Marketing Ops pros with Jaime Garza, currently Senior Manager, Marketing Operations at SolarWinds . Prior to joining SolarWinds, Jaime has had in-house roles in Marketing Operations, Marketing Program Management and as a founder. He co-founded a company in the real estate media industry. Jaime is also a veteran of the US Army Green Berets and the Texas Army National Guard, where he served in combat and trained other military. 

Tune in to hear: 

• Jaime's career overview and how he ended up in Marketing Ops.
• The importance of finance knowledge and what Jaime learned during his MBA.
• Managing the full marketing budget and the lessons learned from that experience.
• Recommendations for pitching projects internally, emphasizing the importance of finance as a universal business language, and the impact on reporting and analytics in attribution and influence reporting.

Some statistics knowledge can be helpful on your journey to learning more finance, if you are interested, take the Stats 101 Course for Marketing Ops taught by Camela Thompson.

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In this episode, hosts Michael Hartmann, Naomi Liu, and Mike Rizzo,  reflect on reaching a significant milestone of publishing 100 episodes. They discuss their surprise at the podcast's success and its impact on listeners. They highlight the diverse global audience and share interesting statistics about their listeners' locations.

The hosts also discuss the uniqueness of podcasting as a medium for connecting with others and how it allows them to meet and learn from various experts and professionals. They touch on the challenges of podcasting, such as limited data insights and the lack of a structured theme. Finally, they hint at the possibility of upcoming themed episodes focused on go-to-market strategies and managing expectations in marketing operations.

Tune in to OpsCast for an insightful and unscripted conversation with the hosts as they celebrate their podcast's achievements and share their future plans for the show.

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In today's episode, sharing her story is Jenn Steele. Jenn is an entrepreneur, CEO, and founder with a solid track record in the fields of marketing technology and startups. With over a decade of executive experience, Jenn has consistently demonstrated strategic leadership and go-to-market skills that have led to outstanding outcomes. After successfully turning around and selling Kissmetrics in 2023, she is currently founding another company in the martech space. 

Her journey includes roles such as CEO at Kissmetrics, Vice President of Marketing at Reprise, Chief Revenue Officer at ORSNN, Chief Marketing Officer at Madison Logic, and Vice President, Product Marketing at Bizible. She started her marketing career at HubSpot in 2009 as one of the first hundred employees.

Tune in to hear: 

• Jenn share insights on her experiences with Marketing Operations (Ops) teams across different roles, highlighting how her perspective on Marketing Ops has evolved and varied depending on her position, and how it has changed over time.
• As a former CMO and current CEO/founder, Jenn outlines her approach to building a marketing organization, emphasizing the timing and importance of integrating Operations and the early focus areas for the Ops team.
• The conversation delves into Jenn's transition from marketing to entrepreneurship, exploring the motivations and influences behind her decision to start new ventures in the marketing space.
• Jenn reflects on pivotal moments and key figures in her career, discussing how certain decisions and individuals have significantly influenced her current success and providing final thoughts on her journey and advice for others.

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In todays episode, we talk about the coming (maybe already here) Martech Supercollision, joined by the one and only Scott Brinker.  Scott has always been fascinated by the intersection of technology platforms and ecosystems and marketing strategy and operations. He has been called the "godfather of martech" by AdAge, has been analyzing marketing technology and its impact on marketing organizations for more than 16 years as the editor of the chiefmartec.com blog. He serves as VP Platform Ecosystem at HubSpot, helping to grow and nurture the company's community of technology partners. He also authored the best-selling book Hacking Marketing and co-authored the best-seller The New Automation Mindset.

Tune in to hear:

1. Scott discuss the unexpected growth of the Marketing Technology (Martech) Landscape since its first iteration. He reflects on how the list of vendors has expanded significantly by 2023, exceeding initial expectations.
2. Key Themes in Martech: The episode delves into three major themes identified by Scott: Data, Composability, and AI. Each theme is discussed in detail:
   • Data: Covers the evolution of data integration, the concept of a continuous data integration "flywheel," the debate between consolidation vs. aggregation, and the idea of fragile vs. anti-fragile systems.
   • Composability: Focuses on the changing role of software developers, the blend of packaged and custom software, the democratization of software development (including "citizen coders"), and the shift from Big Data to Big Ops.
   • AI in Martech: Discusses the balance between quality and quantity in AI applications, the potential for AI/ML to automate advanced use cases, and the concept of "Martec’s Law" related to the pace of technological change and organizational adaptation.
3. Scott gives his predictions about significant changes expected in the Martech landscape by the end of 2024, exploring how current trends might evolve and become more mainstream in the field.

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This episode is the first of a series we are working on to educate our audience about some emerging Go-to-market approaches, and to provide guidance on how you, as a marketing ops professional, can be an enabler for these GTM approaches. 

In today's episode, we will be talking with Justin Gray about Nearbound GTM Strategies. Justin is an award-winning 5X entrepreneur who has made a career of launching and scaling companies and guiding them to successful exits of over 250MM. In 2018, Justin started angel investing to make strategic investments in founders he believes in and is currently a Limited Partner in several Funds.

He is now Co-founder and Managing Director of In Revenue Capital, where he couples GTM expertise with venture funding to empower Seed stage founders and their startups, through a first of its kind model called Operator-Immersive capital.

Justin is a strong voice for pragmatic entrepreneurship, Partner-Led Growth, and building intentional performance culture. As a recognized speaker and thought leader, Justin has presented at top industry conferences and has been published over 500 times in publications.

Tune in to hear: 

• Justin introduces the concept of Nearbound GTM strategy, discussing its definition and implications.
• He outlines the key market drivers that prompted his team to adopt the Nearbound approach.
• Justin emphasizes the importance of building relationships across the organization for successful implementation of Nearbound strategy.
• The conversation delves into the impact of Nearbound approach on talent identification, hiring, and retention, questioning whether the current models are adaptable to this strategy.

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Prepare to delve into the transformative world of marketing efficiency with a minimalist approach—an attainable reality we're excited to explore. In this episode, we are honored to have Colton Slauson from Sendoso as our esteemed guest. Together, we navigate the nuanced art of simplification and optimization within marketing operations. Colton, who began his journey as an intern making memorable missteps with 'Marketo,' has ascended to the role of Senior Marketing Operations Manager, epitomizing the principle of achieving more with less. His trajectory offers invaluable insights into automating routine tasks, streamlining processes, and effectively integrating Sendoso and Alice, all while leading a lean yet impactful marketing operations team.

Many professionals can relate to the challenge of managing competing priorities akin to a performer without a net. This episode offers a behind-the-scenes look at the delicate equilibrium between satisfying customer expectations and fulfilling internal objectives. Through our dialogue with Colton, we illuminate the importance of communication in maintaining alignment with sales teams and making decisive judgments on project priorities. Our discussion also includes a humorous anecdote about a VP's content notification request, illustrating how a simple query can unravel complex issues.

Moreover, this episode goes beyond storytelling to provide actionable insights. Managing a diverse marketing technology stack is often compared to herding cats, yet we break down strategies for mastering this complexity with a streamlined team. Additionally, we redefine the allure of documentation, emphasizing its role not just in procedural accuracy but also in compliance with privacy regulations and enhancing team cohesion. We advocate for a culture of curiosity, underscoring how an inquisitive disposition and engagement with the broader marketing community can propel professional growth.

Join us for an enlightening conversation that promises to elevate your approach to marketing operations. Tune in to this episode to revolutionize your marketing strategies and operations.

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In this podcast episode, we delve into the complex world of marketing operations with the expertise of Dani Worthman, Director of Marketing Operations at Headspace. Dani shares her professional journey, which intersects with the critical importance of mental health within the demanding landscape of marketing operations. Her journey, from a background in neuroscience to leading a marketing agency and eventually embracing a strategic role in a corporate environment, provides a unique perspective on balancing mental well-being with professional demands.

We explore the concept of work-life balance as a dynamic pursuit rather than a fixed state, drawing on experiences from our own Mike's foray into freelancing. Dani offers invaluable insights into leading a team while prioritizing mental health, emphasizing the role of trust in preventing burnout. The discussion acknowledges that achieving balance requires ongoing adjustment and a strategic approach to the challenges of marketing operations.

The episode also addresses practical aspects of marketing operations management, from adopting agile methodologies to integrating IT-inspired documentation practices. These strategies aim to enhance communication and organizational structure, thereby reducing the stress associated with roles in marketing operations. We discuss the importance of allocating time for strategic planning and agile response to unforeseen challenges, offering listeners actionable advice for optimizing their marketing operations team's efficiency.

Join us for a thought-provoking conversation that serves as a guide for professionals seeking to improve their marketing operations while maintaining a focus on mental health and well-being.

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In today's episode, we embark on a journey to explore the intricate world of hiring contractors and agencies in the marketing revenue ops space. Inspired by a thought-provoking LinkedIn post, this discussion dives into the nuances and strategic decisions facing leaders today. Our special guest, Jessica Kao, Senior Director of MarTech at CloudFlare, shares her exceptional transition from cancer biology to marketing analytics, highlighting the unexpected parallels between predictive cancer modeling and forecasting marketing outcomes. Jessica's story is not just about career transformation; it's a testament to the power of data storytelling across diverse fields.

Join us as our host Michael and Jessica unravel the complexities of assembling a powerhouse Marketing Ops team, touching on the critical choices between full-time employees, contractors, and agencies, and the strategic use of offshore resources. With over a decade of experience, Jessica lends her insights into crafting a team that not only builds but thrives in the sophisticated landscape of marketing infrastructures.

Furthermore, the episode delves into the art of partnership and resource management, offering a candid look at evaluating agency relationships and mitigating risks. From navigating RFP processes to understanding the essence of successful collaborations, learn how to discern the right agency fit and manage project capacities like a pro. Jessica rounds off the discussion with an invitation to connect further and a teaser of her upcoming talk at the Adobe Summit, promising to demystify the jargon clouding executive conversations.

Tune in to this episode for a treasure trove of insights that will sharpen your Marketing Ops acumen, presented in our signature friendly, clear, and concise manner. Whether you're just starting in marketing operations or leading a team at an enterprise level, this conversation is filled with valuable takeaways to help you navigate the hiring landscape and optimize your Marketing Ops squad.

Check out the LinkedIn post here: https://www.linkedin.com/posts/mikedrizzo_marketingops-revops-marketingoperations-activity-7140490673287233537-ktv_/?utm_source=share&utm_medium=member_desktop

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Explore the transformative power of lean methodology in the marketing realm with Rutger Katz, a luminary in digital strategy and a maestro of marketing technology. With Rutger's rich background in neuroscience and an impressive journey from Capgemini to pioneering consultancy, we dissect the application of lean principles to the fluid and dynamic world of marketing. Uncover how to craft strategies that resonate with a customer-centric approach, distill the essence of purpose, process, and people, and effectively manage resources to carve a lasting impact in your industry.

Venture into the trenches of operational efficiency as we unravel the three P's of lean methodology that are revolutionizing marketing operations. Hear a compelling case study from a food relief organization, where lean thinking transformed their operations, and discover how tools like the Hoshin Kanri framework and the Kano model can fine-tune your strategic alignment and customer experience efforts. This knowledge-packed exchange promises to equip marketing professionals with the prowess to prioritize work and manifest their value within any organization.

Embrace the spirit of Kaizen for continuous improvement and witness how incremental enhancements are key to triumph, as illustrated by the success stories from the Tour de France. Learn how the "Five Whys" and "Fishbone Diagram" can be leveraged to dig deep into the root causes of challenges and inspire a culture of self-motivated growth. This episode isn't just about refining processes; it's about steering transformational change and propelling your team towards victory—one small, calculated step at a time.

Resources mentioned during the episode:

1. Applying Lean Methodologies in Marketing Presentation
2. LinkedIn Post - Lean: StreamliningMarketing and Revenue Operations

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Unlock the mysteries of marketing ops with Rachel Squire, a former math teacher turned marketing maven, making waves in the world of Marketo and data-driven solutions. Our discussion peeks into Rachel's remarkable transition from academia to the forefront of marketing analytics, offering a fresh perspective on the value that a strong analytical mindset can bring to the marketing table. Her insights reveal not just the unexpected paths one can take toward a career in marketing ops but also the essential analytical prowess required for success in the field.

Ever wondered how the modern sales funnel bends and twists in response to today’s well-informed customer base? Rachel and I dissect the evolution of buyer behavior, especially within the B2B SaaS landscape, where traditional models like the serious decisions model are being reshaped. We reflect on our own buying experiences to underscore the trend of vendor independence and the importance of adapting sales strategies to keep up. This dance between old and new requires finesse and an ability to forecast not just sales figures but also shifts in customer dynamics.

In a candid exchange, we tackle the challenges lurking in the data management corridors of sales teams, emphasizing resilience and the need for clear, reliable sales metrics. The conversation then moves towards the transformative power of AI and machine learning in honing marketing metrics, pulling back the curtain on how these technologies can revolutionize early-stage funnel predictability and accountability in marketing. Join us as we fuse Rachel's astute analysis with real-world examples to illuminate the path to marketing operations excellence.

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Prepare to unlock the secrets of combining Account-Based Marketing with Product-Led Growth as Julie Geller from Infotech Research Group joins us for an insightful exploration into harmonizing these powerful strategies. Our conversation kicks off with Julie's wealth of experience, from pivotal roles in company acquisitions to the forefront of marketing technology innovation. We pull back the curtain on ABM's transformation over the years, revealing how it has sharpened its focus on high-value accounts through personalized, intent-based marketing and discussing the hurdles that businesses face when implementing these data-driven approaches.

Venture into the operational world of ABM and PLG, where maintaining a clean database is not just recommended but essential for effective campaign customization. Julie and I dissect the struggles of selecting top-tier accounts amidst the chaos of unclean data and how PLG's user-centric growth methods offer a compelling contrast. By advocating for a blend of ABM's targeted precision with PLG's organic reach, we champion a strategy that aligns with the natural purchasing tendencies of today's savvy customers.

Finally, we wade through the nuances of buyer engagement with a focus on the art of personalized messaging. Julie illuminates how recognizing potential champions within organizations can be a game-changer, and we ponder the non-linear odyssey customers undertake, emphasizing the importance of crafting a customer experience that adapts to their unique journey. As we conclude, heartfelt thanks are extended to Julie for sharing her expertise, and we tease the promise of more illuminating conversations with future experts. Join us for a session that not only enriches your marketing knowledge but also empowers you to sculpt strategies that resonate with the heartbeat of modern customer dynamics.

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Embark on a journey through the intricate maze of marketing technology as Frans Riemersma, the brain behind MarTech Tribe, joins us to unravel the threads of hype cycles and their profound impact on the world of marketing innovation. Discover how these cycles mirror psychological models like the Dunning-Kruger effect and Kubler-Ross's grief curve, offering a fascinating glimpse into the way we, and the organizations we are a part of, come to grips with the relentless tide of new tech. If you're curious about aligning your tech investments with your actual needs, often finding that less is more, this episode is your treasure map to making informed, strategic choices.

Dive into the world where hype cycles intersect with marketing maturity models, and uncover where your company might land in the grand scheme of marketing automation and prowess. Frans guides us through the nuanced understanding of these maturity definitions, drawing from Carnegie Mellon University's framework, and how these cycles ripple through every level—from industry trends to individual experiences. We discuss the art of identifying the right project leaders and making strategic tech adoption decisions that navigate the crests and troughs of innovation. For those who aspire to lead the pack in the marketing technology race, this conversation is a lighthouse in the fog of industry buzz.

In our final chapter, we switch gears to the strategic elements of marketing operations and the undeniable power of data analysis. Learn how to reverse engineer customer journeys that magnify your company's value and why prioritizing client needs trumps the allure of shiny new tech. Frans imparts wisdom on the Blue Ocean Strategy and the art of aiming small to win big—ensuring your investments are not just expenditures but catalysts for success. If you've ever wondered how to make every dollar work for you, join us as we dissect the crucial elements of profitability and strategic questioning that can lead to your business's financial triumph.

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Prepare to redefine your marketing game as we join forces with Mark Kilens, the mastermind CEO of TAC, who brings with him a wealth of knowledge from Airmeet, Drift, and HubSpot Academy. Discover a treasure trove of tips for connecting with your audience on a human level, transforming go-to-market strategies that no longer just capture demand, but cultivate meaningful relationships. Get ready to find out how to infuse a human touch in your business interactions that will not just resonate but also generate revenue.

Throughout the conversation, we unwrap the art of storytelling in B2B marketing and how it can do more than just sell a product—it can build trust. Mark and I explore the potent combination of storytelling, relationships, and partnerships. These are the indispensable pillars that support a strong marketing structure, aligning perfectly with the evolved consumer behavior of today. Learn how to narrate the emotional value behind your product, focusing on the outcomes rather than just the features.

Finally, we venture into the collaborative landscape where integrated partner-led growth strategies come into play. From leveraging ComStore's GoToNetwork for smarter partnerships to adapting marketing strategies in accordance with macro market conditions, we cover it all. We also discuss the emergence of people-led growth tactics and how these can be powered by AI, while never forgetting the irreplaceable human element. Tune in, and be inspired by a blend of innovative ideas that could be the missing piece in your marketing puzzle.

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Discover the transformative strategies that are rippling through MarketingOps as I, Michael Hartman, am joined by the astute Mac Reddin, founder of ComSore/Community Club. Together, we tackle the emerging go-to-network models that are reshaping how we think about and execute marketing strategies. We're unpacking the essentials of human-centric marketing and the power of trust in building long-lasting customer relationships. Forget about the days of impersonal, sales-driven tactics—today's marketing is all about creating genuine connections that value people over simple transactions.

Dive into a conversation that merges the wisdom of experience with innovative marketing tactics, revealing the secrets behind successful go-to-network strategies. Mac and I share anecdotes and strategies that highlight the importance of creating a culture where marketing and sales teams foster deep connections with their customers. We explore the art of trust-building and the impact of salespeople who invest time in educating and supporting their clients, proving that the best tools are useless without the right mindset and skills to wield them effectively.

Wrap up your understanding of MarketingOps with our discussion on the need for new technologies to manage complex networks and the shift towards customer-centric engagement. We dissect the challenges of predicting revenue in an ever-changing economic landscape and probe into how varying generations of sales leaders are adapting to these changes. Our conversation will leave you pondering the roles of AI, automation, and the value of authentic relationships in the quest for marketing success. Join us for this episode, brimming with insights and strategies to navigate the evolving tides of marketing operations.

Ted Talk by Shawn Anchor mentioned during the episode linked here

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Ever wondered what it takes to leave the 9-to-5 grind and shape your destiny in the world of freelance marketing ops? That's exactly what we're unpacking with the dynamic duo behind EMMIE Collective, Lauren Aquilino and Sydney Mulligan. We don't just scratch the surface; we get down to the nitty-gritty of establishing a freelancing business, taking you through the unexpected hurdles and sharing the unspoken benefits of being the architect of your own career. From the essential cushion of financial security to the indispensable skill of nurturing client rapport, this episode is your freelancing field guide, stuffed with actionable advice for both budding and seasoned freelancers alike.

As we chat with Lauren and Sydney, we unravel the layers of their freelancing blueprint and how EMMIE Collective emerged as a beacon for marketing ops consultants. Discover how they tackled the common freelancer challenges, like isolation and the maelstrom of non-billable tasks, by banding together. This episode is about the power of collaboration and community in a field that can sometimes feel like a solo voyage. Join us for an honest conversation that reveals how strategic planning, and a blend of technical and soft skills, can harmonize your professional and personal aspirations.

To cap off our insightful session, we take a deep dive into the evolution of community knowledge-sharing and the art of personal branding in the freelancing sphere. Get a peek at the current freelance market dynamics and learn why consultants are now seen as a crucial service line item. Plus, discover why platforms like LinkedIn and Slack can be your greatest allies in showcasing your expertise. Whether you're contemplating a freelance leap or seeking to elevate your game, this episode is brimming with wisdom from those who've charted the course and now invite you to join the voyage.

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Ever wondered what ties the vibrant threads of a marketing campaign together? On our latest OpsCast episode, we're thrilled to have Jo Gruszka, the marketing operations wizard behind mo jogruszka, unravel this mystery with us. With a tapestry of experience that spans merchandising to overseeing operational programs, Joe stitches together an enlightening narrative on why project management is the quilt that comforts creative and operational teams, allowing them to shine. Her journey from industry expert to founder of a consulting firm that blends efficiency with a dash of magic reveals how vital project management is to the fabric of any marketing endeavor.

Picture this: a world where marketing maestros are bogged down by the weight of administrative tasks, their creative symphony reduced to a cacophony. That's the chaotic scene we examine with Jo's expertise, highlighting how a dedicated project manager can orchestrate harmony within the ranks. We recount tales of transformation, including a maternity leave cover that underscored the power of a finely tuned onboarding process. Our conversational loom weaves through topics like the debate over external project managers and the paramount role of a conductor who keeps the marketing ensemble in tempo to hit every note of success.

In a crescendo of shared wisdom, Jo conducts us through the must-have qualities for a maestro of project management. From the strategic placement in cross-departmental gatherings to wielding tools like Jira with finesse, we uncover the art of ensuring marketing and IT projects perform a seamless ballet. But it's not just about the baton they wield; it's the music they hear—relationship-building, proactive listening, and an intricate knowledge of the marketing rhythms—that marks an exceptional project manager. Join us for this harmonious exploration that's sure to resonate with anyone orchestrating their own marketing symphony.

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Could the acquisition of HubSpot by Alphabet spell a revolution or a step back for marketing automation? Join Naomi Liu, Mike Rizzo, and myself, Michael Hartmann, as we tackle this burning question. We dissect the ripple effects of such a corporate shake-up, drawing from historical tech giant acquisitions and project what it could mean for the innovative landscape of marketing tools. We don't just stop there; we also weigh in on the shifting tide towards bespoke marketing stacks, questioning whether the allure of customization outweighs the convenience of an all-in-one platform.

Strap in as we venture into the high-stakes realm of artificial intelligence and machine learning, and their profound impact on the tech world. Amidst discussions of composability and the democratization of development, we're bringing you firsthand insights into the complexities of creating custom solutions within large corporations. We consider the potential risks and rewards, from grappling with maintenance to protecting intellectual property, and ponder the scenarios that might compel a company to radically rethink its technological backbone.

Wrapping things up, we shift gears to the grassroots level, sharing a fascinating chat with a startup founder who crafted a nimble, homegrown tech solution during the lockdown era. We invite our hands-on listeners to share their tales of tech tinkering and celebrate the art of simplicity in technology. Your feedback is the heartbeat of our conversation, and we eagerly anticipate the diverse viewpoints and experiences you'll bring to the table. Tune in for an episode that's set to challenge and refine your approach to technology in marketing and sales.

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Embark on a journey through the world of MarTech consulting with us, Courtney McAra and Grant Gregorian. Together, we peel back the layers of our industry, revealing the triumphs and trials that come with the territory of being consultants. Tapping into our personal stories, you'll hear firsthand the challenges we've faced and the exhilarating sense of freedom that comes from striking out on our own. Whether you're a seasoned consultant or a fresh face in the field, our candid conversations promise a trove of knowledge to empower your career path, packed with actionable insights and a supporting community touch.

In the spirit of sharing and support, we delve into the essentials of launching your consulting enterprise, touching on the often-overlooked legal intricacies and financial considerations. Our episode traverses from the practicalities of finding your footing with pricing strategies to the discipline of managing remote work—especially timely given the current global landscape. With Grant adding his rich perspective to the mix, we bring to life the collective wisdom that underscores our consulting experiences. Tune in for a session that not only enlightens but also fosters the growth of a community eager to share valuable tips and support each other through this dynamic consulting journey.

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Struggling with the high-stakes demands of marketing ops, I recently found myself reflecting on the immense toll it can take on our mental health. But it's not all doom and gloom; in fact, my latest podcast is a beacon of hope, featuring Andy Mullings of Bluprintx, who joins me to share how feats like the National Three Peaks Challenge can fortify our mental resilience. Together, we trade stories of physical endeavors that underscore the intricate dance between mental well-being and physical health, advocating for the innovative ways in which tools like ChatGPT can underpin mental health support systems.

Mistakes in a regulated environment can feel like the end of the world, but they don't have to. Through a personal account, I reveal the vulnerability of a team member brought low by a single error and the importance of embracing those errors as invaluable lessons. Our conversation with Andy Mullings further enriches this narrative, as we discuss fostering a nurturing work atmosphere through tools like the Clifton Strengths assessment and the profound effect it can have on a team's spirit and success.

As we close our heartfelt discussion, we celebrate the power of routine, physical activity, and social interaction in maintaining mental equilibrium. From Brazilian Jiu-Jitsu to the simple discipline of daily walks, Andy and I explore strategies that help keep overthinking at bay and balance in our hectic lives. We don't stop there – we delve into the role of workflow automation in easing workplace stress and conclude with the undeniable truth that a supportive culture is vital not just for individual well-being, but for the overall health of an organization. Join us for this eye-opening episode that promises to enlighten and encourage.

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Have you ever wondered how the lessons learned from managing a theater stage can revolutionize marketing operations? Xander Broeffle, our esteemed guest and the Senior Director of Marketing Operations at CS2, shares his story, one that elegantly weaves together his experiences from a family foster home to the spotlight of stage management and into the strategic folds of marketing operations. This episode peels back the layers of Xander's career trajectory, revealing how the skills of caregiving and orchestrating theater productions have influenced his approach to marketing, strategic planning, and leading a team that's as dynamic as any cast of characters.

Strap in as we navigate the complex terrain of career transitions and dissect the essence of Account-Based Marketing (ABM) strategies. With Xander's guidance, we uncover the transferable skills that can catapult an engineer into an advisory board member and delve into the power of diversity in enriching professional environments. Our conversation takes a critical turn, challenging the relevance of ABM and its inconsistent application, urging a shift from a tool-centric to a strategy-centric mindset. Get ready to rethink the way you deploy ABM as we discuss the imperative of aligning sales and marketing for a winning go-to-market approach.

In our closing act, we focus our lens on the operational backbone that underpins effective marketing strategies. Xander advocates for the 'aim small, miss small' philosophy, highlighting how marketing operations professionals can transition from technical mavens to strategic architects within their organizations. He offers his wisdom on selecting target accounts and the iterative nature of campaign refinement, emphasizing the pivotal role of continuous analysis in ABM campaigns. This episode is a treasure trove for anyone looking to understand the scaffolding that supports impactful go-to-market strategies and the strategic alignment that drives success in marketing operations.

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Embark on a journey through the dual worlds of Tom Keefe—by day, a dedicated Director of Marketing Operations at Engagio; by night, a savvy MarTech consultant with an entrepreneurial spirit. This episode peels back the layers of moonlighting in the marketing tech space, as Tom generously shares his playbook for balancing a full-time career with the thrills and spills of consulting. From the meticulous establishment of an LLC to the intricate dance with tax considerations, he lays bare the essential steps for those who dare to tread the path of simultaneous employment and self-employment. Get ready to absorb wisdom on boundary-setting, the art of time management, and the cultivation of personal growth through customer interactions that only a seasoned professional like Tom could impart.

As the conversation waxes strategic, Tom dives deep into the economics of consulting, breaking down the pros and cons of retainer agreements and hourly billing with the finesse of an industry maestro. Whether you're navigating diverse industries, collaborating with agencies, or standing your ground on pricing, his insights illuminate the consulting sphere with precision and practicality. Discover how to value your expertise, manage your consulting workload alongside a demanding job, and why learning to adjust rates in line with project complexities is the linchpin of success. Tom doesn't shy away from the financial gymnastics of freelancing either, tackling the complexities of accounting for the absence of employer benefits and striking that delicate balance between earning and saving. Tune in for an episode rich with guidance for both the MarTech novice and the seasoned consultant alike.

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Embark on an adventure through the landscape of MarTech consulting with the guide extraordinaire, Bryan D'Andrea. Swap the predictability of agency life for the thrill of carving your own independent path as Bryan, a San Diego-based consultant, joins us to share the twists and turns of his professional journey. Courtney and Grant sit down with Bryan to delve into the world of marketing technology operations, discussing the ins and outs of powerhouse platforms like Salesforce and HubSpot. Bryan doesn't just talk shop; he provides a masterclass in aligning sales, marketing, and customer success teams for a symphony of business efficiency. For anyone flirting with the idea of venturing into the consulting realm, Bryan lights up the path with practical wisdom and seasoned insights.

But wait, there's more than just industry talk—we also crack the code on networking and freelancing strategies that can propel your career skyward. Personal stories of success and learning moments illuminate the conversation as we reveal how the human touch can transform professional connections into career catalysts. From leveraging the power of testimonials to scaling your freelance business into a full-blown agency, we cover the full spectrum of opportunities that await the savvy freelancer. If passion fuels your professional drive, this episode is your rallying cry to embrace the adventure of freelancing and uncover the strategies that can make your consulting dreams a reality.

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Discover the transformative journey of Julz James, a celebrated Marketo champion, as she unveils the secrets to a thriving career in the MarTech consulting world. Her story is not just a narrative; it's a roadmap for marketing professionals aiming to pivot their careers with finesse and strategic prowess. From her inaugural steps in the industry to establishing her consultancy, Julz' experiences serve as a masterclass in building lasting client relationships, adapting to diverse Marketo environments, and the continuous upskilling required to navigate the dynamic terrain of marketing technology.

Expand your understanding of the intersection between marketing theory and practical application with our episode's esteemed PhD guest, who seamlessly marries academic insights with real-world consulting challenges. This dual perspective sheds light on the immense value of hands-on experience with tools like Marketo, Salesforce, and Google Analytics. The guest's candid discussions reveal the trials and triumphs of both teaching and consulting, while accentuating the importance of lifelong learning and the ripple effect of empowering students with applied knowledge.

Join us as we delve into the practicalities of freelancing and consulting, from the art of transparent billing to the juggling act of client management. I share my preference for billing by the hour, fostering transparency and trust. Moreover, we weigh the merits of starting a marketing career on the client-side versus in an agency, and speculate on the potential impact of specialized marketing qualifications such as a hypothetical PhD in Marketo. Before we part ways, we extend a hearty thanks to Julie and invite you to enrich your marketing acumen by tuning in to these insights, stories, and strategic musings on the SMTC Podcast.

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Embark on an inspiring journey with Andrea Lechner-Becker, CMO at LeadMD, as she recounts her dynamic shift from the sports entertainment arena with the Phoenix Suns to becoming a maestro of marketing automation. Holding the baton for tools like Eloqua and Marketo, Andrea orchestrates a symphony of insights into the ever-evolving landscape of marketing analytics in the B2B realm. She emphasizes the vital importance of bridging the gap between marketing endeavors and tangible sales results—a task she approaches with both passion and precision. Her expertise, garnered from the distinct challenges of sports marketing, carries over into her profound understanding of customer psychology, offering a masterclass in what B2B marketers should focus on when it comes to analytics.

Our conversation then waltzes into the delicate balance of consulting pricing and specialization, where Andrea's seasoned perspective shines bright. The art of valuing expertise, rather than mere time spent on tasks, comes under the spotlight as we navigate the intricacies of pricing strategies and service packaging. We unveil the essence of setting boundaries and communicating transparently with clients, ensuring that the value delivered is unmistakable. Andrea then shares her heartfelt transition from consultant to CMO, where empathy and common sense become the guiding stars. As we uncover the ground realities behind strategy execution, we celebrate the unique position that comes with marketing to fellow marketers, all while embracing authenticity and a genuine marketer's perspective in the consulting world.

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Unlock the secrets of partnership synergy with the astute Will Taylor, your guide to the Nearbound Go-To-Market strategy. As we traverse this new terrain alongside the head of Nearbound Partnerships at Reveal, you'll grasp how to encircle buyers with a halo of trust and value, impacting everything from brand recognition to customer fidelity and upselling opportunities. Prepare to reimagine the partnership ecosystem, where influencers, affiliates, tech integrations, and service providers become more than just a network, but a unified force for market penetration and growth.

If you've ever wondered how strategic relationships can bolster your business longevity, this conversation with Will is the key. We dissect the art of 'introduction plays,' where a well-placed referral can leapfrog cold outreaches and set the stage for meaningful engagement. This is about sculpting introductions that resonate with value and trust, and scaling them to new heights - a masterclass in crafting collaborations that amplify your brand and resonate with your audience on a level that goes beyond transactions.

This session isn't just about forging connections; it's about building an economy of 'Who' over 'What.' Trust isn't just a buzzword here; it's the currency we trade in as we navigate the intricate landscape of customer and partner relationships. Learn how to turn shared clients into shared successes, and measure the ripple effects of your marketing strategies with precision tools and techniques. We're not just talking about making impressions; we're embedding lasting imprints on the market through strategic, value-driven partnerships. Join us and Will Taylor for an expedition into the heart of network-driven growth.

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Ready to transform your leadership approach in revenue operations? Our conversation with Dionne Mejer, a trailblazing sales executive, guarantees you’ll learn how to empower your team and master the shift from marketing operations to revenue operations. Dionne candidly shares her journey from being a perfectionist and people pleaser to becoming an influential leader. She unveils her upcoming course, "Lead the Shift: Mastering the Bridge to Revenue Operations Leadership," designed to help you navigate the ever-evolving landscape of revenue operations with confidence. Alongside my co-host, Mike Rizzo, we reflect on our collective experiences and the invaluable lessons learned from overcoming challenges to achieve genuine growth and development.

Ever wondered how Malcolm Gladwell crafts such compelling narratives? We tackle this intriguing question by exploring the collaborative essence of intellectual work. Our discussion highlights how Gladwell masterfully integrates ideas from various sources into his writings, creating a tapestry of thought-provoking concepts. By showcasing specific instances where he acknowledges the contributions of others, we emphasize the interconnected nature of creative processes. Whether you’re an aspiring leader in revenue operations or a fan of insightful literature, this episode promises a wealth of knowledge and inspiration.

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Unlock the secrets of Revenue Operations with our special guest, Natalie Furness, founder and CEO of RevOps Automated. Natalie shares her unique journey from clinical operations in healthcare to the world of revenue operations, drawing intriguing parallels between systems designed for patient care and customer relationship management (CRM). With her scientific background in biomechanics and neurophysiology, Natalie offers a fresh perspective on designing efficient reporting systems that can revolutionize your business processes.

Join us as we dissect the core functions of RevOps, emphasizing its pivotal role in aligning people, processes, and data systems across sales, marketing, customer support, and customer success. From startups to large corporations, we explore how RevOps roles can range from a single position to specialized teams, alongside current job market trends that blur the lines between traditional sales operations and RevOps functions. Our discussion also addresses the challenges of role definition and the critical importance of effective onboarding and support in customer retention.

Are siloed teams holding your business back? Discover how fostering collaboration within RevOps can break down barriers and drive performance. Learn about the transformative power of integrated CRM systems and the potential benefits of aligning RevOps with CFOs for improved financial reporting and resource allocation. Whether you're a seasoned professional or new to the field, this episode is packed with invaluable insights and practical advice that will leave you eager to apply these strategies within your own organization.

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Could customer marketing be the secret weapon your B2B SaaS company needs to thrive in today's noisy marketplace? Join us for a compelling conversation with Mark Organ, the CEO of Categorynauts and the brilliant mind behind Influitive and Eloqua, as we uncover the pivotal role of customer marketing. Mark reveals why marketing to existing customers for upsell, cross-sell, and retention, as well as leveraging their advocacy to attract new prospects, is becoming increasingly crucial. Despite its importance, many organizations still favor new logo acquisition. We tackle the organizational challenges that hinder customer marketing efforts, including the lack of alignment between customer success, sales, marketing, and product teams.

We dive deep into how marketing operations can amplify customer advocacy through effective collaboration. Discover the strategies that marketing and customer success teams can use to identify and empower potential customer advocates, even those who may not be entirely satisfied with the product. Mark shares insights into utilizing data from various platforms and communities to enhance advocacy efforts. We explore the potential of centralizing operations under a revenue operations (RevOps) function to harmonize goals across marketing, sales, and customer success teams, thereby boosting overall company performance.

Cross-departmental collaboration is key to success, especially in coordinating design efforts across product and marketing teams. We introduce practical tools like the broken importance matrix for prioritizing process improvements and highlight the critical role of the kickoff process for new accounts in reducing churn and fostering growth. Mark offers valuable advice for marketing ops professionals aiming to elevate their careers, emphasizing the importance of empathy, collaboration, and understanding the language of sales and engineering. As we wrap up, we express our appreciation for marketing ops professionals and invite our audience to share their ideas, feedback, and guest suggestions, ensuring our content remains relevant and engaging.

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Unlock the secrets to community-led and partner-led growth with insights from Asher Mathew, co-founder and CEO of Partnership Leaders. Discover how fostering spaces for sharing best practices can drive collective learning and growth, and why building mutually beneficial relationships with stakeholders is crucial for a thriving business. We'll explore innovative strategies that go beyond traditional customer and employee interactions, providing you with actionable advice to foster a sustainable and competitive edge in your market.

Dive into the strategic advantages of leveraging both user and professional communities in a resource-constrained business environment. Learn how technology companies can harness market insights from industry professionals to enhance product development and drive customer acquisition. By supporting and participating in these communities, you'll understand the flywheel effect that can boost both your product development and market presence, ensuring customer retention and business growth.

In our discussion, we also unpack the critical aspects of funding professional communities to ensure their sustainability. Asher shares valuable perspectives on different funding models and the challenges of aligning investor and community interests. We highlight the evolution of professional communities, especially in the tech sector, and underscore the importance of finance knowledge for marketers aspiring to leadership roles. Don't miss this comprehensive conversation packed with practical advice and forward-thinking strategies for building and sustaining impactful professional communities.

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Unlock the secrets to mastering marketing analytics with insights from Shivani Bhatt! As the Director of MarTech Solutions and Analytics at CloudFlare, Shivani shares her incredible journey and the pivotal moments that shaped her career. From building marketing ops teams at S&P and Adobe to addressing the critical gaps in understanding analytics in marketing and sales, this episode promises to elevate your data analysis skills.

We tackle the misconceptions about dashboards and explore the often-overlooked value of well-prepared data sets. Through Shivani's experiences, we discuss the importance of creativity and clear communication in data analysis. Hear how she navigates the complexities of managing vast data volumes and why refining reports is essential to keep stakeholders confident in data quality. This conversation is packed with practical strategies to go beyond traditional dashboards.

Finally, we delve into foundational steps in marketing analytics and essential learning strategies. Discover how mastering basic Excel functionalities and leveraging online resources can incrementally build your knowledge. We also explore the emerging role of AI in marketing and its collaborative potential. This episode is a treasure trove of real-world advice, equipping you to bridge the gap in marketing analytics and enhance your data analysis prowess.

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Ever wondered what it takes to transition from a corporate giant to a nimble startup? Join us as we sit down with Rosalyn Santa Elena, the visionary founder and Chief Revenue Operations Officer of The RevOps Collective, who shares her compelling journey from finance and product marketing into the dynamic field of revenue operations. Rosalyn unveils the motivations and challenges of leaving a stable role in a large enterprise to build something innovative from scratch. Learn about the learning curves she tackled, the risks she embraced, and the immense satisfaction she found in creating new processes and systems from the ground up.

Rosalyn's story doesn’t stop at career transitions. She dives into her rewarding experience as an advisor and coach, helping businesses scale and optimize their revenue operations. Discover how she shifted from equity-based advising to solopreneurship and the joy she finds in one-on-one coaching with ops professionals. Rosalyn opens up about balancing a demanding career with motherhood, sharing personal anecdotes and drawing parallels between professional leadership and parenting. Her insights aim to inspire those navigating similar challenges, offering a candid look at the struggles and triumphs of being a working mother.

In an era of remote work and heightened workplace empathy, Rosalyn emphasizes the importance of human connections and transparency. She discusses breaking down communication silos and fostering collaboration among marketing, sales, and customer success operations. Through her experiences, Rosalyn highlights the critical need for understanding the entire business landscape and how RevOps professionals can elevate their impact by integrating their efforts across departments. Tune in to gain invaluable advice on building cross-functional relationships, managing career and family life, and discovering the evolving roles within sales and marketing operations.

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Unlock the secrets of AI's role in transforming search marketing with insights from Adi Abdurab, Senior Marketing Content Manager at KodeKloud. Explore how AI has evolved from the rudimentary visions of the 1970s to the cutting-edge large language models like BERT, Lambda, and MUM, which enhance our interactions with search engines. Adi and Michael dive into the progress of AI technology, shedding light on how it better understands human dialects and thought patterns, making it an integral part of our everyday digital experiences.

They complex challenges AI faces in the realm of search marketing. From deciphering user intent to combating the flood of AI-generated content, Adi shares real-world examples and personal experiences, including the competitive landscape of SEO in the semiconductor industry. They reflect on the paradoxes of AI development, scrutinize historical AI failures, and discuss the implications of Google's content filtering on SEO strategies. This chapter promises a nuanced view of the hurdles and triumphs in AI-enhanced search marketing.

They also address the limitations and future prospects of AI in content creation and search personalization. Discover how AI is reshaping online privacy concerns and the evolving landscape of content generation, from improving technical accuracy to streamlining processes like translations. They ponder the potential advancements in voice recognition and localized content, emphasizing the enduring appeal of traditional reading formats. Engage with them as they journey through expert insights and future expectations for AI's impact on search marketing.

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In today's episode, we talk with Asher Mathew, Co-Founder and CEO of Partnership Leaders. Partnership Leaders is a private network built to elevate the role of partner teams in their companies. Prior to Partnership Leaders, Asher held senior leadership roles in partnerships and GTM,  including roles at Demandbase, Avalara and LeanData.  

Tune in to hear:

- Asher explain the concept of operational debt, its impact on businesses, and how it parallels technical debt.

- The evolution and importance of partner go-to-market motions like co-sell, co-market, and co-serve.

- The critical elements of building and funding communities, maintaining their ethos, and ensuring stakeholder support.

- The unique role of partner marketers and the need for better internal support to enhance external effectiveness.

- The benefits and challenges of strategic partnerships and co-building initiatives in today's business landscape.

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On today's episode, we walk with Jeremy Steinbring, Founder of RevOnyx, a Revenue Operations agency. Prior to starting RevOnyx, Jeremy led a Salesforce practice at another consultancy. Before that, he held several leadership roles in GTM & Product at companies focused on CRM, Salesforce, Hubspot and other platforms. He has also held business systems leadership roles, and has even worked in retail banking and insurance. 

Tune in to hear: 
-From retail banking to leading a Salesforce practice, and eventually founding Revonix, Jeremy discusses the key moments and decisions that shaped his career.

-Learn about the importance of a holistic approach to revenue operations and why simplifying tech stacks can lead to greater efficiency and profitability.

-Explore how AI and automation are transforming RevOps roles and what this means for the future of the industry.

-Insight into where RevOps should sit within an organization for maximum impact and how it can align with overall business goals.

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On today's episode, we talk with returning guest Raja Walia, Founder and CEO of GNW Consulting. With over 20 years of experience, Raja shares his journey from solopreneur to leading a 16-person marketing operations agency. He also introduces a new framework designed to help marketing and revenue ops professionals articulate their value and navigate the ever-evolving landscape of Martech.

Tune in to hear:

• The unexpected challenges and lessons of building a marketing ops agency from the ground up.
• How to navigate the complexities of Martech consolidation and budget cuts.
• The development and application of a new framework to articulate the value of marketing and revenue operations.
• Strategies for improving cross-team alignment and collaboration between marketing, sales, and customer success.
• Real-world examples of how marketing ops teams can secure budget and drive impact.

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Can marketing operations truly be considered a part of traditional marketing, or does it stand as its own unique discipline? Join us in this thought-provoking episode of OpsCast as we explore this question from multiple angles, diving into the essential roles and responsibilities that define marketing operations. Hear from Mike Rizzo as he delves into the origins of this contentious debate, intended more to spark conversation than controversy, and listen to Michael Hartmann and Naomi Liu as they share their differing viewpoints on the operational focus and technological intersections of marketing ops.

In this episode, we dissect the distinct roles within marketing operations and sales operations, highlighting the unique skill sets required for each. By drawing on personal experiences and real-world examples from LinkedIn discussions, we unpack the challenges faced by marketing ops professionals and explore the intriguing possibility of career transitions between marketing ops and field marketing. We highlight the importance of early collaboration and proactive communication to improve efficiency and effectiveness within marketing teams, stressing the need for marketing ops to be seen as a strategic, rather than just supportive, function.

Finally, the conversation shifts to the necessity of clear role definitions and effective communication of achievements within marketing operations. We underscore the strategic value that marketing ops brings to go-to-market planning and emphasize the vital role of celebrating successes to ensure recognition from senior leadership. As we look ahead to the upcoming Mops-Apalooza event, we share our excitement about the discussions that will further illuminate the critical role of marketing operations in today's data-driven landscape. Tune in to gain a deeper understanding of the evolving field of marketing operations and why it deserves recognition as a cornerstone of modern marketing strategy.

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What motivates a seasoned lawyer to swap legal briefs for bed linens? Tune in as we sit down with Vivian McCormick, the brilliant co-founder and CEO of Wilet, a Canadian linens and bedding company. Vivian takes us on her transformative journey from the legal world to entrepreneurship, sharing profound insights about her time as in-house counsel at the Business Development Bank of Canada, and how it ignited her passion for building businesses. Discover how she navigated the leap from practicing law to launching Willit, complete with lessons learned about legal complexities, rebranding, and international expansion.

Resource management and adaptability are crucial in today's volatile economic landscape, and Vivian shares her strategic approach to these challenges. From making swift decisions to optimizing resources, we discuss how businesses can thrive in times of both abundance and shortage. Learn about the necessity of being agile, cutting down on unnecessary expenses, and managing growth sustainably—all skills that have become even more critical in the wake of the pandemic. 

Finally, delve into the nuances of strategic decision-making, branding, and SEO challenges. Vivian, alongside our hosts, explores the importance of blending thorough analysis with intuition, especially when facing the competitive landscape of SEO. From rebranding efforts to creating quality content that resonates with humans over algorithms, this episode offers invaluable insights into building a successful brand. Whether you're a budding entrepreneur or a seasoned business leader, this conversation will equip you with strategies to navigate the multifaceted world of running a business.

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Unlock the secrets of effective project management with Blaine Tetterton, who brings her wealth of experience from theater management to marketing and revenue operations. Blaine's journey is nothing short of fascinating, and in this episode, she shares how skills honed from managing the chaos of the stage have seamlessly translated to her current role. Plus, get the inside scoop on an upcoming event in the Raleigh-Durham area where experts will discuss the transformative impact of AI on marketing.

Dive deep into the nitty-gritty of structuring day-to-day workflows and managing workloads efficiently. We go beyond the basics, discussing advanced project management training and the integration of softer skills to elevate overall effectiveness. Blaine sheds light on capacity modeling and resource management, cautioning against the common but flawed assumption that a 40-hour work week equals full capacity. Learn how to use project management tools to better estimate task durations and make a compelling case for additional resources.

Join us as we dissect the balance between setting effective KPIs and managing complexity within varying team sizes and stages of maturity. From the strategic use of project management tools to the debate between Agile and Waterfall methodologies, this episode is packed with practical advice and real-world examples. Blaine and I share our experiences, emphasizing the need for simplicity, adaptability, and the right balance of metrics to ensure your project management approach is both efficient and effective. Don't miss out on this valuable conversation that bridges the worlds of theater and business.

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Ever wondered how transitioning from restaurant operations to sales can shape an executive career? Meet Stephanie Valenti, our guest who has navigated this unique path with remarkable success. In this episode, Stephanie shares her journey from managing restaurants to leading sales teams and eventually holding executive roles across diverse industries. Discover how her operational mindset became the foundation of her achievements in sales and leadership, and gain insights into the evolving landscape of sales and marketing alignment.

Stephanie opens up about the power of vulnerability in leadership and the unexpected reactions she encountered when she admitted gaps in her knowledge. Learn how fostering a culture of collaboration and respect can lead to professional growth and team cohesion. We'll also discuss the surprising lack of formal sales education in colleges and the importance of continuous learning and adaptability, regardless of your career stage.

Dive into the complexities of operational roles within organizations with Stephanie as she explains the distinctions between revenue operations, go-to-market operations, and traditional sales and marketing operations. Hear her practical advice for marketing operations professionals aspiring to transition to revenue or sales operations roles, including the need to understand stakeholder language and business priorities. Finally, Stephanie shares her strategies for effective leadership and her active engagement on LinkedIn, offering a wealth of knowledge for anyone looking to advance their career in operations.

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