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How do you create a strong partnership between RevOps and Finance?

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2 Answers
Finance / Revenue Ops Alignment
  1. Ken Liu
    Ken Liu

    Redis Director - Global Sales Strategy & Operations | Formerly Databricks, Google • 9mo

    Forging a strong relationship with Finance has been instrumental in increasing the impact of my RevOps teams through unlocking budget for projects and feedback on analysis. What has helped me nurture my relationship with Finance is: Project Support - partner with Finance on projects that enable them to scale Consulting Finance - involve Finance on strategic analysis, and involve them earlier Business Case Creation - organize funding requests of Finance via clear, data-driven business cases Proje ...Read More

    645 Views
  2. Mollie Bodensteiner
    Mollie Bodensteiner

    Engine SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 3mo

    This partnership doesn't happen on its own, you have to build it deliberately. The fastest path is becoming their data source of record before a crisis forces the relationship. Get into their planning cycles early, actually learn how they're building their models, and make your data feed their assumptions instead of arguing with their outputs after the fact. Embed early. Get standing time in finance QBRs and planning cycles before you're needed. Learn their model. Understand how they calculate C ...Read More

    388 Views

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