In this podcast episode, I speak to Bhavik Vashi, We go way back, we used to work together! I thought he'd be a great guest to bring on - Currently Managing Director for Carta in APAC - the focus for this week is to hear from a Next Generation Sales leader about what makes a difference and how Finance teams can support the mission.
Carta is an impressive B2B software company. They are commonly known as a cap table or an equity management company.
Bhavik discusses his journey from his start at KPMG in accounting to his current role as a Sales leader and General Manager.
He shares insights on what makes him successful - such as leadership cadence, major meetings and metrics that help him stay on top of the business.
Bhavik also emphasizes the importance of a strong finance business partner who understands the context of the business and empowers the sales leader to make informed decisions.
We dive into essential tech tools for sales leaders.
Bhavik discusses the importance of an “abstraction layer” - most people might call that "The Spreadsheet", the place where you bring together data from multiple systems, and connect both operational and financial data.
Bhavik is a rising star - Carta is an impressive company and this episode does not disappoint.
Enjoy.
Chapters
Introduction and Background
What Inspires and Motivates
Surprising Personal Interest
Transition from Accounting to Sales
Role of a Managing Director
Key Meetings and Ceremonies
Key Metrics and Sales Forecasting
Reporting and Accountability
Ideal Finance Business Partner
Essential Tech for Sales Leaders
The Abstraction Layer
The Need for Real-Time Decision Making
Limitations of CRM Systems
The Role of Enterprise Performance Management Tools
Other Essential Tools: Slack and Zoom
Favorite Catchphrase and Chart
Favorite Place to Get Work Done
Living the Dream
Topics to Learn More About
The Need for an Abstraction Layer
The Search for a Middle Ground
The Frustration with Excel
How to Connect with Bhavik
Useful links
Host: https://www.linkedin.com/in/siritchie/
Sponsor: https://www.blox.so/
Sponsor Linkedin: https://www.linkedin.com/company/blox-plan