SaaS Conversations

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Data quality has always mattered in SaaS, but in 2026, the stakes are higher, the margin for error is smaller, and the questions boards and investors are asking have fundamentally shifted. In this episode of SaaS Conversations, Katherine Zhang sits down with Dan Palay, CEO of KPI Sense, to explore …

This episode is a recording of a webinar hosted by AccountAim on benchmarking for RevOps, finance, and GTM leaders in March of 2026. In the session, Katherine Zhang (CEO, OPEXEngine) and Josh McClanahan (CEO, AccountAim) break down when benchmarking makes sense, which metrics actually matter, how t…

Retention has been interpreted differently for boards and investors over the past year. In this episode of SaaS Conversations, Katherine Zhang sits down with Ellie Wu, founder of CSuiteCX, to explore how and why retention has shifted from a tactical customer success issue to a board-level credibili…

At this year’s SaaS Palooza event, Jennifer Smith (Partner, Bain & Company) and Katherine Zhang (CEO, OPEXEngine), explored what sets top-performing SaaS companies apart in today’s tech private equity market. From emerging deal trends to how investors define an “A” software asset, their discuss…

In this episode of SaaS Conversations, Tori Danforth, Senior Director of FP&A at Relativity, shares how her team approaches annual planning at scale. From integrating long-range strategic goals to setting departmental targets and navigating trade-offs, Tori offers a detailed look into how bench…

Although Revenue Operations (RevOps) is still an evolving function in SaaS, its role is critical to driving go-to-market efficiency. At its core, RevOps ensures that go-to-market teams like Sales, Marketing, and Customer Success function as a unified, efficient system to enable the ideal customer …

This episode is essential listening for anyone responsible for R&D investment, cost management, or strategic planning in SaaS. In today's conversation, we sit down with Ryan Kuchova, Head of Customer Strategy and Operations at Jellyfish, to explore frameworks for measuring and managing R&D …

Learn how to maximize the value of benchmarks in this special podcast episode featuring Lauren Kelley’s SaaS Metrics Palooza ‘24 presentation. In a new episode of SaaS Conversations, we explore benchmarking strategies that drive growth, profitability, and operational excellence. Lauren dives int…

How can SaaS companies drive operational excellence, maximize exit success, and create lasting value in today’s market?  In today’s conversation, we’re joined by Lauren Kelley, CEO of OPEXEngine, and Dania Shaheen Gutterson, General Manager at DealEdge and Senior Director of Private Equity at Bain…