Go To Masters Show

Shawn Santos (StevenDouglas) on Compensation, Recruiter Burnout & Old Soul Operators

Most experienced recruiters will tell you the same thing quietly: when a candidate names compensation as their only reason for moving, it's a red flag, not a green light. Shawn Santos has spent almost 28 years placing CFOs, controllers, and VPs across accounting and finance, and the patterns are hard to argue with. Shawn is VP of Accounting and Finance Search at Stephen Douglas, where he's building out the New York and New Jersey market. He joins this episode of GoToMasters Finance Fireside for a conversation about what really moves senior finance leaders into new roles. He gets into where compensation actually sits in a job search (his framing: it's the ante in a card game), why the loudest, most extroverted recruiters tend to burn out at year three, and what separates the ones who stay 15 and 20 years. He's equally direct on tools — Bullhorn as the system of record, LinkedIn Recruiter and ZoomInfo as the discovery layer, MetaView as the AI note-taker that lets him stop transcribing and start listening — and on why bolting salespeople onto an existing CRM is one of the quietest ways to lose data integrity. He closes on the line that has guided his career: the next phone call you make can be the best phone call you make. If you're hiring senior finance talent, advising candidates through career moves, or trying to build a recruiting practice that survives past year three, this one's worth your time.

Good Habits vs. Process Augmentation: Why Most RevOps Teams Are Using AI Wrong

Colin Brown is VP of Revenue Operations at DDN, a company that powers AI infrastructure at scale for clients like XAI's Colossus data center. He came to RevOps from the front lines, having carried a sales quota, run marketing teams, and led post-sales. In this episode, he breaks down why most teams are sprinkling AI into existing processes for 15-minute wins instead of re-engineering those processes to get 1-3 days back per week. He also has a sharp take on the strategic RevOps seat: it's earned, not a right, and having access to a wide view doesn't mean you automatically get invited to the strategy room. Plus: why product roadmap changes are about to become the biggest comp planning blind spot, and why RevOps professionals need a clear value proposition instead of trying to do a little bit of everything.

If Your Process Only Works Because of Great People, You Don't Have a Process

Scott Johnson is Head of Revenue Operations at Zeitview [https://www.linkedin.com/company/6403865/], a visual AI company serving renewable energy and infrastructure operators at scale. He started his career carrying a bag at Black and Decker, and his CRO once introduced him to a sales team as "a guy that's carried a bag." In this episode, he breaks down why he builds individualized pipeline targets at the rep level instead of applying a blanket 3X coverage ratio, why he hires great people to extract their ideas into the process rather than to depend on them, and how he got to 95% forecast accuracy by combining transactional run-rate data with new business pipeline in Salesforce.

Winning the Battle vs. Winning the War: Why Comp Plan Buy-In Matters More Than the Design

Joseph Wong is Director of Incentive Compensation Design and Governance at Moody's. Before that, he managed comp integrations for Salesforce acquisitions including Slack, Tableau, and Traction on Demand. In this episode, he walks through his end-to-end planning process that starts six months before the fiscal year, why he refuses to pay on pipeline, and how he communicates hard comp changes by building calculators that show reps exactly how to earn more. He also shares his M&A comp playbook and why getting stakeholder buy-in is harder and more important than getting the design right.

Roxanne Dable on Why CRMs Fail When Reps Keep Spreadsheets

Roxanne Dable is the Director of Sales Operations at Zendesk, where she focuses on driving operational excellence and aligning sales processes to deliver customer value at scale. On this episode of the Go To Masters Show, she shares insights from 15 years across banking, fintech, SaaS, and healthcare, including her experience as a fractional COO during the pandemic. * Why the biggest CRM mistake is treating it as data storage instead of an enabler that helps teams work smarter * How 100 required fields to close a deal forced reps to keep deals in spreadsheets, making pipeline reports unreliable * The COO lens: quota decisions don't just affect sales but impact finance, recruiting, and customer success capacity Connect with Roxanne: LinkedIn [https://www.linkedin.com/in/roxannedable/] Follow us: LinkedIn | X