SaaS Roundtable: How We Win: Sales & Marketing Strategies for SaaS Growth [Virtual]

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SaaS Roundtable: How We Win: Sales & Marketing Strategies for SaaS Growth [Virtual]

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SaaS Rountable The SaaS Roundtable is exclusive to SaaS executives (CEOs, Presidents, and Chief Technology or Strategy Officers, etc.), and presents an opportunity to network and develop best practices with regional SaaS executives.


How We Win: Sales & Marketing Strategies for SaaS Growth 

How the right sales and marketing strategies can help SaaS businesses succeed

Key Topics to be Discussed:

  • Expanding into different market segments [i.e SM to Ent / Ent to SMB]
  • Sales people that fit with strategy – how to ID the role and find the right folks?
  • Important Tooling and metrics
  • Fitting renewals / upsells into the team / execution
  • Brand as it relates to growth
  • Different compensation strategies for different channels


  • Vince Willis, COO, Infinite Blue


  • AJ Bruno,Founder & CEO, QuotaPath
  • Holly Flanagan, Managing Director, Gabriel Investments
  • Tristan Handy, CEO & Founder, DBT Labs

Register for this event here.


Thank you to our sponsors:

  • AB Bernstein
  • BDO
  • Boomi
  • Cigniti
  • ORS Partners
  • SAP
  • SEI
  • Troutman Pepper


About Our Speakers:

AJ Bruno, Founder & CEO, QuotaPath

After successfully exiting his first company TrendKite in 2019, CEO AJ Bruno launched the compensation management and commission tracking platform QuotaPath. In addition to investing in a dozen startups and serving as a mentor to many more, AJ acts as a Board Member for Philly Startup Leaders and is an alumnus of Dreamit Ventures. Outside of startup life, AJ can be found spending time with his wife and three daughters and flying his Beechcraft Baron over the skies of Philadelphia.

Holly Flanagan, Managing Director, Gabriel Investments 

Holly is Managing Director of Gabriel Investments, an investment firm focused on providing venture capital to high growth companies in the Philadelphia region. She is an Independent Trustee for Hamilton Lane’s Special Purpose Acquisition Company and an Independent Trustee for FS Investments’ Credit Income Fund.

Holly is an Eisenhower Fellow and an Eisenhower Fellowships Trustee. As a Fellow, Holly advised global leaders on women entrepreneurship and explored the role of venture capital in China. Holly is a Founding Charter Member of TiE Philadelphia and participated in a TiE sponsored US State Department initiative in India to educate and empower women entrepreneurs. She is on the board of the US India Science and Technology Endowment Fund, a Trustee of the Philadelphia Foundation, and a member of the Circle of Aunts and Uncles Investment Group, providing low-interest loans and social capital to under-resourced community-focused entrepreneurs.

Trisan Handy, Founder & CEO, DBT Labs

Tristan Handy is the Founder and CEO of dbt Labs, an emerging leader in the data transformation space used by 11,000 companies including JetBlue, HubSpot, Dunelm, and Vodafone New Zealand. Tristan has over two decades of experience as a data practitioner working in both large enterprises and startups. His expertise and data industry best practices have influenced thousands of subscribers and listeners weekly via his newsletter and podcast covering analytics engineering.




June 3
8:30 am - 10:00 am
Event Category:


Heidi Franklin