In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 3, what they enjoyed and what is to follow for Season 4.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Featured: Ethan Lippman 🤖

Ethan Lippman leads Revenue Operations at Alkami Technology, a fast-growing cloud platform powering digital banking for financial institutions across the U.S. In this critical role, he oversees the alignment of Rev, Ops, Sales, Product, and Marketing—ensuring cohesiveness between go-to-market strategy and operational execution.

With a wide-ranging background including account management, product marketing, competitive intelligence, and operations, Ethan brings a holistic business lens to scaling operations and driving measurable growth.

He's also a sought-after speaker, having participated in events like the Revenue Operations Summit in Austin, where he led discussions on pipeline strategy, cross-functional alignment, and RevOps maturity

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Featured: Maxwell Mozes

Maxwell has expertise is in building and growing large-scale B2B organizations from inception to 9, 10, and 11 digits in revenue.

At Walmart Business, the B2B division of Walmart, he is the Director and Head of Revenue Operations.

In this role he owns: 1) Customer Success & Onboarding, 2) Sales Operations, 3) GTM Strategy, Planning & Enablement, and 4) Sales Performance, BI, & Systems

At Amazon, Max ran global sales operations for Amazon Business, the B2B arm of Amazon.com, growing it from inception in 2014 to $35 billion in annual revenue in 2023.

Prior to Amazon, he was an early member of a Boston-based startup, LevelUp, which raised 40 Million between 2012 and 2013. That money was used to carve out market share in the restaurant mobile payment and order ahead industry. LevelUp was later acquired by GrubHub for $400 Million.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Get to know your Guest.

Featured: Jason Belote

Jason is Vice President of Technology at Vari, a rapidly growing office furniture and workspace innovation firm serving 98% of Fortune 500 companies. Toolkit includes leading platforms such as Salesforce, SAP S/4HANA, Boomi, Microsoft Data and Business Intelligence tools, etc.

He has over 20 years of experience in building and leading high-performing technology teams, initially in the Seibel CRM space before switching to Salesforce in 2006, joining the mothership itself and working on over 30 Service + Sales Cloud projects.

He is passionate about building a culture of collaboration, recognition, talent development, and taking accountability.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Featured: Chris Pearson

Chris is Director of Salesforce Development at Jostens, responsible for delivering innovative and scalable solutions for 2k worldwide users across Sales, Service, Marketing and Revenue Clouds. He has over 15 years of experience in business application development, management, and integration, with a focus on CRM and QTC systems.

Currently leads a team of Salesforce professionals who work collaboratively to ensure the platform meets the needs of multiple divisions within Jostens. He also drives the technical debt retirement process and the expansion of international application support.

Chris is based in Houston & regularly shares insights on the intersection of AI and Salesforce, discussing topics like ethical AI, scalable platform solutions, and leadership in digital transformation.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Featured: Hans Tiefenthaler

Hans is the Director of Salesforce & CRM Platforms Access TeleCare

Hans has over 15 years of hands-on experience within the Salesforce ecosystem and a proven track record of delivering transformative business solutions, serving as project lead for over 250 implementations and solution architect for over 50 tech stack and business process overhauls.

His expertise includes solution design and planning, stakeholder engagement and alignment, agile methodologies and development team management, as well as change management and product strategy.

Hans has strong healthcare understanding, RCM and scheduling, working as Salesforce lead at Athena and having done over 15 Field Service implementations including complex routing and scheduling use cases.

In this role, Hans will lead the efficient and stable operation of our Salesforce infrastructure which is now crucial in maintaining the high availability and performance for our solution and services. He will serve as both thought leader and technical architect, leading enterprise adoption of optimization and innovation initiatives that will transform the clinical and operational provision of care via telemedicine.

On a personal note, Hans lives in Massachusetts where he is an avid athlete, outdoor enthusiast, family chef and handyman. He also volunteers his time to Greenbelt, Save the Harbor Save the Bay, Chebacco Lake Watershed Association, and other conservation efforts.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Featured: Niraj Jain

Niraj has over 2 decades of experience working with global teams to deliver client success stories has given Niraj a unique perspective on the interlock between technology and business strategies.

He is proud of his ability to transcend between strategy and execution, as they go hand in hand.

Career accomplishments include leading & delivering large-scale, global projects that transform, improving business processes, and mentoring others.

Niraj has extensive Financial Services and Banking industry experience.

His career has taken him from Accenture to Salesforce with roles at JP Morgan and Credit Suisse.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Featured: Chris Neudecker

Chris is Sr. Director of Engineering at BHG Financial

With over 15 years in the Salesforce ecosystem Chris is known for his experience across enterprise system management and enterprise architecture.

He has led multi-million dollar budget management and product/project delivery.

Chris has built Salesforce applications for industries across: Legal, Insurance (P+C), Finance (Banking & Wealth Management), and Mortgages.

Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/

Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/