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Pavilion
Topline
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282 episodes

  • Topline

    SPOTLIGHT: Solving SaaS Pricing Challenges with Pricing I/O Founder Marcos Rivera | Marcos Rivera, Founder and CEO @ Pricing I/O

    29/10/2026 | 26 mins.
    Marcos Rivera, Founder and CEO of Pricing I/O, has grown his solo consultancy into a team of pricing experts serving B2B SaaS companies. But building a specialized business came with a major challenge: finding people who could do more than understand pricing—they needed to connect customer value, business strategy, and software.
    In this episode of Topline Spotlight, Marcos joins Sam Jacobs and Asad Zaman to explain how he rethought his hiring process, from defining what success looks like to using practical case studies and structured onboarding. He also shares his perspective on pricing strategy, customer retention, and why companies need to ensure their pricing keeps pace with the value they deliver.
    Marcos talks about:
    - Why pricing should be revisited as your product and customer experience evolve
    - How underpricing can influence customers' perceptions of quality
    - Why giving customers more features won't necessarily solve churn
    - How to evaluate candidates' problem-solving skills through structured case studies
    - Why a thoughtful onboarding plan can help new hires reach productivity faster
    - How trust shapes the way you serve clients and build a business
    Chapters
    00:00 Topline Introduction
    01:26 Introduction to Topline Spotlight
    01:53 Meet Marcos Rivera, Founder and CEO of Pricing I/O
    04:45 Common Misconceptions About Pricing
    14:11 Solving a Critical Business Problem: Hiring the Right Talent
    23:01 Reflections and Recommendations
    25:02 Where to Find Marcos Rivera
    25:39 Closing Remarks
    Try Pricing I/O: pricingio.com
  • Topline

    The Man Who Led 100+ CROs (Even OpenAI's) | John McMahon - 5x Post-IPO CRO / The GOAT

    25/10/2026 | 1h 13 mins.
    John McMahon, a five-time public company CRO whose team at PTC created MEDDIC, joins Sam Jacobs, AJ Bruno, and Asad Zaman on building enterprise sales teams that last. Topics include the PTC lineage that has produced over 100 CROs, including OpenAI's Dali Rajic, why he hires on characteristics over resumes, whether a CRO who never carried a bag can lead, and how first-time CROs should work with their CEO. Plus, capped commissions at Anthropic, why AI makes lazy reps lazier, what conversational intelligence tools miss in deal qualification, and quick takes on Dali, Carlos at Harness, Dev Ittycheria, and Chris at Cognition.
    Key Takeaways:
    - Hire on characteristics, not resumes. John sorts candidates by skills, knowledge, experience and characteristics, and the last one is the hardest to teach: "I've always hired on characteristics. So I'll take someone with less experience but great characteristics." He looks for intelligence, drive, coachability, adaptability and integrity, because when a hire fails, "it's always a character flaw."
    - Don't take the CRO seat before you're ready. John once refused a promotion Dali pushed him for: "I told him, I'm not gonna do that to you because you're not ready… you're gonna fail. Your ego's not gonna be able to take it." For John, readiness comes down to whether you can recruit, coach, and lead people who actually want to follow you.
    - Talk to the CEO as a partner. Plenty of first-time CROs hold the C-level title without acting like the CEO's peer, and John coaches them to speak up: "You're the CRO. You have a fiduciary responsibility. Tell the CEO specifically what you think is wrong with the business." Blaming revenue problems on the product "is a non-starter," so come with a solution and talk like a business owner.
    - AI hasn't changed the methodology. John sees AI mostly as a research tool, and "it makes the really good sales reps better, and it makes the lazy sales reps lazier." He is just as blunt about conversational intelligence: "All they're doing is verifying that something was said, but there's no true qualification." Qualifying still means knowing whether you're talking to a champion, a coach, or the enemy.
    Connect with the Hosts & Guests:
    Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/
    Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/
    Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/
    Guest: John McMahon, 5x Public Company CRO - https://www.linkedin.com/in/johnmcmahon1/
    Topline is more than a podcast:
    Subscribe to Topline Newsletter: https://toplinemedia.substack.com/
    Check us out on YouTube for the #1 video podcast for founders, operators, and investors in B2B tech: https://www.youtube.com/@TOPLINE-Media
    Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack
    Chapters:
    00:00 Introducing John McMahon
    02:18 The PTC Sales Leadership Tree
    07:20 Hiring on Characteristics, Not Resumes
    12:10 Should a CRO Have Carried a Bag?
    16:50 Capped Commissions vs. Equity Upside
    19:05 When Are You Ready to Be CRO?
    22:56 How CROs Should Evaluate the CEO
    34:52 AI and Sales Methodology
    38:10 AI Call Tools Don't Qualify Deals
    40:52 MEDDIC and Bigger Buying Groups
    42:51 The Art and Science of Selling
    48:47 Coaching Mark Roberge at HubSpot
    59:31 Managing Heads Like a Bond Portfolio
    01:03:42 Hiring Batting Average and Ramp Time
    01:09:40 Rapid Fire: Dali, Carlos, Dev, Chris
  • Topline

    SPOTLIGHT: Untangling Tech Debt and Finding Product-Market Fit with Russ Mikowski of SurePeople | Russel Mikowski, CEO @ SurePeople

    22/10/2026 | 26 mins.
    Russ Mikowski, CEO of SurePeople and longtime revenue leader in tech, never planned to become a CEO. Recruited to lead a 10-year-old company into its next stage of growth, he faced technical debt, an unfocused ideal customer profile (ICP), and the challenge of turning the company's potential into a scalable business.
    In this episode of Topline Spotlight, Russ joins Sam Jacobs and AJ Bruno to discuss the decisions behind SurePeople's transformation, including rebuilding parts of its product, narrowing its target market, and resisting custom requests that could pull the business off course.
    Russ talks about:
    - How to identify and focus on the customers your product serves best
    - When rebuilding is a better option than refactoring
    - Why saying no to the wrong opportunities can protect long-term growth
    - How to keep a team aligned through organizational change
    - Why great leaders attract and retain talent by removing obstacles
    Chapters
    00:00 Introduction to Topline Spotlight
    01:54 Meet Russ Mikowski, CEO of SurePeople
    03:00 SurePeople and the PRISM Assessment
    05:51 Russ's Journey to CEO
    08:55 Tackling Technical Debt and Rebuilding the Product
    12:01 Narrowing the ICP and Finding Market Focus
    14:50 Communicating Change and Aligning the Team
    17:53 Leadership Lessons from a Mentor
    24:00 Where to Find Russ Mikowski and SurePeople
    Try SurePeople: surepeople.com
  • Topline

    $682M Public CEO: "The Magic of 80% Gross Margin" | CEO @ Yext, Michael Walrath

    18/10/2026 | 1h 7 mins.
    Michael Walrath, CEO of Yext, is back on Topline to explain how Yext went from breakeven to 31% EBITDA margins on an 80% gross margin business, after halving its headcount and using its balance sheet to buy back roughly 35% of every share it ever issued. He joins Sam Jacobs, AJ Bruno, and Asad Zaman to argue that the old rules of business still apply: why VC math and founder math are different games, why employees lose the most when an overvalued startup like Airtable lands far below its peak valuation, and why this market feels like 2004. Plus, why Yext stopped doing earnings calls and replaced most stock comp with cash, why cutting the bottom half of a sales team can raise bookings, and how Yext is blurring the lines between AEs, account managers, CSMs and sales engineers.
    Key Takeaways:
    - Real profitability turns any growth into fuel. As Michael put it, "when you're actually profitable, like really profitable, then any growth becomes hugely accretive." With 80% gross margins and 31% EBITDA margins, "Every incremental dollar, I can spend 45 cents of it and not affect my margins in any way," so a left-for-dead software company can fund its own growth whatever the market says it's worth.
    - Chase growth only where it actually exists. "Nothing's more powerful than growth at creating value. Nothing is more destructive to value than chasing growth when the growth isn't there," said Michael. Airtable avoided the trap by leaving its cash on the balance sheet, while Yext once spent 74% of revenue on sales and marketing into a declining growth rate.
    - Cutting your weakest sellers can grow bookings. When 20% of reps make quota and the bottom half brings in 20% of bookings, the spreadsheet says cutting them costs you that 20%. "It's not even close to true. It's the opposite," said Michael (his numbers were illustrative). Yext now has fewer, better sellers, and is "effectively eliminating all distinction between go-to-market roles" in favor of teams that own books of customers.
    - Stock comp can turn your own employees into sellers of your stock. Most people sold their RSUs the day they vested, and every quarterly issuance meant the company sold shares to cover taxes too. "The last thing you need are more sellers of your stock every quarter," said Michael, so Yext now pays most employees more cash and points long-term believers to its employee stock purchase plan.
    Connect with the Hosts & Guests:
    Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/
    Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/
    Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/
    Guest: Michael Walrath, CEO at Yext - https://www.linkedin.com/in/michael-walrath-b63166/
    Topline is more than a podcast:
    Subscribe to Topline Newsletter: https://toplinemedia.substack.com/
    Check us out on YouTube for the #1 video podcast for founders, operators, and investors in B2B tech: https://www.youtube.com/@TOPLINE-Media
    Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack
    Chapters:
    00:00 Introducing Mike Walrath
    03:13 VC Math vs Founder Math
    04:46 Why Employees Lose the Most
    09:05 Why This Market Feels Like 2004
    12:04 31% EBITDA Makes Growth Accretive
    16:12 Why Mike Is a Jobs Bull
    19:48 What Airtable Got Right
    28:19 Hot Startup Equity Is a Lottery
    41:37 Yes, You Can Attract Talent
    44:16 The Road to 30% EBITDA Margins
    47:45 No Earnings Calls, No IR Team
    51:52 Replacing Stock Comp With Cash
    54:41 Cut the Bottom 50% of Sellers
    57:19 Collapsing Go-to-Market Roles
    01:01:22 From PE Guy Back to Growth
  • Topline

    SPOTLIGHT: How Rick Smolen Built Confidence Leading Outside of Sales | Rick Smolen, CRO @ ShipHero

    15/10/2026 | 26 mins.
    When Rick Smolen stepped into the CRO role at ShipHero, he took on responsibility for the entire customer lifecycle, from marketing and partnerships to customer success and support. 
    With a background primarily in sales, he had to learn how to lead functions outside his expertise without needing to have all the answers.
    In this episode, Rick joins Sam Jacobs to discuss the leadership lessons that came with that transition, from asking better questions to building trust with his team. He also explains how to learn from failure, navigate setbacks, and focus on what you can control as a leader.
    Rick talks about:
    - Why curiosity makes you a stronger cross-functional leader
    - How to challenge your team without micromanaging
    - Why experimentation requires accepting failure
    - What leaders should focus on when business results fall short
    - How to prioritize important work that rarely feels urgent
    Chapters
    00:00 Introduction to Rick Smolen and ShipHero
    01:10 What ShipHero Does
    05:14 Rick's Career Journey
    07:50 From Sales Leader to CRO: The Biggest Shift
    10:49 Why Curiosity Makes You a Better Leader
    16:23 Building a Leadership Team That Learns and Experiments
    17:54 Evaluating Leadership Beyond Revenue
    22:50 Rick's Book Recommendation: The 7 Habits of Highly Effective People
    24:53 Where to Find Rick Smolen
    Try ShipHero: shiphero.com
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About Topline
The #1 podcast for founders, operators, and investors in B2B tech. Tune in every week to hear Sam Jacobs, AJ Bruno and Asad Zaman discuss and debate the trends, news, and developments impacting the B2B tech world. Enjoy the hot takes, strong opinions, and dry humor.
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