1184: From Deal Sheets to Operating Seats | Rick Hasselman, CFO, Salesloft

1184: From Deal Sheets to Operating Seats | Rick Hasselman, CFO, Salesloft

Rick Hasselman recently boarded “a moving train,” describing his arrival at a newly merged SalesLoft and Clari business as both complex and energizing. Just a month and a half into the role, he is already immersed in integrating a $300 million-plus revenue company, he tells us.

That early moment captures a defining pattern across Hasselman’s career: a willingness to enter dynamic environments and impose structure where complexity dominates. At SalesLoft, that means unifying systems, aligning data, and translating operational activity into actionable insight. The merged platform combines sales engagement, forecasting, and conversational intelligence—capabilities that, when integrated, allow teams to “become smarter and smarter on what the next best activity is,” he tells us.

But for Hasselman, integration is not just a technical exercise—it is a strategic opportunity. As he explains, bringing together two organizations creates a chance to rethink workflows entirely. Processes that once took “three or four days” can be redesigned to take one, he tells us. This mindset reflects a broader approach: finance as an enabler of operational clarity and efficiency, rather than a function limited to reporting results.

At the center of this effort is data. Hasselman emphasizes that combining systems—from ERP to CRM—requires precision, but also unlocks new possibilities. By connecting internal data with external AI capabilities, the platform can extend its value beyond its own boundaries, he tells us.

For Hasselman, the challenge is clear: unify, simplify, and position the business to act faster—turning complexity into a competitive advantage.

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1221: Rebuilding Bread Financial’s Capital Foundation—And What It Made Possible | Perry Beberman, CFO, Bread Financial

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When Perry Beberman arrived at what is now Bread Financial, the company had a balance sheet problem. It was carrying too much leverage, had insufficient capital, and needed a more disciplined approach...

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1220: At Hippo, Growth and Risk Work Together | Guy Zeltser, CFO, Hippo Insurance

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In 2023, Hippo faced what CFO Guy Zeltser describes as perhaps the worst quarter in the insurance company’s history. The response was not to chase growth harder. Instead, leadership made a decision th...

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The New Economics of Revenue | Sam Chung, Chief Customer Officer, Salesforce

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How consumption models, AI, and rising complexity are reshaping the CFO mandateRevenue models are becoming more complex—and for finance leaders, the consequences extend well beyond how a company bills...

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2019: Building a Health Plan Around What People Actually Do | Tami Wilson-Ciranna. CFO, Curative

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When Tami Wilson-Ciranna joined Curative in April 2020, the assignment came with what now looks like a spectacularly optimistic assumption: three months.“I met with Fred on a Tuesday and I started on ...

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1218: Why Pegasystems Is Betting on Work, Not Tokens | Ken Stillwell, CFO, Pegasystems

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When Pegasystems began building its cloud business, the economics were hardly what investors would expect from a mature software company. Cloud gross margin was below 30%, recalls CFO and COO Ken Stil...

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2017: A Sharper Portfolio, A Clearer Capital Story | Brittany Cerwin, CFO, Middleby Corporation

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For years, Middleby executives arriving at investor conferences faced a storytelling problem: 30 minutes wasn’t much time to explain three different businesses, each with its own brands, markets, inve...

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People and Places: The Geography of a CFO Career

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CFO careers are often described through titles, companies, and accomplishments. But another force can quietly shape the journey: place.In this themed episode of CFO Thought Leader, five finance leader...

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2016: Building the Operating System for Agentic Automation | Ryan Roccon, CFO, Zapier

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At Zapier, the rise of AI is changing more than the automation products customers build. It is reshaping how the company organizes, invests, prices its offerings, and thinks about its next stage of gr...

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