What if you discovered that 79% of your company’s top-line revenue could be slipping away, right under your nose, all because of outdated billing and invoicing processes? In this episode of Predictable B2B Success, host Vinay Koshy sits down with Randy Wootton, CEO of Maxio, to dig into one of the most overlooked deal killers and revenue drains in B2B SaaS: broken financial operations.

With over 25 years in tech and a history of scaling and exiting firms, Randy brings deep, candid insights from the frontlines of SaaS operations. Together, they unpack why so many CFOs still cling to spreadsheets, how to create a culture of accountability and data-driven decision-making, and why getting serious about monetization, beyond customer acquisition and retention, can exponentially boost your company’s valuation.

You’ll also hear behind-the-scenes stories of SaaS mergers, the battle to win over finance teams, and why nailing your monetization strategy is now a CEO’s must-have skill. Whether running a startup, growing a SaaS company, or steering a PE-backed venture, this episode is packed with real-world lessons and contrarian takes you can’t afford to miss. Ready to get funded—and stay funded? Let’s dive in.

Some areas we explore in this episode include:

• Problems in B2B Billing & Financial Operations: Common issues like revenue leakage, billing errors, and spreadsheet dependence.
• What Maxio Does: How Maxio connects CRM and general ledger systems to streamline financial processes for B2B SaaS.
• Randy Wootton’s Leadership Journey: His background in the military and tech and how that shaped his leadership approach.
• Execution, Metrics & Growth Culture: The importance of accountability, data-driven execution, and fostering an environment of continuous improvement.
• CFO Mindsets and the Move From Spreadsheets: Why CFOs resist change and how companies can encourage adoption of automated systems.
• AI and Data Insights in Financial Ops: How Maxio and similar platforms are moving toward more intelligent, AI-driven analytics and business insights.
• Monetization Strategies for SaaS Companies: Monetization (pricing, packaging, value capture) matters as much as acquisition and retention.
• Maxio’s Pricing Model: Details on its billing-based pricing and why this approach benefits customers.
• Brand Strategy After Merger: Lessons from combining SaaSOptics and Chargeify into Maxio, and the challenges of rebranding.
• Get Funded, Stay Funded: The “dolphin strategy” for SaaS businesses—balancing growth, profitability, and investor expectations.
• And much, much more...