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Financial Firms with James Wanke

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Manage episode 480107428 series 3650713
Content provided by Aptitude 8. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aptitude 8 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Stephen Saberin sits down with James Wanke, Global Services Consulting Team Lead at HubSpot, to unpack a $25K MRR deal with a growing HR and finance company. James shares how he helped the client transition from Salesforce, navigate internal leadership changes, and evaluate two competing partners—both in the same meetings.

Hear how James built trust with stakeholders, positioned HubSpot as a scalable long-term solution, and worked cross-functionally to deliver a confident buying experience. Plus, insights on why the right partner match can make or break a deal and how internal alignment drives better outcomes for everyone involved.

Key Takeaways from the Episode:

  • Partner Fit Matters: Expertise, delivery style, and even personality alignment all impact partner selection.
  • Transparency Wins: Giving partners the same access and info helps create trust and accountability.
  • Scalable Solutions: Selling isn’t just about today’s needs—it’s about preparing clients for what’s next.

Connect with us:

Stephen Saberin (Host): https://www.linkedin.com/in/stephen-saberin/

James Wanke: https://www.linkedin.com/in/jameswanke

Aptitude 8: https://www.aptitude8.com/

Reach out directly to me here: [email protected]

#HubSpot #SalesStrategy #Partnerships #domin8podcast

  continue reading

3 episodes

Artwork
iconShare
 
Manage episode 480107428 series 3650713
Content provided by Aptitude 8. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aptitude 8 or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Stephen Saberin sits down with James Wanke, Global Services Consulting Team Lead at HubSpot, to unpack a $25K MRR deal with a growing HR and finance company. James shares how he helped the client transition from Salesforce, navigate internal leadership changes, and evaluate two competing partners—both in the same meetings.

Hear how James built trust with stakeholders, positioned HubSpot as a scalable long-term solution, and worked cross-functionally to deliver a confident buying experience. Plus, insights on why the right partner match can make or break a deal and how internal alignment drives better outcomes for everyone involved.

Key Takeaways from the Episode:

  • Partner Fit Matters: Expertise, delivery style, and even personality alignment all impact partner selection.
  • Transparency Wins: Giving partners the same access and info helps create trust and accountability.
  • Scalable Solutions: Selling isn’t just about today’s needs—it’s about preparing clients for what’s next.

Connect with us:

Stephen Saberin (Host): https://www.linkedin.com/in/stephen-saberin/

James Wanke: https://www.linkedin.com/in/jameswanke

Aptitude 8: https://www.aptitude8.com/

Reach out directly to me here: [email protected]

#HubSpot #SalesStrategy #Partnerships #domin8podcast

  continue reading

3 episodes

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