Ep #149: Why Accountants are Ditching Spreadsheets ft. Emily Maxie (Interim SVP of Sales & Marketing, Firm360)

Join Adil Saleh and Emily Maxie, Interim SVP of Sales & Marketing at Firm360, on this episode of the Hyperengage podcast as they explore how Firm360’s all-in-one platform is transforming accounting firms with AI-driven sales and customer success strategies. Emily shares her journey from marketing leader to sales leadership, the importance of mastering fundamentals, and how custom GPT tools are boosting sales team efficiency. They discuss Firm360’s unique focus on accounting workflows, robust onboarding and retention processes, and building a lean, motivated team culture. Emily also offers inspiring insights on women in tech leadership and the future of SaaS innovation in niche verticals.