EPISODE · Mar 23, 2026 · 38 MIN
Your Finance Team Doesn't Trust Your Pipeline. Here's Why They're Right.
from Revenue Remix - Inspiring Visionary Leaders · host Summer Poletti
What happens when your executives swear everything is aligned — but everyone else knows it’s not?This is Part 2 of the Revenue Remix alignment series. In Part 1, we tackled go-to-market alignment across sales, marketing, and customer success — and pushed the conversation into back-office alignment with finance, HR, and service delivery. But when I was editing, I realized we hadn’t gone deep enough on what lives underneath alignment: the culture and the numbers that either make it real or expose it as theater.So I brought back two people who see this mess up close.Valerie Martin is a COO who builds the operational systems that turn “we’re totally aligned” into numbers you can actually track on a P&L. Raven Page is a Change Management Consultant who deals with the people side — because culture is where your perfectly designed alignment strategy goes to die.In this episode, we dig into:Where to actually look when leadership claims everything is fine (hint: first-line managers and people business partners)How the forecast call doubles as a diagnostic — and what it reveals about whether your org is truly aligned or just performing alignmentWhy sales and finance don’t speak the same language about pipeline — and the cost of that disconnectWhy the biggest financial cost of misalignment isn’t missed targets — it’s trustHow fear-based cultures kill accountability, and what that costs you in attrition and execution speedThe difference between transparency that builds trust and transparency that causes chaosPart 3 is already scheduled. There was too much to cover.If you’ve been watching revenue plateau and can’t figure out if the problem is strategy, systems, or something else entirely — this is the episode for you.Part 1: Your Revenue Plateau Isn’t Pipeline — It’s Misalignment Inside Your Go-To-Market TeamConnect with Valerie Martin on LinkedInConnect with Raven Page on LinkedInSummer Poletti is a Fractional CRO and the founder of Rise of Us. She works with growth-stage B2B SaaS and fintech companies ($2M–$30M ARR) whose revenue has stalled. Learn more at theriseofus.com.
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Your Finance Team Doesn't Trust Your Pipeline. Here's Why They're Right.
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