Behind the targets: How ZoomInfo, Klaviyo, and Red Hat align finance and revenue
August 5, 2025
Finance and revenue leaders don’t always see eye to eye—but when it comes to setting sales targets, quotas, and comp plans, alignment is non-negotiable. In this special episode of The Sales Compensation Show, senior leaders from ZoomInfo, Red Hat, and Klaviyo share how their teams navigate the complexities of cross-functional planning.
Moderated by Forma.ai’s David Gerardi, the conversation explores: How finance and revenue teams approach sales planning differently, balance growth targets with fiscal responsibility, consider quota setting, comp plan design, and forecasting risk, plus how these leaders recommend building trust—and avoiding misalignment—between GTM and finance.
This candid panel will give you a window into how real, high-performing companies tackle the planning process *together*.
How do finance and revenue teams stay aligned on aggressive sales goals and financial guardrails? Hear from senior revenue and finance leaders at ZoomInfo, Red Hat, and Klaviyo on how they negotiate targets, balance priorities, and manage risk—together.
In this special edition of The Sales Compensation Show, we're bringing you a timely panel recorded live at the Sales Planning Summit—because aligning sales targets, quotas, and comp mid-year is no small feat.
Join Forma.ai's David Gerardi as he moderates a candid discussion between:
- Mark Harris, SVP of GTM Strategy at ZoomInfo
- Brian Bolt, Sr. Director of Corporate Finance at Red Hat
- Stef Layne, VP of Treasury, Payroll & Sales Compensation at Klaviyo
Together, they dive into:
- How finance and revenue leaders approach sales planning from different angles
- The tug-of-war between growth and fiscal responsibility when setting targets
- Stories from the front lines of comp plan negotiation
- Forecasting strategies that inspire confidence and reduce risk
- Lessons learned from high-stakes planning conversations
The Sales Compensation Show is handcrafted by our friends over at:
fame.so