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Katherine Zhang – CEO of OPEXEngine by Bain & Company – has her finger on the pulse of the SaaS industry. She is joined by finance leaders, technology experts, investors, operations professionals, and more for conversations about metrics, benchmarking, and the state of SaaS.
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Signup to Generate a PitchKatherine Zhang, CEO of OPEXEngine by Bain & Company, has her finger on the pulse of the SaaS industry. She is joined by finance leaders, technology experts, investors, operations professionals, and more for conversations about metrics, benchmarking, and the state of SaaS.
Recent episodes include "The Modern Tech CFO: Balancing AI, Data, and Strategic Leadership" (30 October 2026, 28 minutes), "Scaling in the AI Era: What Creates Value, and What Doesn't?" (17 August 2026, 50 minutes), and "SaaS Data in 2026: What's Changed and Why It's Never Mattered More" (26 March 2026, 32 minutes).
SaaS Conversations publishes roughly every few months, with episodes averaging 30 minutes across 19 episodes.
Booking probability for SaaS Conversations is 30%, and the host is rated Selective on guests. SaaS Conversations requires a Pod Score of 80 or higher. SaaS Conversations's contact route on record: verified email.
The strongest fits for SaaS Conversations are Software. SaaS Conversations has a technology audience.
SaaS Conversations is a technology podcast with 19 episodes published.
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SaaS Conversations
We sit down with Brian Beaupre (CFO, Teikametrics) to discuss how the CFO role has changed, where AI is making a real difference in finance today, and what needs to be in place before you let it near your numbers. That...
SaaS Conversations
Last week, we hosted a panel discussion on scaling software businesses in the AI era , bringing together perspectives from investors, advisors, and operators: Hank Chen, Partner at Bain & Company ; Isabela "Bela"...
SaaS Conversations
<p>Data quality has always mattered in SaaS, but in 2026, the stakes are higher, the margin for error is smaller, and the questions boards and investors are asking have fundamentally shifted.</p><p>In this episode of...
SaaS Conversations
<p>This episode is a recording of a webinar hosted by AccountAim on benchmarking for RevOps, finance, and GTM leaders in March of 2026.</p><p>In the session, Katherine Zhang (CEO, OPEXEngine) and Josh McClanahan (CEO...
SaaS Conversations
<p>Retention has been interpreted differently for boards and investors over the past year. In this episode of SaaS Conversations, Katherine Zhang sits down with Ellie Wu, founder of CSuiteCX, to explore how and why...
SaaS Conversations
<p>At this year’s SaaS Palooza event, Jennifer Smith (Partner, Bain & Company) and Katherine Zhang (CEO, OPEXEngine), explored what sets top-performing SaaS companies apart in today’s tech private equity market. From...
<p>In this episode of SaaS Conversations, Tori Danforth, Senior Director of FP&A at Relativity, shares how her team approaches annual planning at scale. From integrating long-range strategic goals to setting...
SaaS Conversations
<p>Although Revenue Operations (RevOps) is still an evolving function in SaaS, its role is critical to driving go-to-market efficiency. </p><p>At its core, RevOps ensures that go-to-market teams like Sales, Marketing...
SaaS Conversations
<p>This episode is essential listening for anyone responsible for R&D investment, cost management, or strategic planning in SaaS. In today's conversation, we sit down with Ryan Kuchova, Head of Customer Strategy and...
SaaS Conversations
<p>Learn how to maximize the value of benchmarks in this special podcast episode featuring Lauren Kelley’s SaaS Metrics Palooza ‘24 presentation.</p> <p><br /></p> <p>In a new episode of SaaS Conversations, we explore...
SaaS Conversations
<p>How can SaaS companies drive operational excellence, maximize exit success, and create lasting value in today’s market? </p> <p>In today’s conversation, we’re joined by Lauren Kelley, CEO of OPEXEngine, and Dania...
SaaS Conversations
<p>What are the key strategies that SaaS companies are using to fine-tune growth efficiency and cost management in a challenging market? In today's conversation, we dive into the strategies that SaaS companies are using...
SaaS Conversations
<p>What are the technology frameworks that investors are using to evaluate SaaS companies in 2024?</p> <p><br>In today's conversation, we cover technology due diligence. Lauren and an expert consultant discuss how tech...
SaaS Conversations
<p>In today’s conversation, we cover leadership and diversity in the tech space. Lauren answers a round of questions about the founding of OPEXEngine, her decision to pursue SaaS benchmarking, leadership, and diversity...
<p>What’s the operational playbook when a SaaS company is preparing for an IPO?</p> <p><br></p> <p>In today’s conversation, Lauren speaks with two experts about key considerations and best practices before proceeding...
<p>Learn how to get the most value from benchmarks in this recording of Lauren’s presentation at SaaS Metrics Palooza ‘23.</p> <p><br></p> <p>In today’s conversation, Lauren discusses the importance of standardizing...
Episode #4
<p>Listen to an expert session about how benchmarking can help improve your go-to-market strategy.</p> <p><br></p> <p>In today’s conversation, Lauren is joined by a seasoned go-to-market operator. They discuss the...
Episode #6
<p>An expert take on the significance of data quality, transparency, and operationalizing metrics to drive efficient growth.</p> <p><br></p> <p>In today’s conversation, we’ll cover metrics-based planning. Lauren and two...
Episode #6
<p>Lauren Kelley – Founder and CEO of OPEXEngine by Bain & Company – has her finger on the pulse of the SaaS industry. Over the past year, she has hosted finance leaders, technology experts, investors, operations...
<p>Learn how to execute a planning process during times of organizational change. </p> <p><br></p> <p>In today’s conversation, Lauren speaks to two CFOs about the ever-changing landscape of SaaS finance, current...
Recent guests on SaaS Conversations. Study who booked and why before you pitch.
Co-founder and CEO, Unraveled Data
associate professor of Spanish and chair of the Department of Languages, Cultures, and International Trade at Southern Illinois University, Hamilton Niagara Haldimand Brant Regional Cancer Program
Bain & Company
Insight Partners
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