

The GTMshift
James Kaikis
Execution > Theory. GTMshift is the no-fluff GotoMarket interview series for B2B SaaS operators looking to win in today's competitive market. Host James Kaikis interviews leaders on the plays that are cutting through the noise. Expect specific tactics on GTM experimentation, org design, AI-driven workflows, and everything in between.
Episodes
Mentioned books

Nov 20, 2025 • 40min
The AI Revolution in Solutions Engineering with Stephen Morse
Solutions engineering veteran Stephen Morse discusses how AI is transforming go-to-market strategies and reshaping the SE profession. From the convergence of pre- and post-sales to outcome-based pricing trends, this episode explores what the future holds for technical sales professionals. Jump into the conversation:(00:00) Welcome to the Episode(03:15) Stephen’s 30-year journey through tech paradigms(12:30) Why AI feels different from previous disruptions(18:45) The consolidation of pre-sales and post-sales functions(28:20) Solutions engineers transitioning to AE roles(35:40) The rise of outcome-based pricing(42:15) What sales engineering will look like in five yearsThis episode is sponsored by TestBox. Please visit www.testbox.com to learn more! Watch This Episode: https://youtu.be/P8edj0rJ0L0Follow Stephen on LinkedIn: https://www.linkedin.com/in/morsestephen/ More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Nov 13, 2025 • 40min
Building World Class Solutions Orgs within a Private Equity-backed Business with Sharon Martin
Sharon Martin, SVP of Global Sales Engineering at Alteryx, breaks down how to position solutions teams as the strategic drivers of organizational AI adoption. She explains why solutions engineers are uniquely equipped to bridge technical capabilities with business outcomes during periods of massive change.Jump into the conversation:(00:00) Welcome to the Episode(3:28) - Thriving in private equity: Career-building years, not career-ending(10:51) - Building AI specialist teams organically through volunteer hand-raisers(18:03) - Monthly C-suite operational reviews: Elevating solutions engineering strategy(19:56) - Individual revenue goals for every solutions engineer: The controversial shift(24:06) - The death of traditional UIs: Conversational data and agentic AI(35:20) - Channel strategy as foundation: Getting scale through partners right from dayWatch This Episode on YouTube: https://youtu.be/_7rL9OTvprAFollow Sharon on LinkedIn: https://www.linkedin.com/in/shamarti/More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Nov 6, 2025 • 47min
The Solution Exec Guide to Navigating the Great AI Shift with Jeff Margolese
Jeff Margolese, SVP of Global Solution Consulting at ServiceNow and 20+ year industry veteran, explores how AI is fundamentally transforming enterprise sales and the solutions engineering profession. Having guided ServiceNow's SE organization through explosive growth from $300M to over $10B in revenue, Jeff shares insights on navigating massive technological shifts while building trust with enterprise customers who now demand "show me my data in your product" rather than traditional demos.Jump into the conversation:(0:00) - Welcome to the Episode(7:05) - From coding to solutions: Jeff's journey through the tech evolution(10:02) - The "hook demo" era and why it doesn't work anymore(16:03) - ServiceNow's billion-dollar AI revenue and dual LLM strategy(28:28) - Leaning into POCs: Using Miro, Obsidian, and Cursor to build live solutions(32:05) - Forward Deployed Engineers: The new competitive advantage(38:02) - The future of solutions engineering: Will AI replace or enhance the role?Watch This Episode on YouTube: https://youtu.be/YIZVPWNK4tYFollow Jeff on LinkedIn: https://www.linkedin.com/in/jeff-margolese-816478/More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Oct 30, 2025 • 37min
Personalization at Scale: The Future of SaaS Buyer Journeys with Elaine Zelby
James Kaikis sits down with Elaine Zelby, Co-Founder & CRO of Tofu, to explore how evolving buyer behaviors are reshaping SaaS go-to-market strategies. Elaine discusses the demand for self-education, validation, and hyper-personalized experiences, sharing Tofu’s approach to using AI for scalable buyer journeys. Together, they unpack aligning sales, marketing, and CS for seamless customer experiences, breaking down silos across GTM functions, and incentivizing teams on shared revenue goals. This episode is packed with actionable insights for SaaS leaders to meet buyer demands, foster alignment, and thrive in today’s competitive market.Jump into the conversation:(00:00) Welcome to the Episode(01:01) Elaine’s journey from mechanical engineering to VC to Tofu’s CRO(08:45) Evolving buyer behaviors(15:20) Personalization at scale: Using AI to tailor buyer journeys(22:50) Breaking down the silos: Aligning sales, marketing, and CS teams(29:15) Collaborative incentives: Tying revenue goals to GTM alignment(35:40) The future of SaaS GTM: Fewer tools, better data, and leaner teamsThis episode is sponsored by TestBox. Please visit www.testbox.com to learn more! This episode originally premiered on The New GTM Playbook. Watch the original: www.testbox.com/gtmWatch This Episode on YouTube: https://youtu.be/xZZ5nJLF8zAFollow Elaine on LinkedIn: https://www.linkedin.com/in/elainezelby/More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Oct 23, 2025 • 42min
AI-Native Selling: From Consumption Pricing to Agent-Powered GTM with Zach Lawryk
OpenAI’s Zach Lawryk reveals how AI is fundamentally transforming go-to-market strategies, from AI-native selling methodologies to the future of consumption pricing. Learn why intelligence has become a commodity and how agent-powered workflows will reshape sales teams.Jump into the conversation:(00:00) Welcome to the episode(05:16) The AI “aha moment” at Rippling(12:19) OpenAI’s AI-native selling approach(20:04) Evolution of sales roles in AI era(28:54) Consumption vs. outcome-based pricing(39:00) Future: 10-person billion-dollar companiesThis episode is sponsored by TestBox. Please visit www.testbox.com to learn more! Watch This Episode: https://youtu.be/KGHnF3vzV6AFollow Zach on LinkedIn: https://www.linkedin.com/in/zlawryk/ More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Oct 16, 2025 • 42min
Creating a Growth Engine via Buyer-Centric GTM and LinkedIn with Gal Aga
Aligned CEO Gal Aga reveals how buyer-centric sales and LinkedIn founder branding drove 4X growth. Learn why transactional sales is dead and how to build authentic content that generates real business results.Jump into the conversation:(00:00) Welcome to the Episode(02:47) From sales rep to founder journey(06:12) The 440K deal that changed everything(14:09) Why transactional sales doesn’t work(20:13) Building a founder brand on LinkedIn(32:54) LinkedIn impressions and business impact(38:56) Advice for getting started on LinkedInThis episode is sponsored by TestBox. Please visit www.testbox.com to learn more! Watch This Episode: https://youtu.be/CVd5Ud0oS0kFollow Gal on LinkedIn: https://www.linkedin.com/in/gal-aga/ More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Oct 9, 2025 • 33min
Designing Customer-Centric GTM Strategies with Lexi Bohonnon
James Kaikis speaks with Lexi Bohonnon, Chief Revenue Officer at Roam, about how a solutions mindset in leadership drives business impact. Lexi shares her journey from solutions engineering to senior leadership, emphasizing how solutions-oriented professionals are reshaping GTM strategies. She discusses the value of aligning teams, breaking silos, and focusing on consistent customer value. Lexi also highlights her work at Roam, where frictionless, self-guided buying experiences redefine customer empowerment and satisfactionJump into the conversation:(00:00) Welcome to the Episode(01:00) Lexi’s career journey: From IBM to Yext and Roam(07:20) The power of a solutions mindset in leadership(15:30) Real-life example: Turning around a difficult client relationship(21:45) Aligning teams and breaking silos with solutions thinking(28:00) Redefining go-to-market with self-guided buying experiences(35:10) The impact of monthly value models on customer engagementThis episode is sponsored by TestBox. Please visit www.testbox.com to learn more! This episode originally premiered on The New GTM Playbook. Watch the original: www.testbox.com/gtmWatch This Episode on YouTube: https://youtu.be/Irlw-fE3iJEFollow Lexi on LinkedIn: https://www.linkedin.com/in/lexi-bohonnon-818b4418/More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Oct 2, 2025 • 42min
Everything’s Back on the Table: Why AI is Revolutionizing GTM with Craig Rosenberg
Craig Rosenberg from Scale Venture Partners reveals why AI is forcing a complete reinvention of go-to-market strategies. Learn how founders are rebuilding sales processes from scratch and why traditional GTM playbooks are now obsolete. Discover the revolutionary changes happening in buyer behavior, sales roles, and revenue efficiency.Jump into the conversation:(00:00) Welcome to the Episode(05:32) Why this GTM revolution is different(08:17) The Scale Summit “midlife crisis” moment(11:07) David Boskovic's complete sales process rebuild(26:09) The speed of AI implementation(28:35) How hands-on should executives be?(33:00) Revenue per employee revolution(38:53) What will still be true in five years?This episode is sponsored by TestBox. Please visit www.testbox.com to learn more! Watch This Episode: https://youtu.be/E_qgfUZgwgUFollow Craig on LinkedIn: https://www.linkedin.com/in/craigrosenberg/More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

Sep 25, 2025 • 41min
Back to Basics: Why GTM Fundamentals Beat the Latest Trends with Bart Fanelli
Bart Fanelli shares how operational discipline and Go-To-Market fundamentals drove hyperscale at Splunk and OutSystems. Learn why going back to basics beats chasing the latest trends in this engaging conversation about sustainable go-to-market strategies.Jump into the conversation:(00:00) Welcome to the Episode(02:19) Hyperscale journey: Growth at Splunk and OutSystems(05:05) Why companies avoid fundamentals(13:51) Full lifecycle teams at Splunk(25:13) The board-to-ground level disconnect(32:07) AI and the future of go-to-marketThis episode is sponsored by TestBox. Please visit www.testbox.com to learn more!Watch This Episode: https://youtu.be/keM9YTDkoeIFollow Bart on LinkedIn: https://www.linkedin.com/in/bartfanelli/ More from The GTMshift: www.gtmshift.comSubscribe to the newsletter: https://gtmshift.substack.com/Follow James on LinkedIn: https://www.linkedin.com/in/jameskaikis/

11 snips
Sep 18, 2025 • 40min
GTM Engineering, RevOps, and the AI-Savvy Chief Revenue Officer with Jordan Crawford
Jordan Crawford, a go-to-market engineer and founder, dives into the distinction between go-to-market engineering and RevOps, emphasizing how bespoke data can create invaluable data moats. He discusses the importance of building permissionless value propositions that deliver immediate benefits and introduces the systems of intelligence framework to enhance operational efficiency. Looking ahead, Jordan outlines the evolving role of the Chief Revenue Officer in the AI age, comparing them to conductors who utilize data and question for strategic insights.


