CFO THOUGHT LEADER

1184: From Deal Sheets to Operating Seats | Rick Hasselman, CFO, Salesloft

May 6, 2026
Rick Hasselman, CFO of SalesLoft and M&A/operational finance veteran from Google and Sumo Logic. He talks about unifying merged systems and data, redesigning slow workflows into fast ones, and using AI plus combined signals to recommend next-best sales actions. He also covers organizing finance teams, key retention metrics, and finishing large-scale integrations.
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ANECDOTE

Boarding A Moving $300M Train

  • Rick Hasselman joined SalesLoft a month and a half after a large Clari merger and describes it as boarding a moving train.
  • The combined business is $300M+ and merging sales engagement, forecasting, and conversational intelligence into an AI-enabled platform.
INSIGHT

Integration As A Workflow Reboot

  • Integrations are a strategic chance to redesign workflows, not just a technical cleanup.
  • Hasselman aims to shrink processes that took three or four days into one by rethinking systems and pricing during the merger.
ADVICE

Document Roles To Enable A Fast Close

  • Document roles and processes early to enable fast closes and cross-training.
  • Hasselman cites Expel's three-day close achieved by documenting every process and cross-training people.
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