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12
min read

How do payments companies market to their customers? With Jenn Reichenbacher

February 27, 2026
Payments company marketing: Jenn Reichenbacher on the Revenue Engine Podcast

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Stax Payments’ Jenn Reichenbacher joins Alex Gluz on how payments companies win merchants in a market that has trained buyers to expect hidden fees, and why trust, content and embedded partnerships beat outspending.

Payments companies market to their customers by competing on trust rather than price. That means transparent, subscription-style pricing, proof in the form of reviews and side-by-side comparisons, content that educates rather than discounts, consultative support after the sale, and partner co-marketing through the software vendors that embed payments. Paid media amplifies that foundation; it cannot substitute for it.

What You Will Take Away

1. In payments, the default buyer assumption is that you are lying.

The category has trained merchants to expect bait-and-switch pricing and buried fees. That makes trust the positioning lever rather than a brand value, and it means every claim has to arrive with evidence attached.

2. Transparent pricing is a claim until you publish the comparison.

Jenn's point is that saying you are transparent is free and therefore worthless. Stax's answer is an all-inclusive monthly subscription plus a willingness to tell a prospect they are not a fit, which is a costly signal and so a credible one.

3. Content gets treated as a cost centre because it is not wired to the funnel.

Where content only feeds top-of-funnel awareness, it looks like overhead. Where the same asset runs in sequences, sales enablement, newsletters, the site and now LLM answers, it stops being a line item and starts being infrastructure.

4. Embedded payments create revenue only once they are activated.

Shipping the API is a checkbox that does nothing for valuation. The value sits in getting a software vendor's existing base to actually use payments, which is a co-marketing and enablement problem rather than an integration one.

5. Paid is the amplifier, and the mix has fragmented beyond recognition.

Jenn went from roughly five major spend initiatives to over 50 lead sources, and reports close to a third of direct-side business arriving organically. A strong brand becomes an inbound source that converts better than anything you buy.

Listen to the full conversation:

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Want our paid media team to take a look at your campaigns? Book your strategy call here.

About the Guest

Jenn Reichenbacher, Chief Marketing and Customer Experience Officer, Stax Payments. Jenn has spent a little over 30 years in marketing and around 15 of them in fintech, SaaS and payments. She joined Stax around two and a half years ago, having previously led marketing at Merchant Warehouse, where she ran the rebrand to Cayan. Her remit now covers customer experience as well as marketing, which is unusual and which shapes most of what she argues here: acquisition and support are one system, not two departments.

About the Host

Alex Gluz, CEO, T.A. Monroe. Alex hosts the Revenue Engine Podcast and builds performance driven growth frameworks for B2B SaaS and tech companies, with a focus on customer acquisition, demand generation, pipeline and measurable revenue outcomes.

In This Episode…

Payments is a category where the buyer walks in expecting to be misled. Merchants have been sold on a headline rate and billed on something else often enough that scepticism is the starting position. So how does a payments company market to customers who assume the pitch is dishonest?

Jenn Reichenbacher's answer is that you do not win that argument with a claim, you win it with structure. Stax was founded on an all-inclusive monthly subscription instead of a rate sheet, and it tells prospects when they are not a fit. That is a pricing decision doing the work of a marketing message. Around it she builds content that is used across the funnel rather than only at the top, reviews and support treated as acquisition assets, and an embedded payments motion where the marketing job is helping software partners activate payments in their existing base rather than just signing more partners.

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Jenn Reichenbacher, Chief Marketing and Customer Experience Officer at Stax Payments, about payments company marketing: trust as positioning, why content gets mistaken for a cost centre, what changes when payments stops being a feature and becomes a revenue engine, where paid media actually belongs, and how AI is being used to strip friction out of a heavily regulated buying process.

What Is Covered

Timestamp Topic
04:25 Introduction and Jenn Reichenbacher’s path into payments marketing
08:46 How the internet and AI have changed marketing
16:08 Content, customer experience and partner marketing
20:23 Building trust through pricing transparency and support
24:20 Rebranding Fattmerchant and Merchant Warehouse
27:00 Turning embedded payments into a revenue engine
30:27 Where paid media fits in the marketing mix
35:08 Using AI to reduce friction and help small businesses
39:16 Building cross-functional teams to adopt AI
42:06 Mentors, career advice and closing remarks
Episode transcript

Introduction and Jenn Reichenbacher’s path into payments marketing

Alex Gluz: We have a great guest for you today. Hey, Jenn, nice to have you here.

Jenn Reichenbacher: Alex, thanks so much for having me. Looking forward to the conversation today.

Alex Gluz: Likewise. Can you do a brief intro of who you are and what you do?

Jenn Reichenbacher: Sure. My name is Jenn Reichenbacher. I am the Chief Marketing and Customer Experience Officer with Stax Payments. Been here for about two and a half years.

My marketing experience dates back a little over 30 years, and I’ve been in the fintech SaaS payments space for about 15 years.

Alex Gluz: Nice. How did you get started, Jenn? What did you go to school for?

Jenn Reichenbacher: I actually went to school for finance. I come from a financial background. My father was in finance, my mother was in the medical world, and I used to go to work with him and pretend that I was an accountant.

Once I got into accounting in school, I quickly realized that probably wasn’t for me. No offense to anyone that is in that profession. It’s a great area, but just wasn’t really pulling at my strings.

I found my way into marketing organically. Took some classes around marketing and advertising in school, but came out, actually did a quick stint in retail management, and then found my way into a really interesting organization that sadly is no longer around that was providing corporate relocation services.

Around the advent of the internet, ’95-ish, our CEO was very forward-thinking and realized that he needed a marketing team. He just pulled a bunch of us together in a room and said, “Hey, you guys are going to do marketing. We’ve got a new thing called the internet. We need a website, and the three of you figure out what you want to do and how you’re going to do it.”

It was a great opportunity. It was a lot of fun. It was very grassroots. It really struck a chord with me. I love the variety, the mix, the opportunity to do so many different things, and the ability that marketing translates over a lot of different industries.

Really every industry, on the B2B side and the B2C side, is powered by some form of marketing.

I spent the earlier part of my career across a variety of different industries: consumer packaged goods, real estate and corporate relocation. As I mentioned, more on the B2B side, although in the consumer packaged goods side, I did launch a consumer product.

Then in 2012, a former coworker of mine, actually from the real estate side of the world, reached out and said, “Hey, my boss is looking for a marketing director, and it’s in the payments space.”

I was like, “Payments?”

She said to me, “Don’t look at the website. The company’s really transforming.” It was a company called Merchant Warehouse at the time.

She said, “You’ve got to come in here and talk to them. I think you’d really love it.”

Honestly, I went in, I was encapsulated by the vision that the CEO had at the time, and I was hooked. I haven’t looked back since.

Alex Gluz: You said so much great stuff, Jenn, but the first thing you said blew my mind, and I’m not that young. You said, “Internet is just starting.” Hopefully no kids are watching this because it’s just going to break them.

Jenn Reichenbacher: It comes up with my team a lot, Alex, where I’ll be like, “Well, there was a day before digital marketing.” I know it’s shocking for people that there was a life before the internet, but there was a life before the internet.

How the internet and AI have changed marketing

Alex Gluz: You’ve been in marketing for over 30 years, Jenn, and you saw the internet blow everything up. Now AI is doing it again. What’s the same about these two moments, and what feels completely different?

Jenn Reichenbacher: It’s interesting. I just mentioned ’95 was when the internet started and people started to have websites, but they were brochureware.

It wasn’t really until I got to Merchant Warehouse in around 2011, 2012, that marketing started to move and acquisition started to move online. Historically, earlier in my career, I was measured on CPM.

It was very hard to do attribution. The shift in the digital marketing space happened really fast, especially in payments. The payments industry was shifting from a traditional ISO space where you were selling, you were leasing terminals door to door. The ISO community is still very robust in payments, but it shifted and evolved quite a bit.

Marketing went from zero to 100 in a very short period of time of saying, “Hey, people want to shop online. They want to have this choice, especially small businesses. Let’s give them optionality and give them choice to be able to buy this online. We can do the setup virtually and get people enabled for commerce pretty quickly.”

What I liked about it, and what was hard to catch up with, was that quickly you start to get your data and formulate what your funnel looks like. But it’s highly measurable, obviously.

The market for SMBs, as I mentioned, moved really fast. They really liked the optionality of being able to shop online. It was interesting. Early in my career, I was so surprised.

I think there’s over 55 million small businesses in the US. What’s interesting about new starts or new ownership is payments is often the last thing that people think of. They’re working on their inventory and their plan and getting their staffing and making sure they have payroll, and then it’s like, “Oh, how am I going to actually accept payments?”

A lot of those decisions were coming in last minute, and people were saying, “Hey, I need to take payments. I’m opening my store.”

We realized that we were also helping people meet them where they were on their journey in terms of shopping, and then really just gaining efficiency through increased investments from a marketing funnel.

It was a little bit more of a green pasture then. There wasn’t as much online competition, and there weren’t as many places to actually place your advertisements. There were a few affiliates, and then obviously Google, Bing at the time.

It was pretty measurable. Your optionality was you typically were in maybe one or two, maybe three affiliates, and then you were doing your own direct SEM as well. That’s drastically changed.

AI, from a demand generation perspective, I never thought I would live through another fast-moving disruptor, but it’s here. It’s happening.

What’s still a little bit unknown is how monetization will work. We know it’s going to happen, and what the consumer response will be. Will our funnels really shift to half the leads and double the output, which is some of the statistics I’m seeing on early-stage ChatGPT? How long will that be unique and differentiated? How will that iterate over time?

It’s a monumental shift, especially around performance marketing. Obviously, it’s changing the way we work, but save that for a different time. It’s a similar advent to when we went to digital search or performance, but now it’s AI.

With LLM, we’ve got to look at different metrics in terms of how you’re found.

Alex Gluz: What I find interesting is every time there’s a major disruption, everybody panics about the technology and forgets about the fundamentals.

When the internet hit, people thought the rules of marketing changed. They didn’t. You still need to know your audience, have a clear message and be where your buyers are.

AI is the same. The technology is different, but the core question doesn’t change: are you reaching the right people with the right message at the right time?

If you are, AI just makes you faster and more precise. If you’re not, AI just helps you do the wrong things at scale.

The difference this time is that AI doesn’t just change the channel. It changes the speed of everything, and also perhaps the quality and overall volume. Content creation, data analysis, optimization, it compresses timelines.

The gap between companies that get it and companies that don’t is going to widen much faster than it did with the internet. It’s much faster movement.

Jenn Reichenbacher: It’s also just a more competitive landscape. There are more competitors in this space today going after small business.

You’ve also got what’s happened on the SaaS side of the world in the last 15 years. Technology has been incredible. There’s exponentially more vertically tailored SaaS available for SMBs.

When I was coming into the payments space, it was still very much an on-prem POS environment, point-of-sale environment. There was hardly any online SaaS available, if any, and they weren’t being highly utilized. Those that were out there, people weren’t measuring the success of those businesses.

The superpower from a SaaS perspective is SaaS plus payments.

It’s really interesting to think about the SaaS community now. From a small business perspective, call it half to two-thirds are starting with some type of business management solution. For pure payments plays, that becomes an even more competitive market.

You’ve got to be looking at your payments acceptance and saying, “Hey, from a product scope, I’ve got to look different, feel different.” We’re using AI in our products to deliver a more comprehensive solution.

From an acquisition-stage perspective, one of the things I like is I’ve always been a big advocate of storytelling and content to support your marketing strategy. What I’m loving about LLM is it’s really catapulting on that, and it’s emphasizing that.

The traditional, “Hey, I’m just going to put super-low-cost slash freemium ads out in all the top affiliates or shopping communities and just blast the network and have a super-high initial CAC and hope I get the LTV to CAC on the back end,” it’s not going to benefit that structure.

It’s going to benefit those with more strategy, more time and more content. That’s a big piece of it.

You talked about ICPs. People need to be more in tune with where they’re winning and why they’re winning, and not just looking at casting the wide net.

This is an opportunity where focus will really benefit those who double down in specific verticals or specific products that can make meaningful impact for their consumers. Then they can really leverage that with the agentic community we’re living with, or AEO, if you would.

Content, customer experience and partner marketing

Alex Gluz: Content is still super important. I love how you say that.

I think that’s so important. You’re a numbers person. So am I. But the storytelling, I think that’s what makes us fall in love with marketing. This great story you can tell, and then it can touch the right people at the right time, at the right place, with the right message.

Why do you think so many companies still treat content as an afterthought, and what does it cost them?

Jenn Reichenbacher: I think they look at it as a cost center, and it’s because it’s not connected to the funnel the right way.

I’ve been fortunate, and people are sometimes surprised by this. I’ve been fortunate throughout my career to have both a performance budget and then what I would classify as a traditional marketing budget, where we have our events, we may have our public relations support, whatever we’re doing on that backside.

It’s important for me, when we’re talking about funnel performance, whether that’s ABM or direct acquisition, that we’re showcasing and thinking about the content that we’re producing that we can use there. We can use it in sequences. We can use it internally from a training perspective. We can use it in newsletters. We can use it on our website.

As we think about our content strategy, we’re always looking at it from a multidimensional lens.

So many companies focus just on the performance side, and it’s about ads and giving away product and just pure acquisition. They don’t look at the whole picture, the end-to-end funnel and the value of content.

To me, content is a fundamental, foundational part of marketing that you can’t succeed without. Now with AI and LLM models, it’s great because it’s pulling more from that.

The other side of that, just to shift a bit, is not forgetting your customer reviews, your online reviews. It’s been interesting, as my role has evolved to include customer experience, how that ties together so strategically.

This is an industry where I don’t think a lot of companies emphasize support enough. It’s been viewed as, “Hey, this is a self-service world.”

Being a small business owner has got to be one of the most challenging jobs in the world because you’re working in your business, not necessarily on it. You do need support. You need guidance. You need to be able to, not just tactically make sure that you’re processing, but you need help.

If you need to get a small business loan, or you want to understand the benefits of taking alternative payments or doing buy now, pay later, that’s where the consultative approach and the support really makes a difference for us.

Alex Gluz: It’s also understanding your customer in the different space. For example, if it’s a restaurant’s payment system, you have a dinner rush. If something is not working, you do want to get on the phone with somebody.

Jenn Reichenbacher: It’s a nightmare. It is.

It’s been interesting because we have a varied, multichannel strategy at Stax, similar to other firms that I’ve worked with in the past in the payments space.

We have an inbound sales team that’s working with a lot of new businesses, small businesses. They need some basic functionality, not a full business management system. We can help them with that.

One of our biggest growth engines over the past couple of years has been around embedded payments, working through ISVs. We’re actually working to help our ISVs drive payment attachment with their base and not just acquire.

We’ve got this real collaborative environment where we’re influencing, not just recruiting new ISVs in and building a community around that in very specific verticals through account-based marketing, but also co-marketing and helping educate our partners, once we sign them and get them all set up, on how they should be positioning and talking about the value that embedded payments provides for the merchant.

Building trust through pricing transparency and support

Alex Gluz: I love it. Let’s talk about the payments space a bit more. I do have experience, and we also work with some great clients. It’s a very dynamic and very competitive space, for sure.

Payments is notorious for bait-and-switch pricing and buried fees. Stax is very different, and it says, “We’re not doing that.” How do you get trust in an industry that’s essentially burned so many people?

Jenn Reichenbacher: It’s interesting, Alex. I’m glad that you asked this question because it’s really why I made the decision to join Stax.

When Stax was founded, now 12 years ago, it was actually started as a company called Fattmerchant. The founders really were committed to operating differently and not just coming out with a low-cost alternative.

Fattmerchant, now Stax, was the first company to come out with what I call payments-as-a-service pricing.

Our foundational model, and we do have traditional interchange-plus pricing options as well, but the vast majority of customers that we support are on a monthly subscription, very similar to the cable bill. It’s all-inclusive.

Obviously, we pass the transaction cost, but it’s based on your volume tier of what you’re processing, and we try to make it as simple and as transparent as possible.

It’s not for everyone. We’re the first company to say, “Hey, this might not be the right program for you, and maybe Stax isn’t the right fit.”

Foundationally, that was one of the things that I always respected when I was competing against Stax, and one of the things that I really love about the value proposition that we deliver for small businesses today.

We’ve kept that foundationally as part of our go-to-market. It’s key to our go-to-market. It’s key to what makes us unique. It’s one of the biggest attractions, and we’re going to stay steadfast to it.

Alex Gluz: This is actually one of the best positioning advantages you can have when the entire industry is known for having burned its customers or just not being transparent. Being the one that doesn’t do it is incredibly powerful.

You can’t just say it. You have to prove it. This is where I think most companies get it wrong. They put “transparent” on their website and think they’re done.

Real trust marketing means showing the receipts: customer reviews, side-by-side pricing comparisons and real testimonials from people who switched because they were tired of the games.

We’ve worked with a lot of companies in cybersecurity, and it’s quite a similar dynamic. Everyone claims to protect you, but the ones that show proof, real results, real stories, real data.

In payments, same thing. You have to over-index on proof because the default buyer assumption is that you lie, and that’s the starting point, and the market has to overcome that.

Jenn Reichenbacher: I alluded to it earlier, but one of the more interesting pieces of this expanded role has been we’re helping people acquire on the marketing side and then being able to carry that through from a support perspective and watch the reviews.

We’ve had a concentrated effort to really drive positive reviews. It’s a huge motivator for our team. Our team gets so excited.

We were a recent Stevie Award winner as we rounded out 2025.

We’ve got Trustpilot and Google scores of 4.4 and higher, with over 1,000 reviews on each. People think that’s silly, and it’s not. It’s because we go that extra mile, and it’s exactly what you’re talking about. You’ve got to be able to deliver on your value proposition.

Part of our value proposition is transparency and simplicity and support. We want to make sure that we triangulate our customers with that and have that through their entire life cycle of their experience with Stax.

Rebranding Fattmerchant and Merchant Warehouse

Alex Gluz: I have an interesting question. I know the company originally started as Fattmerchant, and then it changed its name to Stax. What was that decision like? What drove it, and how long did it take to really say, “Yes, we’re going to do this”?

Jenn Reichenbacher: I wasn’t with the company. The company changed the name in, I believe, early 2021. It could have been late 2020.

I think the rationale, if I recall from talking to other people that have been in the org, was Fattmerchant was primarily direct to SMB. As the company began to develop its own unique tech, some really slick onboarding tools, and expand into multichannel, especially into the embedded payments space, they just felt that a rebrand to Stax would be more suitable for an ISV-focused organization from an embedded payments perspective.

The X in Stax really exudes connection, integration.

We did the same exact thing. I was a part of the rebrand. I talked about my first experience in fintech, which was at Merchant Warehouse. This was an incredibly fun process and an honor to be a part of, but I was the team that led the rebranding of that organization for similar reasons.

We were pivoting from a direct ISO that was really servicing SMB, doing all digital marketing, to more of an embedded payments organization. We rebranded to Cayan, and it was a load of fun and a really fun, long-standing project that gives you a lot of insights.

One of the things I always say to people about brand in general, and I stole this from the agency that helped me with the Cayan rebranding, is when you think about your brand, it’s your vessel.

When you rebrand, it’s just the beginning of the next iteration of your company. We talk about storytelling. Part of your storytelling is pouring meaning into that vessel. That’s the way I always look at a brand.

When we launched Cayan, the company was excited, but it was like, “Okay, what does this really mean?” Then it was up to my marketing team to make sure that we were pivoting the narrative around what the company was doing.

A lot of that was the same trajectory that Fattmerchant was into Stax. Now we continue to build on the Stax brand. It’s also nice to walk into a company that has such a great brand and great brand reputation.

The founders of the organization and our private equity have set us up for great success with the work that’s been done to date.

Turning embedded payments into a revenue engine

Alex Gluz: I love the way you’re thinking about this. That’s a really great way to grow and evolve, and you just try to evolve to the next level.

There’s a lot of meaning behind this, and you’re saying this is a new stage of the development, and we want to build around this. I’ll keep that in mind. That’s a great perspective, Jenn.

One thing I wanted to mention, and we talked about this pre-interview also, is it’s an interesting way to look at things. It changes a lot how you approach marketing, how you approach sales, customer success and how you approach the product.

You’re not just selling the product. You’re selling the business model change.

How long does it take for a SaaS company to stop thinking of payments as a feature and more as a revenue engine?

Jenn Reichenbacher: It’s interesting because I think there are iterations of this. I always look at a SaaS business and say, “Okay, where are they on their payments journey?”

There are places where partnering with a company like Stax really makes sense, and there are places where maybe it doesn’t make sense.

In the embedded space, we’re seeing more value placed on the actual activation of embedded payments. Some of the really simplified APIs that are out there, and we have one as well, are great.

Probably five, seven years ago, even three years ago for some, even last year, having embedded payments was really a check mark. It was like, “Okay, I have embedded payments.”

Just doing the API and saying that you have payments offers zero value for your company. It does nothing to your valuation.

The superpower is how you go out and make sure that your customers and your prospects are using both your software and your payments, and it’s that one plus one equals three, hopefully one plus one equals four.

I reference this statistic a lot, but when you look at the early 2000s, the average public SaaS was growing at a rate of about 21 to 22%. That shifted into the low teens.

Now there’s just more downward pressure for revenue growth. Embedded payments with the right partner, to me, is the biggest lever that ISVs can pull and be focused on to really drive meaningful growth.

I was at a company where we actually bought 55 ISVs, and we started as a payments ISO. We were trying to connect the tech stacks in a few different verticals, but also make sure that everyone was getting the value out of embedded payments.

As we bought some of the companies, you started to see and hear, and I understand this completely, the mindset, but it was almost like they didn’t want the payments revenue to outshine the SaaS revenue.

You’ve really got to look at it holistically. We’ve talked a lot about value to your customer. You’ve got to look at it holistically and understand that it’s not just about the competitive nature of the two. It’s got to be viewed as one solution.

It’s not just about having the payments. It’s about activating payments and making sure that it’s delivering value for your customers, but also delivering value for your bottom line.

Where paid media fits in the marketing mix

Alex Gluz: Let’s shift gears a little bit. One thing I’ve been thinking about lately a lot is the role of paid media.

A lot of companies get it backwards. They treat paid like it’s strategy. They throw money at ads, get leads and hope they convert.

The way I see it, paid is an amplifier, not the foundation. The foundation is your positioning, your content, your customer proof. Paid just gets that in front of the right people faster.

When those things are strong, paid works incredibly well. When they’re weak, you just spend your money to show people something that doesn’t resonate and doesn’t hit hard.

We see this all the time. A client comes to us and says, “Paid is not working.” We dig in, and the ads are fine, but the targeting is off, the messaging doesn’t match what the buyer actually cares about, and the follow-up after the lead is received is broken.

We optimize those things, and performance flips completely.

For me, paid is the last piece, not the first piece. Get the audience, the message and the experience right, and paid just accelerates what’s already working.

What’s your take on where paid fits in an overall marketing engine, Jenn?

Jenn Reichenbacher: I don’t disagree with anything you’ve just said, Alex.

Especially in what I classify as a transactional funnel, a transactional model where your marketing team is feeding leads. You have live salespeople on the other end, but it’s a transactional sale. Typically, the sale is happening in anywhere from three to 30 days.

The mindset that I’ve seen in the last 15 years has been, “Hey, spend more money, get more out.” There are also a lot of diminishing returns in that.

You absolutely have to understand your audience, your segmentation, your offer and who’s going to really value it.

We were going out originally and trying to canvass everyone. We realized, as I talked about earlier, the subscription model, there’s a floor for how much someone’s processing per month that doesn’t make sense for us.

Rather than us trying to work those, we’ve actually just developed a referral partnership with a third party, and we refer that business over because that’s their bread and butter, and it’s not ours.

Do we compete in other markets? Yes, absolutely. On the mid-market and the ISV side, both of which we do, we can’t cast a wide net. We don’t have the funds to do that, nor do we have the resourcing to support it.

We’ve gotten very granular with our sales leadership about, “Hey, who are the people? What are your top prospects?” We’re going to try to canvass a wider net, but where do we really want to double-click in from a spend perspective?

That’s all about content. It’s all about multimedia syndication. It’s about creating experiences. It’s about being at events.

To borrow a term from the past, it’s much more of an integrated marketing experience.

To me, paid is a piece of that pie, but certainly not the only piece of the pie. You’ve got to have all the elements to make sure it’s working well.

Paid’s going to look different. Paid at the end of the year is going to look different than it has in the past.

You look at the marketplace in general. It’s always interesting because we do our own search on our own branded keywords, but then we also work with affiliates that are also paying into those. Finding the right mix.

I mentioned earlier, when I started, we probably had five major spend initiatives, and we had a referral partner as well that was doing a lot of small microbusinesses. We have over 50 different types of lead sources today.

Let’s not forget organic because we talked a lot about the brand and Stax’s brand and our value proposition. I talked about the customer experience stuff.

I’m not going to give the numbers away, but I would say close to a third of the business we bring in every month on our direct side of our business is through organic and direct contact.

You build a strong brand, you hold yourself tried and true to your value proposition, and over time you develop essentially a free inbound lead source that has a lot of trust, a lot of reputation tied to it, and just converts better and allows you to have a really nice blended mix of business.

Using AI to reduce friction and help small businesses

Alex Gluz: It’s definitely about having diversified assets and really trying new things. You said, “We have 50 sources of leads coming in.” That’s the ultimate goal. When everything is working, that’s when you get the maximum return.

We discussed a lot of things, Jenn. If you had to bet on one growth lever in 2026, what is it?

Jenn Reichenbacher: It’s AI. I’d expect you just to hang up on me if I didn’t have something to do with AI in the response to this question.

We talked beforehand, and I did think about this. I was like, “I wish I had some other crystal ball, marketing genius.” But I think it’s AI, and it’s for a couple of different reasons.

It’s about our sales. It’s about making us faster. That’s not about us pushing more through our own funnel. That’s about us streamlining the experience for our new customers and our partners.

The more we can reduce friction. Payments is a complicated space. You said it yourself earlier, Alex. It is. People don’t realize how much you have to go through to get a merchant account.

It’s regulated. It’s bank-sponsored. It feels and looks like a mortgage or a car loan sometimes.

Everywhere we can reduce friction, whether that’s new AI-based tools that we’re putting into our risk and underwriting, whether that’s AI tools that we’re using in our prospecting to deliver more personalization and more relevance, that’s a big piece of it.

We’re doing that in our CRM. We’re doing that in other third-party tools. We’re actually building some of our own tool sets to be able to help our teams deliver a better experience, whether that’s from a statement analysis.

The other side of it is in the product. You talk about making sure you’re delivering value and incremental value for your customers, and that’s what attracts new customers and new prospects to you.

One of the things our amazing team is doing is we’ve developed an AI tool. It’s going to be coming soon, but it’s essentially a layer within our portal. It’s really like a personal assistant within our portal that allows a consumer, a small business, to come in and do all kinds of comparisons just by asking Stax.

It’s literally type your question in: “How did my sales compare to last year?” Full chart. It prompts you to go deeper.

That’s something for small business that is just so critical. They just don’t have the time. Getting that analysis and making that more of an interactive tool is a huge advantage.

That’s just one example of many that are embedded in our products and our offerings that will be rolling out.

AI is making everything happen faster. It’s going to force more iteration, more personalization, and there will be things that don’t survive it.

AI is going to push all of us to be our best and to bet on the things that are going to make the best decision for the customer and have the best value for the organization as well.

Alex Gluz: It needs to go in context. This is the year when companies are starting to figure out real use cases.

Like you said, this is great. Especially a lot of small business owners, they are not on desktop. They’re on their phones. They cannot go and look through the spreadsheets. They’re in the store, restaurant. They don’t have time.

If you have this and they trust this, and they can say, “Hey, let me run numbers,” and it takes five minutes, that’s a really big use case.

That’s really great that we start seeing this, not hype, but real use cases, and you’re like, “Wow, it took me five minutes. It used to take me hours and days to figure this stuff out.”

Building cross-functional teams to adopt AI

Jenn Reichenbacher: We’ve put together an AI team, a cross-functional team: UI, UX, product. Our CTO’s involved in that. He’s been a huge advocate of AI since joining our company a few years back.

It’s been great because we’re also on a few different tenants. We have the ability to leverage those tools. We’re using NotebookLM for some communications things and market research.

We’ve got so many varieties, and people are able to go at their own speed within Stax.

We’re thinking about it internally: efficiency, external efficiency, external value. It’s been exciting.

As what I classify myself as an old dog, having talked at the beginning of this conversation about the world before the internet, I know it’s shocking. This has just breathed a whole new life.

I’m curious, and I enjoy playing around with all the different tools that are within our guardrails and understanding how we can do more. Whether that’s just using ChatGPT, whether that’s NotebookLM or HubSpot.

We have a great relationship with HubSpot. We’ve been really fortunate to take advantage of a lot of their AI agents and AI tool sets in a pilot and MVP, and now bringing them into full action.

It’s been a lot of fun. I love the energy that it creates. A little bit of a change is always good. It keeps you on your toes.

Alex Gluz: The best approach is these cross-functional teams, which are dynamic and getting input. Nothing can replace this dynamic and spreading the knowledge between the team. That’s what makes things exciting.

Not working in silos or just trying to figure things out. That gets frustrating. That’s when you get the biggest problems, when you work in a silo or you get in the rabbit holes. We all did that.

Jenn Reichenbacher: You hit it on the head, and that was going to be my follow-up, Alex. You literally nailed it.

These aren’t product squads that are just working on building this in silos. One of the other things we’re doing is sharing some of the successes.

Whether that be at an all-hands or team meetings, we’ll invite someone in to just say, “Hey, this is what this group just did in AI.”

Showcasing how easy some of these things are to do and leverage, and sharing the successes, is getting more and more people excited about it instead of being afraid of it.

Going into the second half of last year, it was like, “AI is going to replace everyone’s jobs. Watch out. AI is evil. Don’t lean in.”

It’s like, lean in and make it your superpower.

Mentors, career advice and closing remarks

Alex Gluz: I can tell you 100%, there are a lot of things it cannot do. Great talking with you, Jenn. I have one last question for you.

Jenn Reichenbacher: Sure.

Alex Gluz: Who were your mentors, and the best advice they gave you?

Jenn Reichenbacher: I talked a little bit at the beginning about what my major was. I would say both my parents, amazing mentors.

I grew up with a working mother who was a nurse, and my dad was in the finance side and hospitality. Always had a very strong work ethic. My grandmother worked, so I came from a long line of working females and balancing a lot.

I’ve also had the pleasure, it’s really been an honor, of working with some incredible people. I won’t name them because I’m always afraid if I name one, I’ll leave someone out.

I’ve worked with some incredible leaders who have always empowered me to explore, to make mistakes, to learn from those mistakes, and control what you can control and leave the rest behind.

I’ve been blessed. It’s been a phenomenal journey. It’s not over yet. I’m looking forward to what’s next and hopefully passing some of that on to the next generation, and sharing with different individuals in marketing and around the space my experience and guidance for them to capitalize on the experiences they’re having.

Alex Gluz: That’s great advice. We’ve been talking to Jenn Reichenbacher, Chief Marketing and Customer Experience Officer at Stax Payments.

Jenn, where can people learn more about you?

Jenn Reichenbacher: You can check me out on LinkedIn. There aren’t too many Reichenbachers. It’s R-E-I-C-H-E-N-B-A-C-H-E-R.

Also, just visit staxpayments.com.

Alex Gluz: For our listeners, if you would like to learn more about how we can help you build marketing revenue engines that empower growth, visit tamonroe.com or contact me on LinkedIn as well.

Jenn, thanks so much.

Jenn Reichenbacher: Alex, thank you so much. Have a great day, and such a pleasure speaking with you.

Alex Gluz: Likewise. Thank you, Jenn.

Build a predictable pipeline with T.A. Monroe Digital. Book your strategy call here.

Two Payments Marketing Motions, and What Each One Demands

Jenn runs both at Stax. They are frequently discussed as one market and they are not: the buyer, the cycle and the marketing output are different, and a team that funds them as a single motion tends to underperform at both.

Dimension Direct to small business Embedded payments through software partners
Who is buying An owner setting up to accept payments, often deciding late and under time pressure A software vendor deciding whether payments becomes part of its product and its revenue
Cycle length Transactional, roughly three to thirty days Long, relationship-led, continuing well past the signature
What marketing produces Comparison content, pricing clarity, reviews, inbound-ready offers Partner enablement, co-marketing, vertical account-based programmes
Where trust comes from Published pricing, review volume and scores, and consultative support after the sale Evidence that attachment actually lifts the partner's revenue and valuation
Role of paid media Amplifier on a working offer, with real diminishing returns past a point Narrow and targeted; casting a wide net is neither affordable nor supportable
The work after signing Retention and expansion through service and lifecycle communication Driving payment attachment inside the partner's existing customer base
How it fails Buying volume below the floor where the pricing model works Shipping the integration and treating it as done

A clearly labelled practical example of the attachment problem. This is an illustration, not client data. A software vendor integrates payments and announces it. Six months later a small share of its base is processing, because nothing in the product, onboarding or renewal conversation asks them to switch. The integration was never the constraint. The constraint was that no one was given a reason, at a moment when they were already thinking about it, and that is a marketing and enablement job rather than an engineering one.

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Quotable Moments

  • “You have to over-index on proof because the default buyer assumption is that you lie.”
  • “We’re the first company to say, “Hey, this might not be the right program for you, and maybe Stax isn’t the right fit.””
  • “I think they look at it as a cost center, and it’s because it’s not connected to the funnel the right way.”
  • “Just doing the API and saying that you have payments offers zero value for your company. It does nothing to your valuation.”
  • “To me, paid is a piece of that pie, but certainly not the only piece of the pie.”
  • “You build a strong brand, you hold yourself tried and true to your value proposition, and over time you develop essentially a free inbound lead source.”
  • “When you rebrand, it’s just the beginning of the next iteration of your company.”
  • “It’s like, lean in and make it your superpower.”

Frequently Asked Questions

How do payments companies market to their customers?

By competing on trust rather than headline rate. In practice that means pricing a merchant can understand before signing, published proof in the form of reviews and comparisons, content that educates across the whole funnel rather than only at the top, consultative support treated as part of the offer, and co-marketing through the software vendors that embed payments.

Why is trust the central problem in payments marketing?

Because the category has trained buyers to expect a quoted rate and a different bill. Merchants arrive assuming the pitch is misleading, so a payments company is not starting from neutral. It has to overcome a negative prior before any feature claim registers, which is why proof outperforms positioning language.

Does transparent pricing actually work as a differentiator?

It works when it is structural rather than stated. Stax prices the majority of its customers on an all-inclusive monthly subscription instead of a rate sheet, and tells prospects when they fall below the floor where that model makes sense. Turning business away is expensive, which is exactly what makes it believable.

Why do payments and fintech companies treat content as a cost centre?

Because it is usually measured only against top-of-funnel awareness, where its contribution looks thin. Jenn's argument is that the same asset should run in sales sequences, internal training, newsletters, the website and account-based programmes. Once it is doing that, it is funnel infrastructure and the cost-centre framing disappears.

What is embedded payments, and why is marketing it different?

Embedded payments means a software product processes payments inside its own experience rather than sending the customer elsewhere. The marketing job is not lead generation. It is helping an existing partner activate payments across the base it already has, which runs through enablement, co-marketing and vertical account-based programmes.

Why does having an embedded payments API add no value on its own?

Because a checkbox does not change revenue. Jenn is blunt that shipping the integration does nothing for valuation; the value appears only when a meaningful share of the partner's customers are actually processing. Activation, not availability, is the metric.

Where should paid media sit in a payments marketing mix?

After positioning, content and proof, not before them. Paid amplifies an offer that already converts and wastes money on one that does not. Both Alex and Jenn describe real diminishing returns on the “spend more, get more” approach, and Jenn notes close to a third of direct-side business now arrives organically.

How is AI changing marketing for payments companies?

On two fronts. Internally it strips friction out of a regulated, bank-sponsored onboarding process and sharpens prospecting personalisation. Externally it appears in the product, where Stax is building an in-portal assistant that answers a merchant's own questions about their sales. Jenn also expects discovery metrics to change as buyers ask LLMs rather than search engines, which rewards teams with depth of content.

Metrics Mentioned

Cost per thousand impressions (CPM) · Customer acquisition cost · LTV to CAC ratio · Lead source count · Share of business from organic and direct · Review volume and average review score · Payment attachment rate · Sales cycle length · Processing volume tier · SaaS revenue growth rate

Tools & Channels Discussed

Tools. HubSpot and its AI agents · ChatGPT · NotebookLM · CRM-embedded AI · AI in risk and underwriting · In-portal merchant analytics assistant · Trustpilot and Google reviews

Channels and surfaces. Paid search and branded keyword defence · Affiliate and comparison networks · SEO and organic · Answer engine and LLM visibility · Account-based marketing · Partner and ISV co-marketing · Email sequences · Newsletters · Public relations · Events · Referral partnerships · Inbound sales

Action Steps

  1. Write down what a merchant will actually pay you, in a form they can compare against a competitor without a phone call. If you cannot, pricing is a trust liability rather than a differentiator.
  2. Define the floor below which your model does not work, and build a referral route for everything under it instead of selling into losses.
  3. Audit your last quarter of content and count how many places each asset was used. Anything used once is being measured as a cost centre because it is being run as one.
  4. Treat reviews as an acquisition channel with an owner and a target, not as a support by-product.
  5. If you sell embedded payments, report attachment inside existing partner bases as the headline number, and put co-marketing and enablement budget behind it.
  6. Before raising paid budget, check targeting, message-to-buyer fit and post-lead follow-up. Those three account for most of what looks like a paid media problem.

Resources Mentioned

  • Stax Payments
  • Jenn Reichenbacher on LinkedIn
  • Alex Gluz on LinkedIn
  • HubSpot
  • NotebookLM
  • T.A. Monroe Digital Agency

Related Episodes

  • How should a fintech allocate a limited B2B marketing budget? Ryan George of Docupace on lead quality when the budget will not grow, the same constraint Jenn describes on the mid-market and ISV side.
  • Mastering Go-to-Market Strategies and Customer Retention With Brian Warrick On competing without leading with price, and keeping the customers you win.

T.A. Monroe’s Take: In Low-Trust Categories, Proof Is the Growth Lever

Most marketing advice assumes a neutral buyer. In payments the buyer is not neutral, and neither is the buyer in cybersecurity, in lending, or in any category where the previous vendor overpromised. The starting position is suspicion, and suspicion is not overcome by better adjectives.

Structure beats language. What makes Stax's transparency claim land is not the word on the website, it is a pricing model a merchant can verify and a willingness to decline unsuitable business. That is the pattern we see work: pick the claim you are prepared to pay for, then make the cost of it visible. Everything cheap to say gets discounted by the buyer automatically.

Across eight years and more than 3,500 campaigns on Google, LinkedIn and Meta, our frameworks have delivered an average 53% increase in high quality leads and an average 27% reduction in customer acquisition cost. In low-trust categories the gain rarely comes from the ad account. It comes from fixing the proof layer the ads are pointing at, then letting paid amplify something that now survives scrutiny.

See how our team builds fintech and B2B SaaS demand generation as an extension of yours.

What This Looks Like for a Payments Platform

Netevia launched a brand new point of sale product into a market that had never heard of it. T.A. Monroe built the brand awareness campaigns and rebuilt the paid media around them, producing a 420% increase in leads and a 46.9% reduction in cost per acquisition. The case study sets out what changed and why.

Payments company marketing in practice: the Netevia case study
See the Netevia Case Study

Sponsor for this episode

This episode is brought to you by T.A. Monroe Digital. At T.A. Monroe, we build world class revenue engines for B2B SaaS companies. What that means is we do everything behind the scenes to generate you tons of qualified leads, opportunities and customers.

  1. We build highly effective marketing systems and scale their profitably through our demand generation strategies.
  2. We think scientifically on how to scale your demand and revenue.
  3. We bring decades of experience.

Email us at alex@tamonroe.com or visit www.tamonroe.com today to schedule a strategy session or learn more about our mission.

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July 22, 2025

Proven Strategies to Lower B2B SaaS Customer Acquisition Costs in 2025

Cut your B2B SaaS marketing costs with this comprehensive B2B funnel optimization guide. Reduce CAC, optimize conversion rates, and accelerate growth.

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September 5, 2025

What Should a B2B SaaS Company Spend on Marketing? With Christine Royston of Wrike

Wrike CMO Christine Royston on how to size a marketing budget, what agencies actually charge in 2026, and how to defend the number in front of a CFO.

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August 15, 2025

Fixing Broken B2B Sales Workflows With AI-Powered Strategies With Usman Sheikh

Discover how AI-powered strategies can fix broken B2B sales workflows, boost efficiency, and improve conversion rates with Usman Sheikh.

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August 1, 2025

How Trust Is Key to Growth in Today’s AI World With Kristin Oelke

In this episode of the Revenue Engine Podcast, host Alex Gluz is joined by Kristin Oelke, Managing Director for Growth Services at Brightrose Ventures, to talk about why trust is more important than ever for growth in today’s AI-driven world.

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July 18, 2025

Balancing Brand and Performance Marketing in B2B SaaS With Mike Braund

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Mike Braund, Senior Director of Marketing Operations and Digital Marketing at Iterable, to discuss how to align brand and performance marketing in B2B SaaS.

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July 4, 2025

Building Trust and Standing Out in Saturated Markets With Ani Obermeier

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Ani Obermeier, Board Advisor at WorkBuzz, to talk about building trust and standing out in saturated markets.

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June 6, 2025

How Do You Define an Ideal Customer Profile for B2B SaaS? With Former Recurly CRO, Nick Naso

Former Recurly CRO, Nick Naso, on why most lead quality arguments are really ICP arguments, and how often you should be rewriting the definition.

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June 20, 2025

Reinventing Modern B2B Marketing Through Branding, Community, and AI With Sylvia LePoidevin

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Sylvia LePoidevin, CMO at Kandji, to talk about reinventing modern B2B marketing through branding, community, and AI.

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May 23, 2025

The Five Pillars of Partnership Success With Patrick Ferdig

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Patrick Ferdig, Founder and Principal Consultant at The Power of Partnering, to discuss the five pillars of partnership success. They explore why trust drives results, how alignment shapes execution, and what businesses must prioritize to turn partners into revenue engines. Patrick also gives advice on scaling outreach using AI tools.

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May 2, 2025

AI in B2B SaaS Marketing: How It’s Reshaping Strategy, Content & Customer Experience

Whether you're just exploring automation or already experimenting with tools like GPT-4 or Jasper, this guide breaks down how AI is transforming every stage of the B2B SaaS funnel.

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May 9, 2025

Building an AI-Driven Content Engine With Mark Stiltner

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Mark Stiltner, Senior Director of Content and Web Marketing at Rapyd, to talk about building an AI-powered content strategy. They discuss weaving AI into SEO workflows, shifting from traditional search optimization to AI model visibility, and balancing automation with creativity. Mark also shares practical ways to future-proof marketing teams in an AI-driven landscape.

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April 18, 2025

Why Are Our B2B SaaS Leads Not Converting? With Bethany Prettyman

Usually the funnel model is wrong, not the leads. Bethany Prettyman on loop models, tracking intent and velocity instead of MQLs, and what to fix first.

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April 14, 2025

Interview: The Biggest Challenges in B2B SaaS Marketing with Alex Gluz

B2B SaaS companies face significant challenges in today's market environment. Dr. Jeremy Weisz of Rise25 interviews Alex Gluz. They discuss the most pressing challenges in B2B SaaS marketing and practical approaches to overcome them.

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April 4, 2025

Making Cybersecurity Simple, Scalable, and Phishing Resistant With Ronnie Manning

Ronnie Manning is the Chief Brand Associate at Yubico, a global cybersecurity company renowned for inventing the YubiKey, which offers phishing-resistant multi-factor authentication solutions. With over 20 years of experience in agency and corporate communications, he has focused on public relations and marketing strategies to bring new technology products to market. Prior to joining Yubico, Ronnie held positions at Raytheon/Websense and Edelman Public Relations. At Yubico, he has been instrumental in promoting the adoption of hardware-based authentication solutions and advocating for enhanced cybersecurity measures.

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July 27, 2026

The Ultimate B2B SaaS Demand Generation Playbook for 2026: Building Sustainable Growth Through Brand, Product, and Community

Gain actionable insights and access to practical tools designed to build a robust and sustainable demand engine that will thrive in 2026 and beyond.

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March 14, 2025

What is B2B demand generation, and how does buyer psychology drive it? With Kerry Rana

What is B2B demand generation? ExtraHop’s Kerry Rana on the eight components of a plan that works and why buyer psychology decides if it lands.

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April 2, 2025

Workshop: The Blueprint for Marketing & Sales Alignment With Michael Tucker

Alex Gluz and Michael Tucker of Rocky Mountain Revops share a framework to fix broken marketing-sales systems. Michael explains architecture mapping to visualize and optimize the buyer's journey across channels and sales stages.

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January 9, 2025

Unlocking Event Success: How Paid Media Strategies Drive High-Impact Outcomes for SaaS Event Marketing

In the competitive SaaS event marketing space, leveraging paid media strategies is essential. As economic pressures and technological advancements reshape the industry, adopting innovative approaches helps maximize ROI and stand out.

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January 31, 2025

Purpose vs. Mission: Building Brands That Inspire With Dave Minifie

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Dave Minifie, Chief Marketing Officer at Terakeet, to discuss how companies can build purpose-driven brands. Dave breaks down the difference between mission and purpose, explains how a clear purpose fuels customer engagement and growth, and explores the impact of AI and search engines on brand visibility. He also shares insights on navigating leadership transitions and staying ahead in a changing marketing landscape.

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January 21, 2025

The Biggest Challenges in B2B SaaS Marketing and How To Approach Them

In this episode of the Revenue Engine Podcast, Dr. Jeremy Weisz from Rise25 interviews Alex Gluz to discuss the biggest challenges in B2B SaaS marketing and actionable strategies to address them. Together, they explore how marketers can navigate prolonged sales cycles, optimize acquisition costs, and differentiate their offerings in a saturated market. Alex also shares how personalization, thought leadership, and customer retention can be game changers for driving growth.

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December 20, 2024

Building Growth Engines: Data, Compliance, and Customer Success Highlights

In this episode of the Revenue Engine Podcast, Alex Gluz reflects on his impactful conversations with Kathleen Booth, Rich Liu, Sam Li, Hunter Montgomery, and Usman Sheikh. These industry leaders unpack the power of data-driven decisions, the evolving compliance landscape, and the role of customer success in building growth engines that thrive in today’s dynamic market.

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December 6, 2024

The Power of Long-Term Strategy in B2B Marketing With Katrine Rasmussen

In this episode of the Revenue Engine Podcast, Alex Gluz is joined by Katrine Rasmussen, Chief Marketing Officer at Pixelz, to discuss how long-term strategy shapes success in B2B marketing. They explore the nuances of managing extended sales cycles, the role of digital and in-person engagement in enterprise marketing, and the importance of differentiating your brand in a crowded market. Katrine also gives advice on scaling community building and thought leadership efforts to drive meaningful impact.

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November 8, 2024

Building Resilient Teams and Driving Data-Driven Growth With Russ Hawkins

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Russ Hawkins, President and CEO of Agilence, to discuss how he’s built resilient teams and driven data-powered growth throughout his career. Russ shares his insights on fostering a collaborative company culture, making strategic shifts to adapt to market demands, and the critical role of data in driving revenue growth. He also gives advice on avoiding common pitfalls in scaling.

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November 1, 2024

RevOps Made Simple With Michael Tucker

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Michael Tucker, Founder and Head Systems Architect at Rocky Mountain RevOps, to discuss simplifying RevOps strategies for maximum impact.

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October 18, 2024

Agility in B2B Marketing With Ashley Widener

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Ashley Widener, Director of Marketing at GoCo, to discuss how agility fuels success in B2B marketing. Ashley explains how building a marketing team from scratch allowed her to create a nimble, responsive approach.

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October 4, 2024

Mastering Customer-Centric Marketing Strategies With Samantha Bergin

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Samantha Bergin, Chief Marketing Officer at Center, to discuss mastering customer-centric marketing strategies.

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October 18, 2024

How Regular Negative Keyword Updates Improve Your B2B SaaS Ad Campaigns on Google

It’s no secret that in the B2B SaaS space, regularly optimizing Google Ads campaigns for maximum efficiency is essential. But, there’s one key strategy that is often overlooked—keeping your negative keyword list up to date.

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October 10, 2024

The ROI of LinkedIn Ads: Spending Smarter, Not More

As marketers in the B2B SaaS space, one of the most common challenges with LinkedIn Ads is ensuring that your budget is fully utilized without overpaying for traffic. While LinkedIn offers access to high-quality leads, it’s easy to blow through your budget if you’re not careful.

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September 20, 2024

Balancing Innovation and Resource Management in Startup Marketing With Caroline Ang Wright

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Caroline Ang Wright, Head of Marketing at Exodigo, to discuss building and leading marketing strategies in a startup landscape.

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October 3, 2024

The ROI of Intent Data: Measuring Success in B2B SaaS Marketing

As a B2B SaaS company, leveraging intent data has become an important action item in driving efficient growth and acquiring high-value customers. But how do you quantify its impact and prove its worth?

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September 6, 2024

Simplifying Complex Customer Journeys Through CXM With Sherri Schwartz

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Sherri Schwartz, Head of Marketing at OvationCXM, to discuss how to simplify complex customer journeys through CXM.

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September 26, 2024

LinkedIn Ad Budgeting: Making Sense of CPM and CPC in 2024

When it comes to B2B marketing, it’s no secret that LinkedIn continues to be a powerhouse platform for reaching decision-makers and professionals. But as the end of 2024 nears, one question looms: How can we optimize our ad spend on LinkedIn to maximize ROI?

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September 12, 2024

The 'Less is More' Approach: Simplifying Your B2B Strategy for Rapid Growth

B2B marketers often fall into the trap of doing more — more campaigns, more content, more channels — all in pursuit of growth. However, this can lead to diluted efforts, resource strain, and diminished returns.

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September 19, 2024

Cognitive Triggers in LinkedIn Advertising: A B2B Marketer's Guide

It’s no secret that in B2B marketing, LinkedIn stands out as a powerful platform for reaching decision-makers and professionals. But what you might not know is: Understanding the cognitive triggers behind LinkedIn ads can significantly boost your campaign performance and ROI.

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September 5, 2024

Measuring and Optimizing Customer Lifetime Value in B2B

When it comes to B2B SaaS, the path from initial contact to loyal customer is both challenging and rewarding. As ‘bigger and better’ solutions continue to reshape the business landscape, one element remains crucial — the ability to nurture and convert leads effectively.

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August 16, 2024

Cultivating Top-Tier Sales and Marketing Alignment in Real Estate Tech With Amanda Sullivan

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Amanda Sullivan, the Vice President of Growth at Sierra Interactive, to discuss the art of cultivating top-tier sales and marketing alignment in real estate tech

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August 29, 2024

From Stranger to Customer: Mapping the B2B SaaS Lead Warming Journey

When it comes to B2B SaaS, the path from initial contact to loyal customer is both challenging and rewarding. As ‘bigger and better’ solutions continue to reshape the business landscape, one element remains crucial — the ability to nurture and convert leads effectively.

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Podcast
August 2, 2024

The Power of Modern Market Intelligence With Greg Munves

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Greg Munves, CEO of OpenBrand, to discuss the power of modern market intelligence.

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Articles
August 22, 2024

5 Essential Steps to Align Sales and Marketing in High-Growth B2B SaaS Companies

A rapidly evolving B2B SaaS landscape awaits, where innovative solutions and disruptive technologies are continuously reshaping the way businesses operate. In this environment, one element stands tall, guiding companies toward consistent growth and long-term success: The seamless alignment of Sales and Marketing teams.

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August 15, 2024

Getting Personal: How to Create a Meaningful Customer Experience in Today's Digital-First World

It’s not news that we’re constantly being dominated by digital interactions. Creating a personal customer experience isn't just a nice-to-have — it's a crucial differentiator that sets your brand apart.

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August 8, 2024

The Power of Retargeting: Strategies for LinkedIn and Search Ads

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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Podcast
July 19, 2024

Optimizing Customer Marketing With Data-Driven Techniques With Hunter Montgomery

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Hunter Montgomery, Chief Marketing Officer at ChurnZero, to discuss optimizing customer marketing with data-driven techniques.

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Articles
July 24, 2024

Social Media Advertising: 2024 Trends and Best Practices

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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August 1, 2024

LinkedIn vs. Facebook Ads: Which is Right for Your B2B SaaS?

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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July 18, 2024

How to Create an Effective Go-to-Market Plan

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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Podcast
July 5, 2024

What does B2B SaaS paid media look like without third party cookies? With Mark McEachran

How B2B SaaS paid media strategy works without third party cookies: first party data, contextual targeting and pipeline measurement, with Mark McEachran.

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June 21, 2024

Mastering Go-to-Market Strategies and Customer Retention With Brian Warrick

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Brian Warrick, Revenue Leader at Baresquare, to discuss mastering go-to-market strategies and customer retention.

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June 7, 2024

The AI Advantage: Unlocking the Power of Data Science in Marketing With Jon Morra of Zefr

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Jon Morra, the Chief AI Officer at Zefr, to discuss how AI is revolutionizing marketing.

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June 19, 2024

The Power of Data-Driven Marketing: How to Leverage Analytics for Growth

As a B2B SaaS company in today's digital landscape, you can't afford to rely on guesswork when it comes to your marketing efforts. The key to driving sustainable growth and staying ahead of the competition? Data-driven marketing powered by comprehensive analytics.

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Podcast
May 24, 2024

The Data-Driven Guide to Thriving in a Hybrid Work Environment With Rob Sadow

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Rob Sadow, CEO and Co-founder of Scoop, to discuss the intricacies of hybrid work.

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May 10, 2024

Marketing and Growing as a Compliance Company With Sam Li of Thoropass

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Sam Li, the CEO and Founder of Thoropass, to discuss the secrets of marketing.

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April 26, 2024

Invaluable Lessons From a Marketing Executive With Kathleen Booth of Pavilion

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Kathleen Booth, the Senior Vice President of Marketing and Growth at Pavilion, to discuss some of her greatest insights into digital marketing.

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March 1, 2024

Humanizing B2B Sales and Marketing Through AI With Usman Sheikh of xiQ

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Usman Sheikh, the Founder and CEO of xiQ, to break down the process of personalizing sales. They talk about the power of AI to connect with customers, understanding the behavioral code in people, and making your mark in an oversaturated market. They also explain the way to maximize email marketing and where the field is heading in the future.

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April 12, 2024

Identifying and Overcoming Challenges With Quentin Kasseh of Nomad Engineers Consulting Group

In this episode of the Revenue Engine Podcast, Alex Gluz has a conversation with Quentin Kasseh, Founder of Nomad Engineers Consulting Group, about overcoming marketing and business challenges.

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March 29, 2024

A Coach’s Advice for Startups and Founders With Dane Holewinski of Decode Coaching

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Dane Holewinski, the Founder and CEO Coach at Decode, to discuss a coach’s tips and strategies for startup founders.

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March 15, 2024

Marketing Companies From Startups to IPO With Rich Liu of Everlaw

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Rich Liu, the Chief Business Officer at Everlaw, to discuss marketing at different stages of growth. The two break down the current marketing landscape with AI, lessons learned from switching to digital marketing, and how to use funding at an early stage.

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January 19, 2024

Developing and Marketing Technology Products With Dylan Serota of Terminal.io

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Dylan Serota, the CEO and Co-founder of Terminal.io, about marketing and optimizing technology products. They discuss engineering resilience, identifying clients, AI in tech products, and how Dylan would utilize startup funding if he were to do it again.

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February 16, 2024

Managing and Optimizing Multi-Channel Campaigns With Frederik Hermann of Beekeeper

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Frederik Hermann, the Vice President of Digital Marketing at Beekeeper, to discuss multi-channel campaigns and how to manage teams. They walk through thought leadership, pipeline growth, and leveraging modern marketing technology. They also touch on the newest opportunities for marketers in 2024.

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February 5, 2024

Identifying Blindspots: Hidden Demand Gen Costs Stunting Your Growth

For B2B SaaS companies, meeting revenue growth goals depends heavily on having an effective demand-generation engine. But all too often, there are hidden costs sabotaging demand gen efforts behind the scenes.

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January 5, 2024

Driving Sustainable and Predictable Growth With Michael Krause of Tovuti LMS

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Michael Krause, the COO and Chief Growth Officer at Tovuti LMS, on the best practices for sustainable growth.

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January 10, 2024

Overcoming the «Limited Marketing Budget» Challenge

LinkedIn advertising presents a major opportunity for B2B SaaS companies looking to generate quality leads and accelerate growth. With over 930 million members, LinkedIn provides access to a massive professional audience. However, simply creating a few basic Sponsored Content ads is not enough to cut through the noise on this crowded platform.

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December 22, 2023

Product Marketing to B2B, B2C, and B2G With Nitin Kartik of Carbyne

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Nitin Kartik, the Director of Product Marketing at Carbyne, to discuss the differences in marketing B2B, B2C, and B2G.

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