Behind the targets: How ZoomInfo, Klaviyo, and Red Hat align finance and revenue

Finance and revenue leaders don’t always see eye to eye—but when it comes to setting sales targets, quotas, and comp plans, alignment is non-negotiable. In this special episode of The Sales Compensation Show, senior leaders from ZoomInfo, Red Hat, and Klaviyo share how their teams navigate the complexities of cross-functional planning. Moderated by Forma.ai’s David Gerardi, the conversation explores: How finance and revenue teams approach sales planning differently, balance growth targets with fiscal responsibility, consider quota setting, comp plan design, and forecasting risk, plus how these leaders recommend building trust—and avoiding misalignment—between GTM and finance. This candid panel will give you a window into how real, high-performing companies tackle the planning process *together*.