Inside the Ohana
/ Episode
13

Inside the Ohana: The Value of a Beginner’s Mindset with Jim Sinai

On this episode, Jim shares lessons learned from his biggest projects as marketing leader at Salesforce, and how his beginner's mind helped him succeed.

Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.

Industry
Financial Services
Founded
2019
Jim Sinai

Guest Bio

Jim Sinai is the Chief Marketing Officer at Vanilla. He is responsible for the including brand, messaging, product go-to-market, customer messaging, content, and communications. Jim also serves as an advisor to Insight Partners where he helps their investment team with construction tech investments. Prior to Vanilla, Jim ran the global marketing function at Procore where he helped the company more than double in revenue culminating in an IPO in May of 2021. Before Procore, Jim served as a marketing leader at Salesforce on various businesses including Salesforce Einstein, Salesforce Platform, AppExchange, Data.com, Salesforce Industries. 

Guest Bio

Jim Sinai is the Chief Marketing Officer at Vanilla. He is responsible for the including brand, messaging, product go-to-market, customer messaging, content, and communications. Jim also serves as an advisor to Insight Partners where he helps their investment team with construction tech investments. Prior to Vanilla, Jim ran the global marketing function at Procore where he helped the company more than double in revenue culminating in an IPO in May of 2021. Before Procore, Jim served as a marketing leader at Salesforce on various businesses including Salesforce Einstein, Salesforce Platform, AppExchange, Data.com, Salesforce Industries. 

Episode Summary

Meet Jim Sinai, CMO at Vanilla and former marketing leader at Salesforce. During his 8 years at Salesforce, Jim worked on various businesses including Salesforce Einstein, Salesforce Platform, AppExchange, Data.com, and Salesforce Industries. In this episode, Jim shares the lessons he’s learned from his biggest projects at Salesforce and how keeping a beginner’s mindset has helped him succeed.

Key Takeaways

Quotes

“If you’re not rooted in the concept of a beginner’s mind, your projects will fail.”

Episode Highlights

*(1:56) - Ohana Origins: Meet Jim Sinai 

*(7:29) -  What Does the Ohana mean to Jim?

*(11:53) - What’s Cooking: Jim’s Current Role at Vanilla

*(19:45) - Future Forecast: What’s in Store for the Salesforce ecosystem?

*(19:07) - Advice for Aspiring Marketing Leaders
*(22:22) - Lightning Round!

Episodes Transcript

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