Sara Roberts

Captain
DISC Type : DS

Creator, Producer & Co-host at Promptly Speaking Podcast

Denver, Colorado, United States

Overview

Sara Roberts is the founder of Bayview Talent, a recruiting agency specializing in building foundational Customer Success teams for Series A SaaS startups. Her approach is shaped by her experience at Zenefits and she studied at the University of California, Berkeley. People she has worked with describe her as phenomenal, proactive, and diligent.

As an SF native now based in Denver, Sara co-hosts the "Promptly Speaking" podcast, which explores the practical applications and impact of artificial intelligence. Outside of her professional life, she is a mother and a board game enthusiast.

Her passion for customer success was ignited after witnessing Zenefits grow from 54 to over 1, 000 employees, which inspired her to launch her own specialized agency.

Personality Overview

Output-Driven

Dynamic But Sincere

Consummate Professional

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Customer Success Hiring
Her recruiting firm, Bayview Talent, exclusively focuses on placing Customer Success leaders and teams within early-stage SaaS companies.
AI's Real-World Impact
Co-hosts the "Promptly Speaking" podcast, which focuses on how AI is reshaping work, creativity, and daily life for professionals and business leaders.
Startup Scaling
Specializes in helping Series A startups build their foundational teams, drawing on her insights from observing hyper-growth companies like Zenefits.

Media Appearances

Sara has no verified media appearances

Work History

9-2025
Creator, Producer & Co-host at Promptly Speaking Podcast
7-2025 - 2-2026
Talent Advisor at HockeyStack
3-2025 - 7-2025
Talent Advisor at Great Question
8-2022 - 3-2023
Talent Advisor at Keeper.app
2-2022 - 5-2022
Talent Advisor at strongDM

Education

2009 - 2011
Undergraduate from University of California, Berkeley
2007 - 2009
Undergraduate from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 10 Location : Denver, Colorado, United States Job Level : Leadership Designation : Creator, Producer & Co-host at Promptly Speaking Podcast
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Insights For Selling To Sara

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sara is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sara

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sara move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sara take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sara

Personality Compatibility


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