Ben Lu

Energizer
DISC Type : I

Chief Financial Officer at Aisera

Pleasanton, California, United States

Overview

Ben Lu is the Chief Financial Officer at Aisera, where he leverages a 30-year career with a unique blend of experience as an operational finance executive and a global technology equity investor. He is a Chartered Financial Analyst and holds a Bachelor of Science from the NYU Stern School of Business.

His professional focus is on driving financial results and managing investor relations, drawing from extensive experience in the technology, consumer, and software sectors. He is an active member of the finance community, serving on the board for NIRI Silicon Valley.

His dual background in both operational finance and global technology equity investing provides him with a distinctive strategic perspective.

Personality Overview

Believer

Informal

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Agentic AI ROI
He frequently highlights Aisera's leadership in agentic AI, emphasizing its ability to deliver sustainable and durable ROI for enterprises.
AI in ITSM
Proud of Aisera's recognition as a Leader in Gartner's Magic Quadrant for AI applications in IT Service Management, a topic he has publicly celebrated.
Operational Finance
His background includes implementing detailed cash budgeting, forecasting, and managing credit facilities to improve a company's liquidity and cash runway.

Media Appearances

Ben has no verified media appearances

Work History

8-2024
Chief Financial Officer at Aisera
1-2023 - 8-2024
Independent Consultant at Self-employed
9-2022 - 1-2023
Chief Financial Officer at Bird
6-2018 - 6-2022
Board Member at NIRI Silicon Valley
2-2022 - 4-2022
Advisor at Archer

Education

Bachelor of Science (B.S.) from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 7 Location : Pleasanton, California, United States Job Level : Leadership Designation : Chief Financial Officer at Aisera
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Ben

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Ben take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Ben

Personality Compatibility


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