Brad Roberts

Pioneer
DISC Type : DIS

Chief Financial Officer at ThoughtSpot

San Francisco, California, United States

Overview

Brad Roberts is the Chief Financial Officer at ThoughtSpot, focused on building the AI-enabled enterprise with an operators mindset. An alumnus of The Wharton School and the University of Pennsylvania, he specializes in scaling high-growth B2B SaaS companies. Colleagues describe him as exceptionally intelligent, strategic, and resourceful.

He is an active member of exclusive, invitation-only communities like FOG Ventures and the Operators Guild. Through these groups, he engages with top technology leaders, advises early-stage startups, and invests in the next generation of tech companies, blending his professional expertise with a passion for innovation.

Unique fact: Brad is part of FOG Ventures, a community where experienced operators from top tech companies invest in and advise early-stage startups.

Personality Overview

Driven But Considerate

Friendly But Fast

Decisive But Friendly

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Agentic AI
He is a vocal advocate for leveraging Agentic AI to streamline analytics workflows, eliminate repetitive tasks, and empower business users with data-driven insights at ThoughtSpot.
Scaling SaaS Businesses
His career highlights a focus on maturing hyper-growth B2B SaaS companies by improving analytics, internal communication, and overall decision-making to move businesses upmarket.
Venture Investing
As a member of FOG Ventures, he actively invests in and advises early-stage technology startups, indicating a strong interest in the venture capital ecosystem.

Media Appearances

Brad has no verified media appearances

Work History

2-2025
Chief Financial Officer at ThoughtSpot
Member at Operators Guild
Member at FOG Ventures
2-2025
CFO at Telcontar
7-2024 - 12-2024
Interim CFO at ThoughtSpot

Education

Bachelor of Applied Science (BASc) from University of Pennsylvania
Bachelor of Science (BS) from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 1 Location : San Francisco, California, United States Job Level : Leadership Designation : Chief Financial Officer at ThoughtSpot
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Showcase existing customers and use case-studies to grab their attention
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Brad

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They are generally fast movers and can take quick decisions
  • Can Brad take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Brad

Personality Compatibility


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