Charles Heist IV

Judge
DISC Type : Dc

VP Revenue Operations at Stealth Mode Startup Company

Greater Tampa Bay Area, United States

Overview

Charles is the Senior Director of Finance & Strategy at KnowBe4, leveraging a unique background in both finance and supply chain management. An alumnus of Florida State Universitys College of Business, he has expertise in financial forecasting, process improvement, and contract negotiation, driving strategy for a top-tier cybersecurity firm.

He holds a Logistics Lean Sigma Green Belt Certification, blending financial acumen with process optimization skills.

Personality Overview

Fast But Wary

Demanding

Features Driven

They are not focused on building rapport and relationships.  They respond better to strong and respectful interactions. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Cybersecurity Awareness
Actively promotes KnowBe4's mission and shares content about building a strong security culture to mitigate human risk.
International Growth
Expressed enthusiasm for supporting KnowBe4's global customers in conjunction with the company's expanding international leadership team.
Financial Strategy
His career is built on financial modeling, forecasting, budgeting, and providing analysis to executive teams and boards of directors.

Media Appearances

Charles has no verified media appearances

Work History

2-2026
VP Revenue Operations at Stealth Mode Startup Company
5-2023 - 2-2026
Senior Director of Finance & Strategy at KnowBe4
1-2021 - 5-2023
Finance & Strategy Director at KnowBe4
4-2020 - 1-2021
Finance & Strategy Senior Manager at KnowBe4
8-2019 - 4-2020
Controller - Americas Sales and Marketing at Welbilt Inc.

Education

2013 - 2013
Executive Education Course from Northwestern University
2001 - 2004
Finance from Florida State University - College of Business
2001 - 2004
Finance from Florida State University - Herbert Wertheim College of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Tampa Bay Area, United States Job Level : Senior Designation : VP Revenue Operations at Stealth Mode Startup Company
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust
  • Speak about competitive differentiation that your product offers

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Charles

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They can take decisions very fast if you manage to convince them.
  • Can Charles take some risk or not?

  • The risks don’t matter much to them.

You And Charles

Personality Compatibility


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