Chip Pate

Enthusiast
DISC Type : i

Chief Financial Officer at Lumivero

Austin, Texas, United States

Overview

Chip Pate is the Chief Financial Officer at Lumivero, specializing in financial leadership for private equity-backed software companies. An alumnus of the University of Virginia and UT Austins McCombs School of Business, colleagues describe him as a "detail oriented" and "results driven" leader.

He shows a strong interest in building high-performing teams, personally sharing job openings and encouraging his network to join his companies. His professional activities also indicate a focus on innovation in the higher education and research sectors through his work at Lumivero.

He has a distinct focus on building out back-office finance and HR teams for growing technology businesses.

Personality Overview

Story Driven

Consensus Focused

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

PE-Backed Software
His career is centered on financial leadership roles at software companies backed by major private equity firms.
Building Finance Teams
He personally posts about hiring key financial roles, such as Director of FP&A, to build out the back-office infrastructure at his companies.
HigherEd Innovation
He actively promotes his company's work in experiential learning and improving student outcomes, indicating a focus on the future of education.

Media Appearances

Chip has no verified media appearances

Work History

6-2024
Chief Financial Officer at Lumivero
8-2023 - 3-2025
CFO Operating Partner at Logicbroker
8-2022 - 6-2024
Chief Financial Officer at Encompass Technologies
1-2020 - 7-2022
Chief Operating Officer & Chief Financial Officer at SecureLink
11-2017 - 1-2020
Chief Financial Officer at SecureLink

Education

2008 - 2011
Master of Business Administration from THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business
1998 - 2002
Bachelor of Science from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 10 Location : Austin, Texas, United States Job Level : Leadership Designation : Chief Financial Officer at Lumivero
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Insights For Selling To Chip

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chip is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Chip

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Chip move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Chip take some risk or not?

  • They can take some low-probability risks if needed.

You And Chip

Personality Compatibility


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