Ido Perlstein

Evaluator
DISC Type : dsc

Director of Commercial Operations, FP&A at Diligent

United Kingdom

Overview

Ido Perlstein is the Director of Commercial Operations, FP&A at Diligent, leveraging a background as a CPA and an MBA from Tel Aviv University. He specializes in financial automation and strategic growth, previously leading the finance function at Vault Platform through a successful acquisition by Diligent.

Outside of his finance career, Ido is an avid outdoors enthusiast. He enjoys running, bouldering, and cross-country traveling, dedicating his spare time to these activities with his family and friends.

Ido is deeply invested in the practical application of AI in finance, actively sharing insights on how new models can reshape financial workflows.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

AI in Finance
Actively explores and shares insights on how generative AI, such as GPT-5, can be practically applied to transform financial tasks and create value for finance professionals.
Strategic Growth
Focuses on identifying and developing new business opportunities, designing business experiments, and using AI-enabled execution to analyze performance and drive growth.
Scaling Finance Ops
Experienced in building and optimizing finance operations from the ground up, including implementing CRM and ERP systems and streamlining treasury activities for growing companies.

Media Appearances

Ido has no verified media appearances

Work History

1-2026
Director of Commercial Operations, FP&A at Diligent
4-2024 - 1-2026
VP of Finance at Vault Platform
12-2021 - 1-2024
VP of Finance at Forbes Advisor
10-2021 - 12-2021
Director of Finance at Forbes Advisor
1-2021 - 10-2021
Senior Financial Accountant, Global Distribution at Outbrain

Education

2018 - 2019
Master of Business Administration - MBA from Tel Aviv University - Coller School of Management
2012 - 2014
B.A of accounting and Business management from The Hebrew University of Jerusalem

More Information

Social Presence :

Prographics :

Exp : 8 Location : United Kingdom Job Level : Mid-senior Designation : Director of Commercial Operations, FP&A at Diligent
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Insights For Selling To Ido

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ido is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Ido

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Ido move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Ido take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Ido

Personality Compatibility


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