Jennifer Bao

Inspirer
DISC Type : id

Global Head of Finance and Operations at Tabsdata

Monterey, California, United States

Overview

Jennifer Bao is a highly operational finance executive with over 25 years of experience scaling B2B SaaS startups. She has built finance teams from the ground up, guiding companies to successful acquisitions, including StreamSets $584M exit. She holds an MBA and currently leads Finance and Operations at Tabsdata.

Her interest in finance began in college, driven by a passion for international economics and global affairs, combined with a strong aptitude for quantitative analysis. She has genuinely loved her profession for three decades, finding the analytical and leadership aspects of corporate finance highly rewarding.

She was instrumental in building and managing all financial operations for StreamSets, from its inception to its $584 million acquisition.

Personality Overview

Fast Adopter

Confident & Optimistic

Decisive

They measure a product on its merit but can be influenced by strong testimonials.  They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation.

Topics They Care About

Scaling Startups
Her career focus is building and leading the financial operations for tech startups from their earliest stages through to major growth, IPO, or acquisition.
SaaS Finance
She has extensive, specialized experience in the end-to-end accounting and financial reporting required for B2B SaaS business models.
DataOps and Integration
She has shown interest in the DataOps community and currently works for Tabsdata, a company focused on transforming data integration.

Media Appearances

Jennifer has no verified media appearances

Work History

7-2024
Global Head of Finance and Operations at Tabsdata
3-2023 - 7-2024
Controller at Chronosphere
3-2016 - 2-2023
VP Finance at StreamSets
10-2008 - 3-2016
Senior Consultant - start-up service at Accretive Solutions
8-2007 - 9-2008
Accounting and HR Manager at Lion Cells Inc

Education

1991 - 1993
MBA from University of Illinois Chicago
1985 - 1989
BA from Instititute of International Relations

More Information

Social Presence :

Prographics :

Exp : 18 Location : Monterey, California, United States Job Level : Mid-senior Designation : Global Head of Finance and Operations at Tabsdata
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Get them to a point where they are ready to bat for your product internally
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Jennifer

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Jennifer take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Jennifer

Personality Compatibility


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