Joe Schab

Enthusiast
DISC Type : i

Chief Executive Officer at FinQuery, Formerly LeaseQuery

Atlanta Metropolitan Area, United States

Overview

Joe Schab is the CEO of FinQuery, an expert in scaling high-growth B2B SaaS companies. Described as a "rock solid operating executive, " he has a history of leading organizations through successful exits and holds an MBA from Emory University. His focus is on AI-powered accounting automation for the Office of the CFO.

Outside of his executive role, Joe is a family man who resides in the Atlanta suburb of Sandy Springs, Georgia, with his wife and two children. His career has been consistently based in the Atlanta area, where he is an active business leader.

Unique fact: Joe is a listed inventor on a patent for a "System and Apparatus for Identifier Matching and Management. "

Personality Overview

Story Driven

Optimistic

Consensus Focused

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 are more about building relationships than just cutting deals.

Topics They Care About

Scaling SaaS Companies
Referred to as a “serial operator, ” he has deep experience operationalizing and scaling high-growth technology companies from startup to enterprise-level.
AI in Accounting
Leads FinQuery's mission to modernize accounting with its AI-powered "Intelligent Subledger" platform, automating complex financial workflows and enhancing compliance.
Building Company Culture
He frequently emphasizes building world-class teams and creating a culture of performance and accountability, stating that "the best companies are built by the best people. "

Media Appearances

Joe has no verified media appearances

Work History

1-2025
Chief Executive Officer at FinQuery, Formerly LeaseQuery
6-2020 - 1-2025
President at FinQuery, Formerly LeaseQuery
4-2019 - 6-2020
Chief Operating Officer at FinQuery, Formerly LeaseQuery
9-2016 - 4-2019
Chief Executive Officer at Carriage Ventures
8-2016 - 7-2018
President at PlayOn! Sports

Education

MBA from Emory University - Goizueta Business School
Bachelor of Business Administration (BBA) from Northeastern University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Atlanta Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer at FinQuery, Formerly LeaseQuery
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Joe

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Joe move?

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

  • If it seems really necessary, they can take small risks.

You And Joe

Personality Compatibility


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