Jonathan Chang

Questioner
DISC Type : c

Finance and Business Operations at LiveKit

San Francisco, California, United States

Overview

Jonathan Chang is a finance and business operations leader with expertise in SaaS, corporate finance, and strategic planning from his time at LiveKit, Productboard, and Slack. He holds a BA from the University of California, Berkeley and has both Series 52 and Series 79 certifications.

As the first finance hire at Kojo, he single-handedly built the companys entire finance, accounting, treasury, tax, and legal functions from the ground up.

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

SaaS Finance
His career is centered on finance and operations within high-growth SaaS companies, including Slack, Productboard, and LiveKit, demonstrating deep industry expertise.
Building Finance Functions
As the first finance hire at Kojo, he was responsible for establishing the entire financial and legal infrastructure from scratch.
Financial Systems
His specialties include the implementation and management of financial systems, a key component for scaling tech companies.

Media Appearances

Jonathan has no verified media appearances

Work History

4-2025
Finance and Business Operations at LiveKit
Advisor at Startup Advisor
9-2021 - 4-2025
VP of Finance at Kojo
6-2020 - 8-2021
Finance and Business Operations at Productboard
1-2016 - 6-2020
Finance and Business Operations at Slack Technologies, Inc.

Education

2008 - 2012
BA from University of California, Berkeley
2004 - 2008
High School from Esperanza High School

More Information

Social Presence :

Prographics :

Exp : 9 Location : San Francisco, California, United States Job Level : N/A Designation : Finance and Business Operations at LiveKit
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jonathan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jonathan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jonathan

Personality Compatibility


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