Matthew Chi

Energizer
DISC Type : I

Advisory Board Member at Customer Experience at Tombolo Institute Bellevue College

Bellevue, Washington, United States

Overview

Matthew Chi is a strategic finance leader with extensive experience helping SaaS, tech, and manufacturing companies scale efficiently. A graduate of the Kellogg School of Management, he specializes in FP&A, operational turnarounds, and providing executive-level decision support, with previous leadership roles at Ookla and Microsoft.

His background includes unique international experience as a Director of Strategic Planning and Business Development for Samsung Card in South Korea, highlighting his diverse skill set beyond traditional finance.

Personality Overview

Imaginative

Big Picture Person

Believer

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

SaaS Growth Strategy
He is passionate about helping SaaS and enterprise technology companies scale smarter and faster through strategic financial planning and analysis.
Operational Scaling
Focuses on building financial systems and leading teams through complex growth scenarios, including carve-outs, rapid expansion, and operational turnarounds.
Executive Decision Support
Brings a balance of strategic thinking and hands-on execution to support C-suite and board-level decisions, especially regarding M&A and due diligence.

Media Appearances

Matthew has no verified media appearances

Work History

1-2022 - 12-2022
Advisory Board Member at Customer Experience at Tombolo Institute Bellevue College
Vice President Finance at Sea-Bird Scientific
SVP Finance at Ookla
Finance Lead at Microsoft
Director (부장) - Strategic Planning / Business Development and Partnerships at Samsung Card

Education

MBA from Northwestern University - Kellogg School of Management
BA from University of Chicago

More Information

Social Presence :

Prographics :

Exp : 1 Location : Bellevue, Washington, United States Job Level : Senior Designation : Advisory Board Member at Customer Experience at Tombolo Institute Bellevue College
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Matthew

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Matthew take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Matthew

Personality Compatibility


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