Nick Costa

Collaborator
DISC Type : is

Senior Director, Strategic Finance at ClickUp

San Francisco, California, United States

Overview

Nick Costa is the Senior Director of Strategic Finance at ClickUp, with a background in leading finance and strategy at SaaS companies like Zendesk. He holds a Bachelor of Arts from UC Santa Barbara and began his senior leadership career as VP of Finance at 3D Robotics.

He is passionate about building "all-star" finance teams, as evidenced by his active recruitment efforts at both ClickUp and Zendesk.

Unique fact: Nick held a VP of Finance position at 3D Robotics, a company specializing in drones and aerial analytics.

Personality Overview

Fair-minded

Consensus Builder

Good Listener

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Strategic Finance
His career progression and senior roles at ClickUp and Zendesk are focused on high-level financial planning and strategy for tech companies.
Building Finance Teams
Multiple posts show his focus on recruiting top talent and building "all-star" teams at both ClickUp and his previous company, Zendesk.
SaaS Growth Metrics
[Predicted] His experience at high-growth SaaS companies Zendesk and ClickUp suggests a deep understanding of the financial drivers in this sector.

Media Appearances

Nick has no verified media appearances

Work History

8-2025
Senior Director, Strategic Finance at ClickUp
10-2022 - 8-2025
Director, Strategic Finance at ClickUp
9-2021 - 9-2022
Director, Finance and Strategy at Zendesk
11-2018 - 8-2021
Senior Manager, Finance and Strategy at Zendesk
4-2018 - 11-2018
VP Finance at 3D Robotics

Education

BA from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco, California, United States Job Level : Senior Designation : Senior Director, Strategic Finance at ClickUp
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Show them how they look good by making this decision
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t sound very transactional
  • Don’t ask too many questions that sound too dry and objective
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Nick

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Nick move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Nick take some risk or not?

  • They probably won’t put a lot at risk.

You And Nick

Personality Compatibility


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