Robert Cho

Pioneer
DISC Type : Dis

Head of Finance (CFO-Level Strategic Finance Leadership | SaaS & Platform Business Models) at Creator Deck

San Francisco Bay Area, United States

Overview

Robert is a strategic finance executive with over 20 years of experience guiding tech and professional services companies. He specializes in building financial infrastructure and partnering with founders to align financial strategy with business objectives for scalable growth. He holds a BA from the University of California, Davis.

He shows a keen interest in modern leadership principles, having recently completed courses in "Human-Centered Leadership" and "Coaching Skills for Leaders and Managers. " This reflects a commitment to fostering strong workplace culture and effective team development alongside financial performance.

Unique fact: Robert was recruited as the first-ever finance hire at two different companies to build and scale their financial infrastructure during periods of rapid growth.

Personality Overview

Driven But Considerate

Decisive But Friendly

Friendly But Fast

They have the unique ability to win both love and respect from their team (or outsiders)  If they are convinced, they can become very strong champions for your product They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Strategic Finance
His career focus is on partnering with executive teams to align financial strategy with business objectives, from forecasting and unit economics to acquisition preparation.
SaaS & Platform Businesses
His current role involves leading strategic finance for a high-growth SaaS and influencer marketing platform, focusing on product investment and pricing.
Human-Centered Leadership
He recently completed a course on this topic, signaling a strong interest in people-focused leadership, coaching, and workplace culture.

Media Appearances

Robert has no verified media appearances

Work History

7-2025
Head of Finance (CFO-Level Strategic Finance Leadership | SaaS & Platform Business Models) at Creator Deck
2-2025 - 7-2025
Professional development at Career Break
12-2022 - 2-2025
Head of Finance | Regional Chief Financial Officer at Outcast
11-2017 - 2-2025
Head of Finance at Nectar Communications
9-2014 - 10-2017
Financial Director at PCH International

Education

BA from University of California, Davis

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Head of Finance (CFO-Level Strategic Finance Leadership | SaaS & Platform Business Models) at Creator Deck
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Robert

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are generally fast movers and can take quick decisions
  • Can Robert take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Robert

Personality Compatibility


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