Robert Nelson, CPA

Evaluator
DISC Type : SDc

VP, Finance at Routeware, Inc.

Raleigh, North Carolina, United States

Overview

Robert Nelson is the VP of Finance at Routeware, a leader in waste and recycling technology. A Certified Public Accountant with a background at high-growth SaaS companies like Pendo. io, he specializes in finance and operations for private equity-backed firms. He holds both a BSBA and a Masters in Accounting from East Carolina University.

He has a strong professional focus on building and leading teams, including hiring for fully remote positions. Robert is now part of Routewares strategic headquarters relocation to Austin, Texas, reflecting his involvement in the companys significant growth and expansion.

Robert is helping guide a company that has been named to the Inc. 5000 list of fastest-growing companies for three consecutive years.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

SaaS Finance
His career is dedicated to financial leadership at private equity-backed SaaS companies, including his current role at Routeware and previous positions at Pendo. io.
M&A Integration
He shows enthusiasm for his company's "transformative" acquisitions, such as the purchase of Rubicon, and the opportunities for growth they create.
High-Growth Companies
He celebrates his company's inclusion on the Inc. 5000 list of fastest-growing companies for three years in a row, showing pride in its rapid expansion.

Media Appearances

Robert has no verified media appearances

Work History

1-2025
VP, Finance at Routeware, Inc.
10-2023 - 12-2024
VP, Accounting at Routeware, Inc.
11-2021 - 6-2023
Director, Global Accounting at Pendo.io
2-2021 - 10-2021
Senior Manager, Global Accounting at Pendo.io
5-2018 - 2-2021
Director, Controller at MetaMetrics, Inc.

Education

BSBA: Accounting and Finance from East Carolina University
Masters in Accounting from East Carolina University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Raleigh, North Carolina, United States Job Level : Senior Designation : VP, Finance at Routeware, Inc.
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Robert

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Robert take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Robert

Personality Compatibility


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