Sam Isaac

Inspirer
DISC Type : id

Head of Finance & Operations at Numeric

New York, New York, United States

Overview

Sam Isaac is the Head of Finance & Operations at Numeric, previously leading strategic finance and operations at Tome and managing revenue forecasts at Slack. He specializes in driving impact across finance, operations, analytics, GTM, and product functions at SaaS companies, holding a BA from Tufts University.

Sam recently moved to New York and is passionate about problem-solving and collaboration. He enjoys exploring topics like AI, accounting, art, and wine collecting, and has a keen interest in product design.

He once shared a humorous reflection on learning cursive in 3rd grade, noting the impracticality for a lefty.

Personality Overview

Confident & Optimistic

Achievment Oriented

Fast Adopter

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

SaaS Finance Operations
As Head of Finance & Operations at Numeric and previously Tome, Sam focuses on strategic finance, P&L management, and operational efficiency in SaaS environments.
Business & GTM Strategy
He has driven strategy and roadmap prioritization with executive teams and partnered with product, sales, and marketing for GTM initiatives at Slack.
AI in Accounting
Sam recently discussed AI and accounting, highlighting an interest in its application within financial processes and systems.

Media Appearances

Sam has no verified media appearances

Work History

3-2025
Head of Finance & Operations at Numeric
9-2023 - 11-2024
Head of Finance at Tome
10-2022 - 9-2023
Director of Business Operations and Strategy at Tome
2-2022 - 10-2022
Senior Manager, PDE BizOps at Slack
2-2021 - 1-2022
Manager, PDE BizOps at Slack

Education

2010 - 2014
Bachelor of Arts (BA) from Tufts University
2007 - 2010
Education details unavailable from The Taft School

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Finance & Operations at Numeric
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Look like someone who is on top of their game
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Sam

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Sam take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Sam

Personality Compatibility


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