Sameer Gulati

Go-getter
DISC Type : d

President & Chief Product Officer at ZenBusiness

San Francisco, California, United States

Overview

Sameer Gulati is a C-suite executive with over 20 years of global experience in fintech. As President & Chief Product Officer at ZenBusiness, he scales the AI-powered platform for entrepreneurs. His career includes leadership roles at Plastiq, LendingClub, and as a Partner at McKinsey & Company. He holds an MBA from the University of Chicago and an engineering degree from IIT Delhi.

He has consistently demonstrated a passion for leveraging technology to solve complex problems for businesses, from transforming startups into B2B powerhouses to advising global financial institutions on digital transformation and risk management. He is a respected thought leader who frequently speaks at fintech conferences.

He led the successful pivot of Plastiq from a consumer-focused product into a multi-product B2B payments platform, driving over 350% volume growth.

Personality Overview

Vision Oriented

Self-Confident

Decisive

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Empowering Entrepreneurs
Leads ZenBusiness, a platform dedicated to helping entrepreneurs launch, run, and grow their businesses, often speaking about democratizing entrepreneurship.
AI for Small Business
Is focused on launching AI-powered tools at ZenBusiness to simplify complex tasks like business planning and marketing for small business owners.
B2B Payments
Transformed Plastiq from a consumer startup to a B2B payments company and has deep expertise in the sector from his time at McKinsey.

Media Appearances

Sameer has no verified media appearances

Work History

3-2022
President & Chief Product Officer at ZenBusiness
7-2021
Member Board of Directors at Car IQ
3-2019 - 3-2022
President & Chief Operating Officer; Advisor at Plastiq
5-2016 - 1-2019
COO at LendingClub
8-2005 - 4-2016
Partner; Banking & Payments; London & New York at McKinsey & Company

Education

BS/BTech from Indian Institute of Technology, Delhi
MBA from The University of Chicago Booth School of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco, California, United States Job Level : Leadership Designation : President & Chief Product Officer at ZenBusiness
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Insights For Selling To Sameer

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Refer to testimonials from others in similar positions

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sameer is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Sameer

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Sameer move?

  • Their decision making speed is somewhere in the middle.
  • Can Sameer take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Sameer

Personality Compatibility


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