Samuel Monti

Go-getter
DISC Type : d

Chief Financial Officer (CFO) at WP Engine

Austin, Texas, United States

Overview

Samuel Monti is a SaaS executive with extensive experience as a CEO, COO, and CFO for private equity-backed software companies. He specializes in driving value, growth, and transformation for firms like WP Engine, Crownpeak, and Epicor. He holds an MBA from Case Western Reserve and a BS from Miami University.

Outside of his C-suite roles, Samuel values building strong team connections, demonstrated by spending invaluable time with his international teams. His education and career have taken him through Ohio and Texas, where he has led major software and technology organizations.

He has a unique background of having served as CEO, COO, and CFO, showcasing a rare versatility in executive leadership across multiple core business functions.

Personality Overview

Self-Confident

Challenger

Direct & Candid

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

PE Value Creation
His career is defined by leading strategy to expand valuation and profitability for private equity portfolio companies like Silver Lake, Vista Equity, and K1.
SaaS Turnarounds
He has a strong track record in transformation and turnaround situations, including rebuilding the GTM team and significantly increasing EBITDA as CEO of Crownpeak.
M&A Strategy
He has led significant transactions, including the merger of Lithium Technologies and Spredfast into Khoros and multiple sales of Mitratech.

Media Appearances

WP Engine Appoints Samuel Monti as its Chief Financial Officer. Featured in WP Engine Blog

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Sam Monti, WP Engine LLC: Profile and Biography. Featured in Bloomberg.com

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Sam Monti – Chief Financial Officer at WP Engine. Featured in The Org

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Work History

8-2024
Chief Financial Officer (CFO) at WP Engine
2023 - 2024
Chief Executive Officer (CEO), Crownpeak at K1 Investment Management
2023 - 2023
Board Member & ELT Advisor, Simpro Software at K1 Investment Management
2020 - 2023
Chief Financial Officer (CFO) at Epicor Software
2018 - 2020
Chief Financial Officer (CFO) at Khoros

Education

1998 - 2002
MBA from Weatherhead School of Management at Case Western Reserve University
1989 - 1993
BS from Miami University Farmer School of Business

More Information

Social Presence :

Prographics :

Exp : 33 Location : Austin, Texas, United States Job Level : Leadership Designation : Chief Financial Officer (CFO) at WP Engine
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Insights For Selling To Samuel

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Tell them that you are there to help them create visible impact within their organization
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Samuel is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Samuel

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Samuel move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Samuel take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Samuel

Personality Compatibility


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