Steve Sovik

Captain
DISC Type : DS

Chief Business Officer at Safebooks AI

San Francisco Bay Area, United States

Overview

Steve Sovik is the Chief Business Officer at Safebooks AI, bringing an extensive career in scaling SaaS B2B sales for companies like Tipalti and Coupa. A graduate of Santa Clara University, he is recognized for driving significant revenue growth. Colleagues describe him as an impactful, energetic, strategic, and fearless leader.

Residing in the Bay Area, Steve appears to be involved in his local community, supporting educational institutions. His time at Santa Clara University included participation in athletics, suggesting a background in team sports and a disciplined mindset. He values integrity and building a strong company culture.

Steve was instrumental in Coupas success, with a former colleague stating the companys market position today is a direct result of his efforts.

Personality Overview

Decisive But Calm

Dynamic But Sincere

Long-Term Thinker

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

AI in Finance
His current role at Safebooks AI focuses on leveraging AI for financial data integrity, automating reconciliation, and reducing revenue leakage for finance and revenue operations teams.
SaaS Sales Leadership
He has a long track record as a Chief Revenue Officer, consistently building and scaling high-performing sales organizations at multiple successful tech companies like Tipalti and PayEm.
Startup Growth
In an interview, he detailed key criteria he looks for in a startup, including strong customer success, solving mission-critical problems, and a healthy company culture.

Media Appearances

Steve has no verified media appearances

Work History

8-2024
Chief Business Officer at Safebooks AI
5-2022 - 2-2024
Chief Revenue Officer at PayEm
1-2021 - 3-2022
Chief Revenue Officer at Fairmarkit
2-2016 - 5-2019
Chief Revenue Officer at Tipalti
10-2017 - 4-2019
Board Member at Determine Software, a Corcentric Company

Education

Bachelor of Science and Commerce from Santa Clara University
Education details unavailable from De La Salle High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Chief Business Officer at Safebooks AI

Interested in

Sports

Football, Rugby, Santa Clara NCAA Football Team, Santa Clara Rugby Team

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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Steve

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Steve take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Steve

Personality Compatibility


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