Tarek Saleh, CFA

Enthusiast
DISC Type : i

Chief Revenue Officer (CRO) at Billtrust

New York City Metropolitan Area, United States

Overview

Tarek Saleh is a results-driven executive with over 18 years of experience in financial services and technology sales. A Chartered Financial Analyst (CFA) from the University of Connecticut, he has a proven track record of building high-performing sales organizations in complex, cross-border environments.

He once relocated to London to lead a major sales organization restructure across Europe, the Benelux region, the Nordics, and the Middle East, managing a global team of 75.

Personality Overview

Amiable & Agreeable

Story Driven

Optimistic

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Sales Leadership
Possesses over 13 years of results-focused sales leadership, with a track record of building high-performing sales organizations in public and PE-backed environments.
Financial Technology
His 18+ year career has focused on financial services and technology sales, including alternative investment software and B2B payment solutions.
Strategic Acquisitions
Views acquisitions as a key growth driver, highlighting their ability to enhance market position and provide innovative solutions to clients.

Media Appearances

Tarek Saleh Joins Billtrust as Chief Revenue Officer. Featured in Billtrust (official news site)

See Now

Work History

6-2025
Chief Revenue Officer (CRO) at Billtrust
4-2023 - 6-2025
Chief Revenue Officer (CRO) at Allvue Systems
10-2020 - 4-2023
SVP, Head of Strategy and Business Development - NY at Intralinks
1-2018 - 10-2020
VP of Sales, EMEA - London at Intralinks
2-2016 - 1-2018
Director, Sales - Global Banking and Securities - NY at Intralinks

Education

9-2002 - 5-2006
Bachelor's degree from University of Connecticut School of Business
CFA from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Revenue Officer (CRO) at Billtrust
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Insights For Selling To Tarek

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tarek is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Tarek

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Tarek move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Tarek take some risk or not?

  • They can take some low-probability risks if needed.

You And Tarek

Personality Compatibility


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