956: The Underpinnings of Operational Growth | Zhi Li, CFO, Customer.io

CFO Zhi Li's Career Background: Zhi Li's professional life begin at Bell Canada, where he was involved in operational finance within the Wireless Division. The division, Zhi tells us served as the growth engine for the company at the time. During his time at Bell Canada he worked on a subscription business model, dealing with wireless units and the basics of a subscription business, which later proved helpful in his work within the SaaS space.

Li entered the investment banking realm during the economic downturn, then pivoted to tech; highlights operational finance experience at Bell Canada and investment banking tenure at Credit Suisse's tech group in New York.

Transition to CFO Role: Discusses the pivotal moments in transitioning from banking to tech in Seattle, eventually landing the CFO role at Customer.io.

Customer.io Overview: A startup providing customer communication platform services to various businesses, emphasizing personalized engagement and scalability.

Role and Responsibilities as CFO: Focuses on strategic initiatives, fundraising, M&A, financial operations, and providing guidance across departments to drive growth and operational efficiency.