Adi Chen

Initiator
DISC Type : Di

Global customer Success Manager at Yajur Knowledge Solutions

Greater Vancouver Metropolitan Area, Canada

Overview

Adi Chen is a relationship-driven Global Customer Success Manager at Yajur Knowledge Solutions, specializing in supporting investment banks and M&A advisors. She focuses on turning client interactions into measurable retention and revenue growth. Adi holds a Bachelors degree from Tel Hai College and is a certified Product-led professional.

She previously won the Pennstart Award for top performance and highest sales in a past role, highlighting her strong sales and advisory skills.

Personality Overview

Risk-Accepting

Conviction Driven

Confident

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care About

M&A Deal Execution
Her work and posts focus on understanding the pressures M&A advisors face and providing reliable deal execution support to help them scale efficiently.
Client Relationship Building
Describes herself as a "client-focused, relationship-driven professional" focused on building long-term partnerships through trust and personalized support.
Entrepreneurship Coaching
In a previous role, she coached new entrepreneurs on how to launch and grow their own small e-commerce businesses.

Media Appearances

Adi has no verified media appearances

Work History

1-2026
Global customer Success Manager at Yajur Knowledge Solutions
11-2024 - 10-2025
IT Support Specialist (SaaS | Tickets & Live Chat) at vcita
3-2016 - 4-2019
Office Manager & Customer Care Representative at Connect Hearing Canada
11-2014 - 1-2016
Licensed Insurance Advisor at LaCapitale Financial Security
7-2012
Account Executive (Customer Success & Business Development) at 4U

Education

2002 - 2006
Bachelor's degree from Tel Hai Collage

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Vancouver Metropolitan Area, Canada Job Level : Middle Designation : Global customer Success Manager at Yajur Knowledge Solutions
URL has been copied!

Insights For Selling To Adi

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Get them to a point where they are ready to bat for your product internally
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adi is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Adi

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Adi move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Adi take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Adi

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.