Alan Wilson

Examiner
DISC Type : cs

Director Of Treasury Operations Risk Management at AvidXchange, Inc.

Charlotte, North Carolina, United States

Overview

Alan has no verified overview

Personality Overview

Status Quo Seeker

Late Adopter

Tough To Convince

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Alan has no verified topics they care about

Media Appearances

Alan has no verified media appearances

Work History

2-2022
Director Of Treasury Operations Risk Management at AvidXchange, Inc.
2-2011 - 9-2021
Senior Vice President - Payment Systems Risk Consultant at Truist
8-2002 - 2-2011
Treasury Services Risk Manager at Wachovia Corporation
3-1996 - 8-2002
Commercial Loan Underwriter and Underwriting Manager at First Union National Bank

Education

Bachelor of Science from William & Mary
Master from Wake Forest University: Babcock Graduate School of Management Winston

More Information

Social Presence :

Prographics :

Exp : 29 Location : Charlotte, North Carolina, United States Job Level : Mid-senior Designation : Director Of Treasury Operations Risk Management at AvidXchange, Inc.
URL has been copied!

Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Alan

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Alan take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Alan

Personality Compatibility


Other AvidXchange, Inc. Employees

Explore more public profiles from related professionals at the same organization.

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.