Andrew N.

Sharpshooter
DISC Type : CD

Account Manager at Clipboard Health

Ottawa, Ontario, Canada

Overview

Andrew is a customer success professional specializing in B2B SaaS, with a track record of managing multi-million dollar ARR portfolios and reducing churn by 20%. He holds an Honors Bachelor of Commerce from the University of Ottawa and a CRM Designation. Colleagues describe him as self-motivated, ambitious, and a collaborative team player.

Outside of work, Andrew is passionate about financial literacy, having started a blog during a university marketing class to help millennials with personal finance. He has written on topics like mortgages and overcoming financial challenges, and has also shown support for causes like International Womens Day.

As part of a Digital Marketing class, he created a blog focused on increasing financial literacy among his peers.

Personality Overview

Fast But Analytical

Rigorous & Demanding

Thorough Evaluator

They take a lot of pride in personal achievements.  They like to move fast and expect the same from others. They are not always relationship oriented.

Topics They Care About

Customer Retention
His career focus is on driving retention and product adoption, with proven success in reducing customer churn through proactive engagement strategies.
B2B SaaS Solutions
Has extensive experience managing clients in the B2B SaaS space, leading consultative workshops and aligning platform capabilities with business needs.
Enterprise Risk Management
Based on his experience at TMX Group designing risk-assessment frameworks for financial institutions and his CRM designation.

Media Appearances

Andrew has no verified media appearances

Work History

11-2024
Account Manager at Clipboard Health
3-2023 - 4-2024
Senior Analyst, Enterprise Risk Management, CDS and CDCC at TMX Group
9-2019 - 3-2022
Account Manager at Marsh Canada Limited
4-2017 - 5-2019
Collections Advisor at Scotiabank
6-2016 - 2-2017
Sales Representative at TD

Education

2015 - 2019
Honors Bachelor of Commerce (B.Com.) from Telfer School of Management at the University of Ottawa

More Information

Social Presence :

Prographics :

Exp : 7 Location : Ottawa, Ontario, Canada Job Level : Middle Designation : Account Manager at Clipboard Health
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Get to the point quickly instead of spending time doing small talk
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Andrew

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Andrew take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Andrew

Personality Compatibility


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