Ann-Marie Klein FCMA, MBA

Evaluator
DISC Type : Dsc

Senior Director Pricing | Finance | Customer Success | Deal Desk| RevOps at 💼 In Transition | Actively Pursuing Leadership Roles

New York City Metropolitan Area, United States

Overview

Ann-Marie is a Finance AI Strategy Leader and Pricing Expert, formerly with Gartner, known for driving double-digit growth through analytics, financial discipline, and customer success. She holds an MBA from Strathclyde Business School and completed a program on AI at MIT Sloan. People often call her strategic, collaborative, and energetic.

She is passionate about making pricing a growth engine for B2B SaaS and professional services, focusing on the outcomes clients achieve. Ann-Marie is also a member of the AI Finance Club, actively mastering AI tools for finance.

She believes AIs true value lies in unlocking speed, scale, and impact, citing a client who built a deal deck in 10 minutes instead of two days.

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

AI Strategy in Finance
As a Finance AI Strategy Leader and member of the AI Finance Club, she focuses on leveraging AI to automate workflows and gain insights, with recent posts discussing AI's impact on pricing.
Value-Based Pricing
She is a pricing expert who emphasizes getting paid fairly for outcomes, not just products, and has written about why falling AI costs don't change value-based pricing.
SaaS Growth & Pricing
Her target companies are growth-stage or PE-backed SaaS firms needing discipline in pricing and value capture, reflecting her expertise in balancing growth with profit margins.

Media Appearances

Ann-Marie has no verified media appearances

Work History

2-2025
Senior Director Pricing | Finance | Customer Success | Deal Desk| RevOps at 💼 In Transition | Actively Pursuing Leadership Roles
1-2025
Member at AI Finance Club
2-2010 - 2-2025
Senior Director Pricing (Customer Success) at Gartner
4-2004 - 2-2010
Senior Manager Pricing (Customer Success) at Gartner
6-2000 - 3-2004
IT Project Manager at Gartner

Education

1998 - 1999
Master of Business Administration - MBA from Strathclyde Business School
1-2025 - 4-2025
Artificial Intelligence: Implications for Business Strategy from MIT Sloan School of Management

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Senior Director Pricing | Finance | Customer Success | Deal Desk| RevOps at 💼 In Transition | Actively Pursuing Leadership Roles
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Insights For Selling To Ann-Marie

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ann-Marie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Ann-Marie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Ann-Marie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Ann-Marie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Ann-Marie

Personality Compatibility


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