Anna M.

Enthusiast
DISC Type : i

SMB Account Executive at Salesforce

Chicago, Illinois, United States

Overview

Anna is an Account Executive at Tableau, a Salesforce company, with a demonstrated history of growing within the Salesforce ecosystem. She progressed from a Business Development Representative to an SMB Account Executive. Anna holds a Bachelor of Arts from Whitman College.

Personality Overview

Consensus Focused

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

CRM and AI
Expressed excitement about the future of CRM combined with AI, Data, and Trust, indicating a focus on how technology can revolutionize business and boost productivity.
Business Development
Her career progression from a Business Development Associate to an Account Executive shows a strong foundation and interest in generating new business opportunities.
Salesforce Ecosystem
Has built her recent career within Salesforce and actively follows company news and events like Dreamforce, indicating a deep investment in the platform's success.

Media Appearances

Anna has no verified media appearances

Work History

9-2025
SMB Account Executive at Salesforce
3-2024
Business Development Representative at Salesforce
11-2022 - 2-2024
Business Development Associate at NuWest Group
1-2022 - 11-2022
Sales Support Specialist at NuWest Group
2-2021 - 12-2021
Senior Project Coordinator at NuWest Group

Education

Bachelor of Arts - BA from Whitman College

More Information

Social Presence :

Prographics :

Exp : 5 Location : Chicago, Illinois, United States Job Level : Junior Designation : SMB Account Executive at Salesforce
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Anna

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Anna move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Anna take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Anna

Personality Compatibility


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