Anne Peterson

Evaluator
DISC Type : csd

Regional Vice President, Enterprise Sales, Financial Services at DocuSign

San Francisco Bay Area, United States

Overview

Anne Peterson is the Vice President of Enterprise Sales at DocuSign, focusing on SaaS solutions for the financial services and insurance industries. A University of Colorado Boulder graduate, she is adept at navigating complex global organizations. Colleagues consistently describe her as "ridiculously efficient", "proactive", and a dedicated coach and mentor.

She has demonstrated remarkable company loyalty throughout her career, having worked at her previous company, FactSet, for over 16 years in various ascending sales roles.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

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

Topics They Care About

Financial Services Transformation
Her current role is dedicated to enabling full digital transformation for the largest and most complex financial services and insurance clients at DocuSign.
Contract Lifecycle Management (CLM)
She previously led the enterprise sales division for CLM and promotes its value in managing the entire agreement process, beyond just the eSignature.
Enterprise Sales Strategy
Her career has been focused on selling complex SaaS technology into Fortune 500 companies and the public sector, demonstrating deep expertise in high-level sales.

Media Appearances

Anne has no verified media appearances

Work History

2-2021
Regional Vice President, Enterprise Sales, Financial Services at DocuSign
10-2018 - 1-2021
Regional Vice President, Enterprise Sales - Contract Lifecycle Mangement (CLM) at DocuSign
4-2017 - 10-2018
Senior Account Executive, Financial Services Select Sales at Salesforce
8-2014 - 3-2017
Vice President, Senior Sales Manager at FactSet
10-2011 - 8-2014
Key Account Sales Executive at FactSet

Education

1996 - 2000
Bachelor of Science - BS from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 25 Location : San Francisco Bay Area, United States Job Level : Senior Designation : Regional Vice President, Enterprise Sales, Financial Services at DocuSign
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Insights For Selling To Anne

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anne is

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

  • 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 Anne move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Anne 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 Anne

Personality Compatibility


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