Becca Windsor

Captain
DISC Type : DS

Director of Delivery & Operations at CRMD

Bloomfield, New Jersey, United States

Overview

Becca Windsor is a tech-savvy Senior Salesforce Project Manager at CRMD, skilled at bridging the gap between technical teams and business needs. A Certified ScrumMaster, she focuses on streamlining processes and turning complex challenges into clear, actionable plans to ensure projects stay on track and clients are satisfied.

She earned her Bachelors degree from Capella Universitys School of Business and Technology.

Unique fact: Becca was named to the Deans List during her studies in the summer of 2020.

Personality Overview

Consummate Professional

Decisive But Calm

Output-Driven

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Salesforce Projects
Her core expertise involves managing Salesforce implementations, ensuring they align with business needs and deliver clear results for clients.
Agile Methodologies
As a Certified ScrumMaster (CSM), she is proficient in using agile frameworks like Scrum to enhance project delivery and team effectiveness.
Client Management
Her background in account management and client liaison highlights a focus on building effective relationships and ensuring customer satisfaction and success.

Media Appearances

Becca has no verified media appearances

Work History

8-2025
Director of Delivery & Operations at CRMD
6-2023
Senior Salesforce Project Manager at CRMD
6-2023
Senior Project Manager at CRMD
7-2020 - 12-2022
Project Manager at 10G
2-2018 - 12-2022
Revenue Engineer at 10G

Education

Bachelor's degree from Capella University

More Information

Social Presence :

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Exp : N/A Location : Bloomfield, New Jersey, United States Job Level : N/A Designation : Director of Delivery & Operations at CRMD
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Insights For Selling To Becca

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Becca is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Becca

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Becca move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Becca take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Becca

Personality Compatibility


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