Beth Penny

Sharpshooter
DISC Type : DC

Emerging Technology Manager at Synergy One Lending, Inc. NMLS #1907235

Itasca, Illinois, United States

Overview

Beth is a tech-savvy strategist at Synergy One Lending, specializing in CRM automation and MarTech integration to create human-centered solutions. A University of Illinois Chicago graduate, she has a proven record of driving adoption and delivering measurable results. Colleagues describe her as spunky, intelligent, hard-working, and detail-oriented.

Outside of her strategic work, Beth is an avid weekend bird-watcher and a true crime fan. These observational hobbies complement her detail-oriented professional life, reflecting a keen eye for patterns and details in both personal and professional settings.

She is a Guinness Book of World Records holder.

Personality Overview

Fast But Analytical

Thorough Evaluator

Rigorous & Demanding

They prefer to move quickly, and expect the same from others.  They put a lot of effort into ensuring personal success. They are less concerned about the product and more about its potential impact.

Topics They Care About

CRM Automation
Her career is centered on administering and optimizing CRM platforms like Total Expert to boost user adoption and automate marketing and sales processes.
MarTech Integration
She specializes in connecting and optimizing sales and marketing technology stacks, ensuring seamless data integrity between CRMs, LOS, and third-party tools.
Data Hygiene
She believes that maintaining a clean and accurate contact database is fundamental to the success of any system, viewing it as the solution to most AI-related problems.

Media Appearances

Beth has no verified media appearances

Work History

10-2025
Emerging Technology Manager at Synergy One Lending, Inc. NMLS #1907235
10-2024 - 10-2025
Marketing Technology Specialist at Synergy One Lending, Inc. NMLS #1907235
10-2021 - 8-2024
CRM Training Specialist at Fairway Independent Mortgage Corporation
10-2020 - 10-2021
CRM Support Specialist at Fairway Independent Mortgage Corporation
1-2020 - 10-2020
Marketing Technology Specialist at CrossCountry Mortgage, LLC

Education

2006 - 2011
Bachelors of Arts from University of Illinois Chicago
2016 - 2016
HTML & CSS from Codecademy

More Information

Social Presence :

Prographics :

Exp : 17 Location : Itasca, Illinois, United States Job Level : Middle Designation : Emerging Technology Manager at Synergy One Lending, Inc. NMLS #1907235
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Insights For Selling To Beth

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • 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
  • Avoid being a storyteller and don’t try to oversell
  • 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 Beth is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Beth

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Beth move?

  • If convinced, they can reach decisions quite fast.
  • Can Beth take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Beth

Personality Compatibility


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