Bill Walton, MBA

Energizer
DISC Type : I

Director at Convergys Intelligent Contact

Phoenix, Arizona, United States

Overview

Bill is an expert in financial call center operations and serves as the Director of Call Center Services at Citi. With an MBA from the University of Florida, he consults with large institutions on establishing sales and customer service centers, often seeking investment opportunities in call center technology.

He is an alumnus of both Arizona State University, where he completed his bachelors degree, and the University of Florida. His academic background in business and his professional focus on finance suggest a keen interest in market dynamics and leadership development.

He is actively looking to co-own large financial contact centers and offers significant sign-up bonuses and profit-sharing plans to attract top-tier sales talent.

Personality Overview

Informal

Believer

Imaginative

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Financial Contact Centers
His career is focused on consulting, setting up, operating, and co-owning large-scale financial call centers for major national and international clients.
Call Center Technology
He has a stated interest in exploring and funding potential investment projects related to advancements and innovations in call center technology.
Sales Leadership
He actively seeks to recruit and partner with top-level financial sales trainers, managers, and leaders, offering profit-sharing plans to secure elite talent.

Media Appearances

Bill has no verified media appearances

Work History

2008 - 2009
Director at Convergys Intelligent Contact
2006 - 2007
Senior Consultant at Affinion Group
2006 - 2006
Senior Consultant at Ria Financial
2002 - 2005
Associate Director at NextEra Energy, Inc.
2000 - 2002
Senior Vice President, Retail Bank Call Center Services at GE Capital

Education

Bachelor's Degree from Arizona State University
Master of Business Administration (M.B.A.) from University of Florida - Warrington College of Business

More Information

Social Presence :

Prographics :

Exp : 12 Location : Phoenix, Arizona, United States Job Level : Mid-senior Designation : Director at Convergys Intelligent Contact
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Bill

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Bill take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Bill

Personality Compatibility


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