Bobbi Jo Dallas Card

Pioneer
DISC Type : dis

Manager, Customer Success Strategy at Total Expert

Greater Minneapolis-St. Paul Area, United States

Overview

Bobbi Jo Dallas Card is a collaborative leader and customer success strategist at Total Expert, where she has worked for over six years. She focuses on designing scalable frameworks and operating models to drive adoption, retention, and growth for financial institutions. She holds both a Bachelors degree and an MBA from Liberty University.

Described as having “next level” enthusiasm and energy, she is a customer-focused leader who enjoys helping people succeed. She is a recognized speaker and host for Total Expert, sharing insights on marketing and customer engagement.

Unique fact: She hosts “Experts Tell All,” a video series where she interviews industry leaders on marketing technology and best practices.

Personality Overview

Driven But Considerate

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Customer Adoption
She develops strategies, training journeys, and best practices to elevate end-user adoption and ensure customers derive maximum value from technology platforms.
Fintech in Lending
Her work is centered on leveraging fintech solutions to help loan officers and financial institutions build stronger, more personalized customer relationships.
Co-Marketing Strategy
She speaks on and develops strategies around the co-marketing ecosystem, helping loan officers and agents collaborate effectively to grow their businesses together.

Media Appearances

Bobbi has no verified media appearances

Work History

10-2025
Manager, Customer Success Strategy at Total Expert
4-2022 - 10-2025
Manager of Customer Engagement at Total Expert
8-2021 - 7-2022
Customer Experience Manager at Total Expert
3-2020 - 8-2021
Customer Engagement Manager at Total Expert
6-2019 - 3-2020
Customer Success Specialist at Total Expert

Education

2016 - 2019
Bachelor's degree from Liberty University
2019 - 2020
Master of Business Administration - MBA from Liberty University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Minneapolis-St. Paul Area, United States Job Level : N/A Designation : Manager, Customer Success Strategy at Total Expert
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Insights For Selling To Bobbi Jo

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • During followups, use calls or text if needed, they should be fine
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bobbi Jo is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Bobbi Jo

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Bobbi Jo move?

  • They are generally fast movers and can take quick decisions
  • Can Bobbi Jo take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Bobbi Jo

Personality Compatibility


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