Bree Roberts

Supporter
DISC Type : s

Customer Account Executive at CallRevu

Charlotte Metro, United States

Overview

Bree Roberts is a Customer Account Executive at CallRevu, building on her experience as an Account Executive at Proactive Dealer Solutions. She focuses on providing solutions to the automotive industry, specifically around team training and performance. She holds a Bachelor of Business Administration from Catawba College.

Outside of her professional role, Bree appears to be a family-oriented person, having shared a warm public post about her father. She is also actively engaged in representing her company and connecting with people at industry events and conferences.

She is passionate about helping dealership teams improve through personalized, tech-driven training and real-time performance tracking.

Personality Overview

Slow To Decisions

Calm

Social Proof Driven

They are good and approachable with everyone, internally and externally.  Their motivation stems from the impact that their decisions can have on the organization.
 They prefer to follow rules and procedures.

Topics They Care About

Dealership Training
She actively posts about increasing the quality and quantity of training at dealerships to help teams learn faster and achieve better results.
Sales Performance
Her work involves solutions that use real-time tracking and personalized learning, indicating a focus on improving sales metrics through better team education.
Automotive Solutions
Her career has been dedicated to the automotive sector, working for companies that provide specialized services and technology to dealers.

Media Appearances

Bree has no verified media appearances

Work History

4-2025
Customer Account Executive at CallRevu
4-2025
Account Executive at Proactive Dealer Solutions

Education

8-2016 - 5-2020
Bachelor of Business Administration - BBA from Catawba College

More Information

Social Presence :

Prographics :

Exp : 1 Location : Charlotte Metro, United States Job Level : Junior Designation : Customer Account Executive at CallRevu
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Insights For Selling To Bree

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Focus your pitch on the impact that you could help them have on their organization
  • If possible, connect them to existing customers

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bree is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Bree

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Bree move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Bree take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Bree

Personality Compatibility


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