Calvin D.

Observer
DISC Type : ic

Lead Product Manager - Financial Data Platform, Accounting Ledger at Wealthsimple

Canada

Overview

Calvin has no verified overview

Personality Overview

Curious

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince.

Topics They Care About

Calvin has no verified topics they care about

Media Appearances

Calvin has no verified media appearances

Work History

2022
Lead Product Manager - Financial Data Platform, Accounting Ledger at Wealthsimple
2019 - 12-2020
Product Lead, Enterprise Automation at Workato
2018 - 2019
Senior Product Manager, Financial Incentives at Amazon
2012 - 2016
Operations & Product at Apple

Education

2016 - 2018
Master of Business Administration - MBA from Harvard Business School
2010 - 2012
Master of Science - MS from Stanford University
2006 - 2010
Bachelor's degree from University of Mumbai - VJTI

More Information

Social Presence :

Prographics :

Exp : 11 Location : Canada Job Level : Mid-senior Designation : Lead Product Manager - Financial Data Platform, Accounting Ledger at Wealthsimple
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Insights For Selling To Calvin

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Calvin is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Calvin

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Calvin move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Calvin take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Calvin

Personality Compatibility


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