Carly Phillips

Balancer
DISC Type : S

Operational Risk and Compliance Sr Manager at Bloom Credit

Chicago, Illinois, United States

Overview

Carly has no verified overview

Personality Overview

Good Listener

Empathetic

Slow To Decisions

They like following the process even if it takes time to reach any conclusion.  They are courteous and respectful but practical. They are willing to make long-term decisions.

Topics They Care About

Carly has no verified topics they care about

Media Appearances

Carly has no verified media appearances

Work History

1-2023
Operational Risk and Compliance Sr Manager at Bloom Credit
10-2019 - 1-2023
Operational Risk Manager at Amount
6-2016 - 10-2019
Data Management Specialist at Little Sparrows Technologies

Education

2017 - 2019
Master of Science - MS from Boston College
2013 - 2017
Bachelor of Science - BS from Boston College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Chicago, Illinois, United States Job Level : Middle Designation : Operational Risk and Compliance Sr Manager at Bloom Credit
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Insights For Selling To Carly

During A Call Or A Meeting

DO's

  • Be very observant about how they perceive the risk in the decision
  • Unless they are the decision maker, bring other stakeholders into the process early
  • Encourage them to invite other key stakeholders for discussions

DONT's

  • Don’t brush off their concerns, their comfort with you will go down
  • Skip mentioning details that are confusing
  • Ensure that you don’t seem disinterested when speaking to them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carly is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Carly

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Carly move?

  • They can be some of the slowest decision makers.
  • Can Carly take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Carly

Personality Compatibility


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