Carol McCormick

Observer
DISC Type : ci

Strategic Account Executive at Ultimo

Boston, Massachusetts, United States

Overview

Carol is a Strategic Account Executive at IFS Ultimo, specializing in Enterprise Asset Management (EAM) solutions. A University of Massachusetts Amherst graduate, she has a proven track record of sales excellence, earning Presidents Club and "biggest hitter" awards at PTC before her current role.

Outside of her tech career, Carol is a certified AFAA Group Fitness Instructor, showcasing a passion for health and wellness. In college, she served as a teaching assistant, demonstrating an early interest in guiding and mentoring others.

Unique fact: Carol achieved 157% of her quota in FY23, highlighting her exceptional sales performance.

Personality Overview

Curious

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  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.

Topics They Care About

Enterprise Asset Management
Her current role at Ultimo is focused on EAM. She shares content about its importance for manufacturers, especially cloud-based solutions and resilience.
Sales Coaching
Her previous senior role involved onboarding new representatives and providing 1:1 coaching, indicating a passion for developing sales talent.
Industrial Connectivity
Stemming from her experience as an Account Manager at Kepware, she has shown interest in industrial connectivity solutions for modern manufacturing.

Media Appearances

Carol has no verified media appearances

Work History

10-2025
Strategic Account Executive at Ultimo
7-2024 - 10-2025
Account Manager - WEST at Kepware, a PTC Technology
10-2023 - 7-2024
Sr. Account Executive at Onshape, a PTC Technology
3-2022 - 11-2023
Onshape Account Executive at Onshape, a PTC Technology
10-2020 - 2-2022
Onshape Business Development Representative at Onshape, a PTC Technology

Education

Bachelor of Arts (BA) from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 12 Location : Boston, Massachusetts, United States Job Level : Middle Designation : Strategic Account Executive at Ultimo
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Insights For Selling To Carol

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carol is

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

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

Insights For Deal Planning

    How fast (or slow) will Carol move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Carol take some risk or not?

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

You And Carol

Personality Compatibility


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