Caroline Tran

Sharpshooter
DISC Type : DC

Investor at Plaid

Sydney, New South Wales, Australia

Overview

Caroline has no verified overview

Personality Overview

Fast But Analytical

Precise But Practical

Thorough Evaluator

They respond well to strong and respectful communication.  They like to move fast and expect the same from others. More than the product, they care about the impact of the product.

Topics They Care About

Caroline has no verified topics they care about

Media Appearances

Caroline has no verified media appearances

Work History

3-2025
Investor at Plaid
11-2024
Investor at OpenAI
11-2024
Investor at Wefunder
5-2022
Leader of Tomorrow at St. Gallen Symposium
10-2021
Co-Founder & CEO at Hello Clever

Education

2017 - 2019
Certified Practising Accountant from CPA Australia
2011 - 2014
Bachelor of Commerce - BCom from University of Technology Sydney

More Information

Social Presence :

Prographics :

Exp : 13 Location : Sydney, New South Wales, Australia Job Level : Mid-senior Designation : Investor at Plaid
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Insights For Selling To Caroline

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caroline is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Caroline

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Caroline move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Caroline take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Caroline

Personality Compatibility


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